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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
176
Brandywine Oak Private Wealth
Pennsylvania
$325K +$343K +6,398 New
CCA
177
Checchi Capital Advisers
California
$324K -$3.97K -74 -1%
IPW
178
Inlet Private Wealth
Florida
$319K +$336K +6,273 New
BDWM
179
Brewin Dolphin Wealth Management
Ireland
$319K +$336K +6,264 New
DTL
180
Dynamic Technology Lab
Singapore
$304K +$319K +5,960 New
CA
181
Cetera Advisors
Colorado
$302K +$45.6K +850 +17%
WAM
182
Weiss Asset Management
Massachusetts
$299K +$315K +5,873 New
First Manhattan
183
First Manhattan
New York
$282K -$146K -2,718 -33%
CSS
184
Cubist Systematic Strategies
Connecticut
$278K -$964K -17,982 -77%
DADC
185
D.A. Davidson & Co
Montana
$274K -$18.8K -351 -6%
CCT
186
Country Club Trust
Missouri
$272K -$154K -2,880 -35%
Lido Advisors
187
Lido Advisors
California
$271K +$286K +5,333 New
Creative Planning
188
Creative Planning
Kansas
$264K +$5.31K +99 +2%
RJT
189
Raymond James Trust
Florida
$253K -$77.3K -1,442 -22%
Stifel Financial
190
Stifel Financial
Missouri
$252K -$72.6K -1,354 -21%
US Bancorp
191
US Bancorp
Minnesota
$252K +$45.6K +850 +21%
BFS
192
Bradley Foster & Sargent
Connecticut
$250K +$263K +4,915 New
C
193
Cerebellum
California
$244K +$65.1K +1,214 +34%
Commonwealth Equity Services
194
Commonwealth Equity Services
Massachusetts
$243K -$12.2K -228 -5%
WSCM
195
Wellington Shields Capital Management
New York
$241K
HW
196
Hancock Whitney
Mississippi
$239K -$189K -3,533 -43%
CFB
197
Cullen/Frost Bankers
Texas
$238K +$4.45K +83 +2%
JMPWA
198
JP Morgan Private Wealth Advisors
California
$223K -$306K -5,702 -56%
LWAC
199
Laurel Wealth Advisors (California)
California
$219K
LTFS
200
Ladenburg Thalmann Financial Services
Florida
$216K -$12.3K -230 -5%