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Name Holding Trade Value Shares
Change
Change in
Stake
HT
1001
Heritage Trust
Oklahoma
$32.1M -$150K -1,250 -0.5%
SA
1002
Strategic Advisors
New York
$32M +$540K +4,490 +2%
FMBTD
1003
First Midwest Bank Trust Division
Illinois
$32M -$2.43M -20,188 -8%
BA
1004
Bristlecone Advisors
Washington
$32M -$687K -5,710 -2%
GVAG
1005
Great Valley Advisor Group
Delaware
$31.9M +$352K +2,929 +1%
SBL
1006
Sargent Bickham Lagudis
Colorado
$31.9M +$2.08M +17,304 +8%
GIM
1007
Goelzer Investment Management
Indiana
$31.8M -$6.26M -52,070 -18%
JWM
1008
Jackson Wealth Management
Florida
$31.7M -$324K -2,697 -1%
AC
1009
Avestar Capital
New York
$31.6M +$284K +2,365 +1%
NFC
1010
Northeast Financial Consultants
Connecticut
$31.6M -$65.6K -545 -0.2%
BWFA
1011
Baltimore-Washington Financial Advisors
Maryland
$31.6M +$82K +682 +0.3%
IGGA
1012
Iron Gate Global Advisors
Utah
$31.6M -$333K -2,770 -1%
RWP
1013
RWA Wealth Partners
Massachusetts
$31.6M +$341K +2,838 +1%
CIM
1014
Corda Investment Management
Texas
$31.5M -$499K -4,151 -2%
WTB
1015
Washington Trust Bank
Washington
$31.5M +$342K +2,840 +1%
HT
1016
HighTower Trust
Texas
$31.5M -$198K -1,650 -0.7%
BFC
1017
Blue Fin Capital
Rhode Island
$31.4M -$93K -773 -0.3%
HH
1018
Hilltop Holdings
Texas
$31.3M +$1.47M +12,242 +5%
CCG
1019
Cypress Capital Group
Florida
$31.3M -$130K -1,083 -0.5%
Capstone Investment Advisors
1020
Capstone Investment Advisors
New York
$31.3M +$28M +232,668 +7,235%
FF
1021
FourThought Financial
Florida
$31.3M +$28.4M +235,792 New
IA
1022
IndexIQ Advisors
New York
$31.2M +$12.7M +105,531 +82%
BOH
1023
Bank of Hawaii
Hawaii
$31.1M -$3.45M -28,692 -11%
IC
1024
Intersect Capital
California
$31.1M +$1.68M +13,966 +6%
DLCIG
1025
D.L. Carlson Investment Group
New Hampshire
$31.1M +$1.55M +12,917 +6%