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Name Holding Trade Value Shares
Change
Change in
Stake
FWM
126
Focused Wealth Management
New York
$38K – – –
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$36K – – –
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$29K -$9.06K -4,520 -21%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$20K -$151K -75,370 -87%
LIA
130
LS Investment Advisors
Michigan
$18K – – –
US Bancorp
131
US Bancorp
Minnesota
$12K -$4.11K -2,050 -22%
AG
132
Advisor Group
Arizona
$12K +$10K +5,000 +243%
Bessemer Group
133
Bessemer Group
New Jersey
$11K -$813K -405,270 -98%
SEI Investments
134
SEI Investments
Pennsylvania
$10K -$4.95K -2,470 -31%
FCMT
135
Founders Capital Management (Texas)
Texas
$10K – – –
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
IA
137
IFP Advisors
Florida
$7K – – –
TSW
138
Thompson Siegel & Walmsley
Virginia
$6K -$3.79M -1,891,800 -100%
GT
139
Glenmede Trust
Pennsylvania
$6K – – –
WTC
140
WhitTier Trust Company
Nevada
$5K – – –
Group One Trading
141
Group One Trading
Illinois
$3K – – –
VCM
142
Versant Capital Management
Arizona
$3K +$100 +50 +2%
Citigroup
143
Citigroup
New York
$2K -$6.17K -3,080 -71%
GRP
144
Global Retirement Partners
California
$2K – – –
RFC
145
Regions Financial Corp
Alabama
$2K – – –
WAM
146
Wealthspire Advisors (Maryland)
Maryland
$2K +$261 +130 +15%
SHJ
147
Sharkey, Howes & Javer
Colorado
$1K – – –
JA
148
JOYN Advisors
Georgia
$1K +$1.08K +540 New
RHJA
149
Rice Hall James & Associates
California
– -$6.74M -3,221,800 Closed
FA
150
Friess Associates
Delaware
– -$5.96M -2,850,000 Closed