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Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
401
United Capital Financial Advisors
Texas
-$173K -13,319 Closed
AIA
402
AGF Investments America
Ontario, Canada
-$172K -13,037 Closed
MML Investors Services
403
MML Investors Services
Massachusetts
-$150K -11,388 Closed
BBP
404
Banco BTG Pactual
Brazil
-$147K -11,320 Closed
Creative Planning
405
Creative Planning
Kansas
-$140K -10,635 Closed
HighTower Advisors
406
HighTower Advisors
Illinois
-$136K -10,273 Closed
HIIFS
407
Harel Insurance Investments & Financial Services
Israel
-$132K -10,000 Closed
Bessemer Group
408
Bessemer Group
New Jersey
-$124K -9,400 Closed
ST
409
Smithfield Trust
Pennsylvania
-$113K -8,560 Closed
HMS
410
Hanseatic Management Services
New Mexico
-$43K -3,281 Closed
MOS
411
MGO One Seven
Ohio
-$23K -1,779 Closed
WANY
412
Wealthspire Advisors (New York)
New York
-$16K -1,235 Closed
NSIM
413
North Star Investment Management
Illinois
-$13K -1,000 Closed
IBOK
414
Independence Bank of Kentucky
Kentucky
-$9K -698 Closed
TJHA
415
Thomas J. Herzfeld Advisors
Florida
-$7K -527 Closed
BL
416
Balentine LLC
Georgia
-$6K -486 Closed
PWMG
417
Prestige Wealth Management Group
New Jersey
-$4K -285 Closed
FHA
418
First Horizon Advisors
Tennessee
-$3K -268 Closed
MA
419
MUFG Americas
New York
-$3K -244 Closed
GAM
420
Gemmer Asset Management
California
-$3K -243 Closed
DWM
421
Doyle Wealth Management
Florida
-$3K -200 Closed
PMFA
422
Plante Moran Financial Advisors
Michigan
-$2K -150 Closed
TAIM
423
TD Ameritrade Investment Management
Nebraska
-$1K -77 Closed
RFC
424
Regions Financial Corp
Alabama
-$1K -50 Closed
CFA
425
Carroll Financial Associates
North Carolina
+$13 +1 New