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Name Holding Trade Value Shares
Change
Change in
Stake
BPBT
151
Boston Private Bank & Trust
Massachusetts
$14K – – –
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$12K +$352 +10 +3%
JFGIW
153
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K – – –
GSC
154
Ground Swell Capital
South Carolina
$10K +$8.13K +231 +563%
PTC
155
Private Trust Company
Ohio
$8K – – –
Creative Planning
156
Creative Planning
Kansas
$8K +$1.41K +40 +20%
GAM
157
Gemmer Asset Management
California
$7K – – –
HRIA
158
Haberer Registered Investment Advisor
Ohio
$7K +$246 +7 +4%
NES
159
New England Securities
New York
$4K – – –
GT
160
Glenmede Trust
Pennsylvania
$3K – – –
RWM
161
Raffa Wealth Management
District of Columbia
$2.62K +$704 +20 +36%
US Bancorp
162
US Bancorp
Minnesota
$2K -$11.9K -338 -83%
MFS
163
MSI Financial Services
Massachusetts
$2K – – –
ACS
164
Archford Capital Strategies
Illinois
$1K – – –
CAM
165
Contour Asset Management
New York
– -$12.8M -342,837 Closed
SCM
166
Sandler Capital Management
New York
– -$5.54M -148,700 Closed
BJ
167
BlackRock Japan
Japan
– -$4.87M -130,760 Closed
PP
168
Peconic Partners
New York
– -$4.69M -125,800 Closed
FIG
169
Fortress Investment Group
New York
– -$3.71M -99,600 Closed
ERSOT
170
Employees Retirement System of Texas
Texas
– -$2.35M -63,000 Closed
AP
171
Alydar Partners
Massachusetts
– -$2.24M -60,000 Closed
RS
172
Robeco Schweiz
Switzerland
– -$1.03M -28,000 Closed
Alkeon Capital Management
173
Alkeon Capital Management
New York
– -$578K -15,500 Closed
AAP
174
Ardsley Advisory Partners
Connecticut
– -$563K -15,100 Closed
HSBC Holdings
175
HSBC Holdings
United Kingdom
– -$340K -9,126 Closed