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Name Holding Trade Value Shares
Change
Change in
Stake
DAM
151
Delta Asset Management
Tennessee
$28K
GXMC
152
Global X Management Company
New York
$25K +$3.43K +96 +17%
PCM
153
Prelude Capital Management
New York
$25K +$24.2K +679 New
LTFS
154
Ladenburg Thalmann Financial Services
Florida
$19K -$17.9K -500 -50%
TRCT
155
Tower Research Capital (TRC)
New York
$16K -$10.2K -285 -40%
US Bancorp
156
US Bancorp
Minnesota
$15K -$19K -532 -57%
BPBT
157
Boston Private Bank & Trust
Massachusetts
$15K
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$12K +$1.04K +29 +10%
JFGIW
159
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K -$2.32K -65 -19%
PTC
160
Private Trust Company
Ohio
$9K -$1.86K -52 -18%
Creative Planning
161
Creative Planning
Kansas
$7K -$571 -16 -7%
GAM
162
Gemmer Asset Management
California
$7K
HRIA
163
Haberer Registered Investment Advisor
Ohio
$7K +$6.86K +192 New
HFM
164
Hartford Financial Management
Connecticut
$7K +$7.14K +200 New
Toronto Dominion Bank
165
Toronto Dominion Bank
Ontario, Canada
$4K
NES
166
New England Securities
New York
$4K +$500 +14 +15%
GT
167
Glenmede Trust
Pennsylvania
$3K -$2.43K -68 -40%
RWM
168
Raffa Wealth Management
District of Columbia
$2.05K +$1K +28 +104%
MFS
169
MSI Financial Services
Massachusetts
$2K
GSC
170
Ground Swell Capital
South Carolina
$2K +$1.46K +41 New
ACS
171
Archford Capital Strategies
Illinois
$633
BRWA
172
B. Riley Wealth Advisors
Florida
$254 +$250 +7 New
MCO
173
MAK Capital One
New York
-$27.9M -665,414 Closed
Westfield Capital Management
174
Westfield Capital Management
Massachusetts
-$19.7M -470,170 Closed
IIM
175
Ivory Investment Management
New York
-$16.8M -399,479 Closed