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Name Holding Trade Value Shares
Change
Change in
Stake
IWP
201
Icon Wealth Partners
Texas
$20K +$21.6K +500 New
FHA
202
Flagship Harbor Advisors
Massachusetts
$18K +$20.8K +480 New
IFAM
203
Institutional & Family Asset Management
Colorado
$16K -$4.33K -100 -20%
BRC
204
Bell Rock Capital
Delaware
$15K +$11.9K +275 +275%
RE
205
RBC Europe
United Kingdom
$14.7K -$53K -1,225 -77%
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$14K
CAM
207
CenterStar Asset Management
Illinois
$12K
SWM
208
SeaCrest Wealth Management
New York
$12K
FANJ
209
Financial Architects (New Jersey)
New Jersey
$10K +$10.8K +250 New
QCG
210
Quadrant Capital Group
Ohio
$9K
Loomis, Sayles & Company
211
Loomis, Sayles & Company
Massachusetts
$9K +$9.82K +227 New
AF
212
Allworth Financial
California
$8K
WAP
213
Wealthcare Advisory Partners
Pennsylvania
$8K
IA
214
IFP Advisors
Florida
$6K -$10.8K -250 -63%
Financial Engines Advisors
215
Financial Engines Advisors
California
$5K +$5.62K +130 New
PWAG
216
Polaris Wealth Advisory Group
California
$4K
US Bancorp
217
US Bancorp
Minnesota
$4K
JA
218
JOYN Advisors
Georgia
$3K
GEA
219
Glen Eagle Advisors
New Jersey
$1.57K
RFC
220
Regions Financial Corp
Alabama
$1K +$995 +23 New
William Blair Investment Management
221
William Blair Investment Management
Illinois
-$103M -2,459,435 Closed
SCA
222
Southpoint Capital Advisors
New York
-$87.7M -2,100,000 Closed
TG
223
TCW Group
California
-$17M -407,553 Closed
CIP
224
Convergence Investment Partners
Florida
-$6.14M -147,170 Closed
Balyasny Asset Management
225
Balyasny Asset Management
Illinois
-$5.62M -129,948 Closed