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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
AC
251
Alexandria Capital
Virginia
$57K – – –
KTC
252
Kistler-Tiffany Companies
Pennsylvania
$46K -$19.3K -453 -30%
OA
253
OFI Advisors
Pennsylvania
$46K -$4.05K -95 -8%
LTFS
254
Ladenburg Thalmann Financial Services
Florida
$37K +$8.06K +189 +29%
PCM
255
Prelude Capital Management
New York
$34K +$33.1K +776 New
LWCFA
256
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K – – –
QBFM
257
QS Batterymarch Financial Management
New York
$27K – – –
Creative Planning
258
Creative Planning
Kansas
$21K +$2.82K +66 +16%
CCS
259
Crosspoint Capital Strategies
California
$20K +$22.1K +517 New
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$19K +$6.61K +155 +55%
Envestnet Asset Management
261
Envestnet Asset Management
Illinois
$16K -$94.3K -2,209 -86%
WA
262
WFG Advisors
Texas
$15K -$853 -20 -6%
GT
263
Glenmede Trust
Pennsylvania
$12K -$53.5K -1,254 -82%
MFS
264
MSI Financial Services
Massachusetts
$12K -$2.99K -70 -20%
FNBT
265
FineMark National Bank & Trust
Florida
$11K – – –
FNBSF
266
First National Bank Sioux Falls
South Dakota
$11K – – –
LIA
267
LS Investment Advisors
Michigan
$7K – – –
EFSCE
268
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
Nomura Holdings
269
Nomura Holdings
Japan
$6K +$5.5K +129 New
AF
270
Arrow Financial
New York
$4K – – –
FHA
271
First Horizon Advisors
Tennessee
$4K +$4.27K +100 New
DAM
272
Delta Asset Management
Tennessee
$3K – – –
BPBT
273
Boston Private Bank & Trust
Massachusetts
$2K – – –
RWM
274
Raffa Wealth Management
District of Columbia
$1.01K +$939 +22 New
SGAM
275
Smith Group Asset Management
Texas
$1K +$1.28K +30 New