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Name Holding Trade Value Shares
Change
Change in
Stake
WF
451
Welch & Forbes
Massachusetts
$131K
ASN
452
Advisory Services Network
Georgia
$127K -$236K -4,128 -65%
CCM
453
Coldstream Capital Management
Washington
$127K -$5.16K -90 -4%
HH
454
Hilltop Holdings
Texas
$126K +$11.6K +203 +10%
RWM
455
Ritholtz Wealth Management
New York
$122K -$8.99K -157 -7%
Baird Financial Group
456
Baird Financial Group
Wisconsin
$121K +$1.26K +22 +1%
VF
457
Virtu Financial
New York
$121K -$11.5K -200 -9%
SSW
458
Smith Shellnut Wilson
Mississippi
$121K
SC
459
Schoolcraft Capital
Colorado
$120K
SAM
460
Silvercrest Asset Management
New York
$116K
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$115K -$2.12K -37 -2%
FFN
462
Focus Financial Network
Minnesota
$115K
MPAM
463
Murphy Pohlad Asset Management
Minnesota
$114K
PWP
464
Phillips Wealth Planners
Mississippi
$112K +$116K +2,025 New
SIM
465
Sentry Investment Management
Wisconsin
$110K
NFSG
466
Newbridge Financial Services Group
Florida
$108K +$4.41K +77 +4%
Bessemer Group
467
Bessemer Group
New Jersey
$107K -$2.52K -44 -2%
QCG
468
Quadrant Capital Group
Ohio
$98.3K +$6.13K +107 +7%
EBA
469
Eagle Bay Advisors
New York
$93.6K -$37.5K -654 -28%
GRP
470
Global Retirement Partners
California
$78.2K +$23.6K +412 +36%
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$69.7K
CI Investments Inc
472
CI Investments Inc
Ontario, Canada
$69K +$21.2K +371 +44%
CT
473
Caldwell Trust
Florida
$66.6K
TWC
474
TD Waterhouse Canada
Ontario, Canada
$66.5K -$4.41K -77 -6%
CTC
475
Central Trust Company
Missouri
$66.4K