Name Holding Trade Value Shares
Change
Change in
Stake
RPC
726
Rossmore Private Capital
Connecticut
$515K – – –
TCM
727
Tran Capital Management
California
$515K +$501K +8,000 New
VDI
728
Vaughan David Investments
Illinois
$511K -$113K -1,800 -18%
RSWM
729
Robertson Stephens Wealth Management
California
$511K +$186K +2,973 +60%
FPS
730
Fieldpoint Private Securities
Connecticut
$509K -$1.31K -21 -0.3%
CANY
731
Caxton Associates (New York)
New York
$509K – – –
CFB
732
Cullen/Frost Bankers
Texas
$506K +$1.31K +21 +0.3%
LCP
733
Legacy Capital Partners
Wisconsin
$505K – – –
IAMOG
734
Investors Asset Management of Georgia
Georgia
$503K – – –
TCM
735
Teza Capital Management
Illinois
$503K +$68.9K +1,101 +16%
HGERS
736
Householder Group Estate & Retirement Specialist
Arizona
$502K +$1.88K +30 +0.4%
BS
737
Boenning & Scattergood
Pennsylvania
$497K -$45.7K -730 -9%
ACM
738
AlphaCrest Capital Management
New York
$495K -$2.31M -36,975 -83%
WFA
739
West Financial Advisors
Iowa
$494K – – –
CWM
740
Chesapeake Wealth Management
Virginia
$493K -$47K -750 -9%
IIM
741
Ipswich Investment Management
Massachusetts
$493K – – –
WP
742
WMS Partners
Maryland
$493K +$157K +2,501 +49%
AW
743
ACG Wealth
Georgia
$492K – – –
SW
744
SkyOak Wealth
Michigan
$491K -$62.5K -999 -12%
SSWM
745
Smith Salley Wealth Management
North Carolina
$491K -$814 -13 -0.2%
LCM
746
Laurion Capital Management
New York
$491K +$478K +7,633 New
HIA
747
Harbor Investment Advisory
Maryland
$490K -$34.4K -549 -7%
HAIM
748
Hunter Associates Investment Management
Pennsylvania
$489K – – –
BA
749
Bellwether Advisors
Nebraska
$489K +$467K +7,457 +5,326%
HH
750
Hilltop Holdings
Texas
$488K -$13.1K -210 -3%