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Name Holding Trade Value Shares
Change
Change in
Stake
CCS
426
Crosspoint Capital Strategies
California
$95K – – –
FCT
427
Family Capital Trust
Massachusetts
$91K – – –
FNBT
428
FineMark National Bank & Trust
Florida
$82K +$13.6K +195 +20%
MMG
429
Monetary Management Group
Missouri
$76K – – –
HR
430
Howe & Rusling
New York
$69K -$1.25K -18 -2%
Envestnet Asset Management
431
Envestnet Asset Management
Illinois
$68K -$312K -4,491 -82%
AR
432
Advisory Research
Illinois
$67K +$67.4K +969 New
IMS
433
Index Management Solutions
Pennsylvania
$63K +$21K +302 +49%
CAL
434
Capital Advisors Ltd
Ohio
$63K +$63.4K +912 New
ECM
435
ETrade Capital Management
Virginia
$61K +$29.1K +419 +90%
GAM
436
Gemmer Asset Management
California
$61K +$60.9K +876 New
Schroder Investment Management Group
437
Schroder Investment Management Group
United Kingdom
$60.6K – – –
M&T Bank
438
M&T Bank
New York
$57K +$9.11K +131 +19%
PTC
439
Private Trust Company
Ohio
$57K +$45.4K +653 +398%
WA
440
WFG Advisors
Texas
$56K -$26.6K -383 -32%
JG
441
Jefferies Group
New York
$53K -$230K -3,313 -81%
JFA
442
JNBA Financial Advisors
Minnesota
$48K – – –
OC
443
Oakworth Capital
Alabama
$48K – – –
KCPG
444
Kavar Capital Partners Group
Kansas
$45K -$60.8K -875 -57%
GXMC
445
Global X Management Company
New York
$45K -$15.2K -218 -25%
GT
446
Glenmede Trust
Pennsylvania
$43K -$3.2M -45,961 -99%
CA
447
CapWealth Advisors
Tennessee
$39K – – –
Northwestern Mutual Wealth Management
448
Northwestern Mutual Wealth Management
Wisconsin
$39K +$70 +1 +0.2%
RFA
449
Reilly Financial Advisors
California
$37K +$35.6K +512 +2,844%
W
450
Wealthfront
California
$37K +$37K +532 New