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Name Holding Trade Value Shares
Change
Change in
Stake
CLOS
351
Compagnie Lombard Odier SCmA
Switzerland
$773K +$348K +16,200 +86%
EPC
352
Emerson Point Capital
New York
$773K +$750K +34,860 New
RMCM
353
Reynders McVeigh Capital Management
Massachusetts
$772K +$11.3K +525 +2%
VFA
354
Valeo Financial Advisors
Indiana
$770K +$111K +5,175 +18%
CBFP
355
Cedar Brook Financial Partners
Ohio
$767K +$744K +34,575 New
COI
356
Connable Office Inc
Michigan
$765K
TC
357
Telemus Capital
Michigan
$762K +$739K +34,335 New
AF
358
Arrow Financial
New York
$761K -$111K -5,175 -13%
JT
359
Jump Trading
Illinois
$755K -$1.88M -87,225 -72%
PA
360
Parallel Advisors
California
$755K +$23.6K +1,095 +3%
CG
361
Caprock Group
Idaho
$748K +$169K +7,845 +30%
RFC
362
Regions Financial Corp
Alabama
$745K +$77.4K +3,600 +12%
JG
363
Jefferies Group
New York
$740K +$669K +31,080 +1,372%
AAS
364
Avantax Advisory Services
Texas
$739K +$717K +33,345 New
KeyBank National Association
365
KeyBank National Association
Ohio
$734K -$194K -9,030 -21%
STA
366
Summit Trail Advisors
New York
$713K -$120K -5,565 -15%
WT
367
Whittier Trust
California
$709K +$116K +5,415 +20%
G
368
GenTrust
Florida
$708K +$32.3K +1,500 +5%
CB
369
Commerce Bank
Missouri
$704K +$172K +7,995 +34%
LNWWM
370
Laird Norton Wetherby Wealth Management
California
$699K +$52.3K +2,430 +8%
MA
371
Menlo Advisors
California
$697K
PSUF
372
People's United Financial
Connecticut
$691K +$170K +7,905 +34%
CCM
373
Coldstream Capital Management
Washington
$678K
SG Americas Securities
374
SG Americas Securities
New York
$677K -$18.4M -857,010 -97%
AWM
375
Avitas Wealth Management
California
$675K -$82.6K -3,840 -11%