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Westwood Holdings Group

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Arete Wealth Advisors
Illinois
$294K +$27.9K +2,178 +12%
PCG
27
Prosperity Consulting Group
Maryland
$279K -$89.2K -6,955 -26%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$211K
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$202K -$11.1K -866 -6%
SEI Investments
30
SEI Investments
Pennsylvania
$199K +$180K +14,000 New
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$188K
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$154K +$137K +10,665 +5,306%
Cerity Partners
33
Cerity Partners
New York
$147K +$133K +10,374 New
Morgan Stanley
34
Morgan Stanley
New York
$125K +$4.09K +319 +4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$104K
Osaic Holdings
36
Osaic Holdings
Arizona
$20.4K +$6.84K +533 +59%
Wells Fargo
37
Wells Fargo
California
$19.5K -$1.73K -135 -9%
Barclays
38
Barclays
United Kingdom
$15.4K +$14K +1,088 New
UBS Group
39
UBS Group
Switzerland
$15.4K -$38.1K -2,968 -73%
JP Morgan Chase
40
JP Morgan Chase
New York
$8.49K
NA
41
NewEdge Advisors
Louisiana
$3.75K -$3.9K -304 -54%
CFB
42
Cullen/Frost Bankers
Texas
$1.89K
Fidelity Investments
43
Fidelity Investments
Massachusetts
$466
Citadel Advisors
44
Citadel Advisors
Florida
-$165K -13,532 Closed
GCIA
45
Gabelli & Co Investment Advisers
New York
-$134K -11,000 Closed
WCM
46
Wallace Capital Management
Texas
-$124K -10,159 Closed
IA
47
IFP Advisors
Florida
-$12.1K -992 Closed
FIA
48
FNY Investment Advisers
New York
+$641 +50 New