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Name Holding Trade Value Shares
Change
Change in
Stake
EWM
576
Empirical Wealth Management
Washington
$350K +$342K +2,405 New
CBFP
577
Cedar Brook Financial Partners
Ohio
$341K -$4.55K -32 -1%
FNBTCON
578
First National Bank & Trust Co of Newtown
Pennsylvania
$339K
FFM
579
Forum Financial Management
Illinois
$338K -$142 -1 -0%
AA
580
ALPS Advisors
Colorado
$337K -$33.7K -237 -9%
IWC
581
Integrated Wealth Concepts
Massachusetts
$335K +$24.7K +174 +8%
VI
582
Versor Investments
New York
$334K +$327K +2,300 New
AFWM
583
AMJ Financial Wealth Management
Virginia
$334K +$326K +2,295 New
DGAM
584
Desjardins Global Asset Management
Quebec, Canada
$325K +$319K +2,241 New
NA
585
NewEdge Advisors
Louisiana
$325K -$6.54K -46 -2%
FL
586
Fort LP
Maryland
$324K -$139K -979 -31%
PGFC
587
Peapack-Gladstone Financial Corp
New Jersey
$324K -$7.82K -55 -2%
UB
588
UMB Bank
Missouri
$321K -$58.8K -414 -16%
WPC
589
Wedmont Private Capital
Pennsylvania
$321K +$31.3K +220 +10%
CCA
590
Checchi Capital Advisers
California
$319K -$4.83K -34 -2%
FMLI
591
Fukoku Mutual Life Insurance
Japan
$317K
PJSIMP
592
P.J. Schmidt Investment Management (PJS)
Wisconsin
$315K +$15.6K +110 +5%
CWM
593
Congress Wealth Management
Massachusetts
$314K -$6.25K -44 -2%
CFB
594
Cullen/Frost Bankers
Texas
$313K +$13.9K +98 +5%
MWM
595
Modera Wealth Management
New Jersey
$310K -$85.3K -600 -22%
Jones Financial Companies
596
Jones Financial Companies
Missouri
$310K -$14.2K -100 -4%
TI
597
Trexquant Investment
Connecticut
$306K -$525K -3,697 -64%
PA
598
Parallel Advisors
California
$303K +$17.2K +121 +6%
BCV
599
Banque Cantonale Vaudoise
Switzerland
$296K
FFN
600
Focus Financial Network
Minnesota
$294K -$5.69K -40 -2%