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Name Holding Trade Value Shares
Change
Change in
Stake
GWS
326
Glassman Wealth Services
Virginia
$5K – – –
AIM
327
Aigen Investment Management
New York
$5K +$5.8K +37 New
PI
328
PineBridge Investments
New York
$5K +$6.11K +39 New
FCH
329
Freestone Capital Holdings
Washington
$4.59K +$5.17K +33 New
EARNEST Partners
330
EARNEST Partners
Georgia
$4K – – –
RWA
331
Ropes Wealth Advisors
Massachusetts
$4K – – –
MPWT
332
MassMutual Private Wealth & Trust
Connecticut
$4K +$3.6K +23 +329%
NNP
333
Nachman Norwood & Parrott
South Carolina
$4K +$4.07K +26 New
LC
334
Lindbrook Capital
California
$3K – – –
OSAM
335
O'Shaughnessy Asset Management
Connecticut
$3K +$1.41K +9 +75%
SWA
336
Sutton Wealth Advisors
Florida
$2.22K – – –
JCM
337
Jacobi Capital Management
Pennsylvania
$2K – – –
TFGT
338
TS Financial Group (TSFG)
Illinois
$2K – – –
ACM
339
AUA Capital Management
Pennsylvania
$2K +$1.88K +12 New
SIS
340
Sound Income Strategies
Florida
$2K +$2.35K +15 New
PFWA
341
Paces Ferry Wealth Advisors
Georgia
$2K +$2.66K +17 New
TPCW
342
TD Private Client Wealth
New York
$1.67K – – –
HGWM
343
Harvest Group Wealth Management
Massachusetts
$1K – – –
Lazard Asset Management
344
Lazard Asset Management
New York
$1K – – –
BWA
345
BDO Wealth Advisors
Florida
$1K +$784 +5 New
APC
346
Aspire Private Capital
North Carolina
$1K +$940 +6 New
ESCM
347
Echo Street Capital Management
New York
– -$84.4M -511,742 Closed
MWNA
348
Marshall Wace North America
New York
– -$19.7M -119,166 Closed
KMC
349
Kirr Marbach & Co
Indiana
– -$5.45M -33,024 Closed
CC
350
Carlson Capital
Texas
– -$3.87M -23,446 Closed