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Name Holding Trade Value Shares
Change
Change in
Stake
BO
301
BRR OpCo
Ohio
$79K
DK
302
Darrell & King
Virginia
$79K
DAM
303
Deltec Asset Management
New York
$79K
SSWM
304
Smith Salley Wealth Management
North Carolina
$79K
NG
305
Northstar Group
New York
$78K -$28K -750 -27%
GA
306
Geneva Advisors
Illinois
$76K -$39.9K -1,067 -36%
VFS
307
VSR Financial Services
Kansas
$76K
PP
308
Prudential plc
United Kingdom
$75K -$42.8K -1,147 -38%
GCP
309
GSA Capital Partners
United Kingdom
$73K -$2.61M -69,776 -97%
GWM
310
Gupta Wealth Management
California
$71K
ISL
311
Ingalls & Snyder LLC
New York
$71K
OPERF
312
Oregon Public Employees Retirement Fund
Oregon
$71K
RIA
313
RPG Investment Advisory
California
$69K
AC
314
Avenir Corporation
Virginia
$67K
PP
315
Paloma Partners
Connecticut
$65K -$575K -15,391 -90%
NFG
316
Next Financial Group
Texas
$63K -$19.4K -520 -24%
TCM
317
Telos Capital Management
California
$63K +$59.8K +1,600 New
BAS
318
Brown Advisory Securities
Maryland
$60K -$7.47K -200 -12%
LFR
319
Lehman Financial Resources
Pennsylvania
$60K
FNB
320
First Niagara Bank
New York
$59K -$43K -1,152 -43%
BW
321
Bison Wealth
Georgia
$59K -$187 -5 -0.3%
CG
322
Colony Group
Massachusetts
$59K +$18.7K +500 +50%
AIM
323
Acrospire Investment Management
Illinois
$59K +$55.3K +1,481 New
MAM
324
Mizuho Asset Management
Japan
$58K -$53K -1,420 -48%
PCA
325
Personal Capital Advisors
California
$57K