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Name Holding Trade Value Shares
Change
Change in
Stake
MSA
101
Mason Street Advisors
Wisconsin
$119K +$4.35K +658 +4%
CG
102
Cutler Group
California
$84K +$21.9K +3,306 +43%
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$81.2K -$86.1K -13,020 -55%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$78K -$3.65K -552 -5%
PI
105
PineBridge Investments
New York
$74K +$2.85K +431 +5%
CAM
106
ClariVest Asset Management
California
$73K +$62.8K +9,502 New
TCOV
107
Trust Company of Vermont
Vermont
$70K +$26.8K +4,050 +80%
RCWMU
108
Rothschild & Co Wealth Management (UK)
United Kingdom
$68K
Bank of America
109
Bank of America
North Carolina
$35K -$6.49K -982 -18%
LIA
110
LS Investment Advisors
Michigan
$20K
NFG
111
Next Financial Group
Texas
$19K
ASN
112
Advisory Services Network
Georgia
$16K
ClearBridge Investments
113
ClearBridge Investments
New York
$16K
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$14K
SWA
115
Sutton Wealth Advisors
Florida
$12.5K
VCM
116
Versant Capital Management
Arizona
$11K
Federated Hermes
117
Federated Hermes
Pennsylvania
$11K +$9.27K +1,402 New
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$10K
UBS Group
119
UBS Group
Switzerland
$9K -$16.9K -2,551 -70%
ARMC
120
American Research & Management Company
Massachusetts
$4K
US Bancorp
121
US Bancorp
Minnesota
$4K
AG
122
Advisor Group
Arizona
$4K +$3.35K +506 New
QCG
123
Quadrant Capital Group
Ohio
$2K +$1.64K +248 +136%
SEI Investments
124
SEI Investments
Pennsylvania
$1K +$1.04K +157 New
PCM
125
Piermont Capital Management
Missouri
-$985K -182,741 Closed