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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
BPA
176
Beacon Pointe Advisors
California
$370K +$389K +7,256 New
Jones Financial Companies
177
Jones Financial Companies
Missouri
$330K -$84.7K -1,580 -20%
LNWWM
178
Laird Norton Wetherby Wealth Management
California
$326K +$52.2K +974 +18%
BOPW
179
Brandywine Oak Private Wealth
Pennsylvania
$325K +$343K +6,398 New
CCA
180
Checchi Capital Advisers
California
$324K -$3.97K -74 -1%
IPW
181
Inlet Private Wealth
Florida
$319K +$336K +6,273 New
BDWM
182
Brewin Dolphin Wealth Management
Ireland
$319K +$336K +6,264 New
DTL
183
Dynamic Technology Lab
Singapore
$304K +$319K +5,960 New
CA
184
Cetera Advisors
Colorado
$302K +$45.6K +850 +17%
WAM
185
Weiss Asset Management
Massachusetts
$299K +$315K +5,873 New
First Manhattan
186
First Manhattan
New York
$282K -$146K -2,718 -33%
CSS
187
Cubist Systematic Strategies
Connecticut
$278K -$964K -17,982 -77%
DADC
188
D.A. Davidson & Co
Montana
$274K -$18.8K -351 -6%
CCT
189
Country Club Trust
Missouri
$272K -$154K -2,880 -35%
Lido Advisors
190
Lido Advisors
California
$271K +$286K +5,333 New
Creative Planning
191
Creative Planning
Kansas
$264K +$5.31K +99 +2%
RJT
192
Raymond James Trust
Florida
$253K -$77.3K -1,442 -22%
Stifel Financial
193
Stifel Financial
Missouri
$252K -$72.6K -1,354 -21%
US Bancorp
194
US Bancorp
Minnesota
$252K +$45.6K +850 +21%
BFS
195
Bradley Foster & Sargent
Connecticut
$250K +$263K +4,915 New
C
196
Cerebellum
California
$244K +$65.1K +1,214 +34%
Commonwealth Equity Services
197
Commonwealth Equity Services
Massachusetts
$243K -$12.2K -228 -5%
WSCM
198
Wellington Shields Capital Management
New York
$241K – – –
HW
199
Hancock Whitney
Mississippi
$239K -$189K -3,533 -43%
CFB
200
Cullen/Frost Bankers
Texas
$238K +$4.45K +83 +2%