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Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
501
TS Financial Group (TSFG)
Illinois
$450K -$2.04K -17 -0.4%
SC
502
Sepio Capital
Utah
$448K
BHCM
503
Boulder Hill Capital Management
New York
$442K +$467K +3,900 New
RC
504
RegentAtlantic Capital
New Jersey
$436K -$174K -1,448 -27%
HSA
505
HBK Sorce Advisory
Pennsylvania
$435K
SWP
506
Strategic Wealth Partners
Ohio
$433K -$32.7K -273 -7%
ASN
507
Advisory Services Network
Georgia
$432K +$5.75K +48 +1%
MSFS
508
Main Street Financial Solutions
Pennsylvania
$427K +$60.5K +505 +16%
CANY
509
Caxton Associates (New York)
New York
$425K -$395K -3,294 -47%
BP
510
Ballentine Partners
Massachusetts
$422K +$35.2K +294 +9%
AA
511
AlphaMark Advisors
Kentucky
$413K +$18K +150 +4%
JG
512
Jefferies Group
New York
$408K +$432K +3,600 New
APA
513
American Portfolios Advisors
New York
$405K -$29.1K -243 -6%
PCM
514
Penn Capital Management
Pennsylvania
$403K -$20.3K -169 -5%
SW
515
SVB Wealth
Massachusetts
$401K +$141K +1,178 +50%
PMA
516
Prudent Man Advisors
Illinois
$400K +$599 +5 +0.1%
CWM
517
CIBC World Markets
New York
$395K -$1.51M -12,636 -78%
SC
518
SRB Corp
Massachusetts
$384K +$405K +3,380 New
BPA
519
Beacon Pointe Advisors
California
$383K -$44.2K -369 -10%
VAS
520
Vestmark Advisory Solutions
Massachusetts
$383K -$28.5K -238 -7%
CPA
521
Cardiff Park Advisors
California
$383K -$599 -5 -0.1%
HWM
522
HB Wealth Management
Georgia
$383K +$89.7K +748 +28%
CWM
523
Connecticut Wealth Management
Connecticut
$382K +$164K +1,365 +68%
EGM
524
Engineers Gate Manager
New York
$381K -$6.17M -51,438 -94%
AAM
525
Aureus Asset Management
Massachusetts
$379K