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Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Perennial Advisors
New York
$249K
PIMG
77
Patriot Investment Management Group
Tennessee
$244K +$250K +214 +428%
IC
78
IEQ Capital
California
$241K -$61.8K -53 -17%
CCM
79
Chickasaw Capital Management
Tennessee
$241K +$303K +260 New
CS
80
Credit Suisse
Switzerland
$240K +$301K +258 New
LFAS
81
Level Four Advisory Services
Texas
$240K +$301K +258 New
Simplex Trading
82
Simplex Trading
Illinois
$236K +$298K +255 New
KCM
83
Kathmere Capital Management
Pennsylvania
$232K
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$232K +$87.5K +75 +43%
Creative Planning
85
Creative Planning
Kansas
$227K -$11.7K -10 -4%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$223K +$293K +251 New
CCA
87
Conservest Capital Advisors
Pennsylvania
$214K -$336K -288 -56%
ACM
88
Advisors Capital Management
New Jersey
$213K -$33.8K -29 -11%
Citigroup
89
Citigroup
New York
$211K +$144K +123 +118%
CCWA
90
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$205K -$158K -135 -38%
EGM
91
Engineers Gate Manager
New York
$204K +$32.7K +28 +15%
TA
92
Tiedemann Advisors
New York
$195K
VRS
93
Virginia Retirement Systems
Virginia
$172K +$216K +185 New
KF
94
Krilogy Financial
Missouri
$171K -$5.83K -5 -3%
LP
95
LGL Partners
Pennsylvania
$168K -$201K -172 -49%
GW
96
GW & Wade
Massachusetts
$166K
LPL Financial
97
LPL Financial
California
$162K +$10.5K +9 +5%
SC
98
Scotia Capital
Ontario, Canada
$161K -$52.5K -45 -21%
PCM
99
Pennsylvania Capital Management
Pennsylvania
$156K +$99.2K +85 +102%
SSA
100
Schonfeld Strategic Advisors
New York
$154K +$195K +167 New