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Name Holding Trade Value Shares
Change
Change in
Stake
JWA
301
JFS Wealth Advisors
Pennsylvania
$29K +$10.8K +150 +65%
IA
302
IFP Advisors
Florida
$26K +$25K +346 New
TWI
303
Thomas White International
Illinois
$20K – – –
MFS
304
MSI Financial Services
Massachusetts
$19K +$2.24K +31 +14%
AssetMark Inc
305
AssetMark Inc
California
$18K -$7.22K -100 -30%
WA
306
WFG Advisors
Texas
$16K – – –
AIA
307
Allegis Investment Advisors
Idaho
$15K +$14.4K +200 New
CG
308
Cutler Group
California
$14K +$14.2K +196 New
GWM
309
Gupta Wealth Management
California
$12K +$2.89K +40 +32%
PFBT
310
Parkside Financial Bank & Trust
Missouri
$12K +$11.3K +156 New
Bessemer Group
311
Bessemer Group
New Jersey
$11K +$6.5K +90 +164%
CHP
312
Cable Hill Partners
Oregon
$11K +$9.75K +135 New
AIM
313
Advantage Investment Management
Iowa
$8K – – –
ACS
314
Archford Capital Strategies
Illinois
$8K – – –
BCMIO
315
Beacon Capital Management Inc (Ohio)
Ohio
$8K – – –
Loomis, Sayles & Company
316
Loomis, Sayles & Company
Massachusetts
$3K +$2.89K +40 New
RWM
317
Raffa Wealth Management
District of Columbia
$1.05K +$1.01K +14 New
RIM
318
RS Investment Management
California
– -$92.9M -1,429,523 Closed
BTW
319
Boston Trust Walden
Massachusetts
– -$42.9M -660,700 Closed
PP
320
Paloma Partners
Connecticut
– -$14.4M -221,201 Closed
WCP
321
Welch Capital Partners
New York
– -$12.7M -195,959 Closed
RFC
322
Russell Frank Company
Washington
– -$10.6M -162,856 Closed
GI
323
GAMCO Investors
Connecticut
– -$7.15M -110,000 Closed
SCM
324
Sirios Capital Management
Massachusetts
– -$7.01M -107,932 Closed
PAMU
325
Pictet Asset Management (UK)
United Kingdom
– -$6.82M -105,000 Closed