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Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
626
Pinnacle Wealth Planning Services
Ohio
$602K -$6.43K -22 -1%
TIM
627
Thompson Investment Management
Wisconsin
$600K
DTL
628
Dynamic Technology Lab
Singapore
$596K -$88.8K -304 -13%
PFM
629
Parsec Financial Management
North Carolina
$596K
AP
630
Advisors Preferred
Maryland
$587K +$573K +1,961 New
QCM
631
Quantinno Capital Management
New York
$582K +$287K +982 +103%
BTWM
632
Baker Tilly Wealth Management
Wisconsin
$581K +$127K +433 +29%
PMFA
633
Plante Moran Financial Advisors
Michigan
$580K
CG
634
Caprock Group
Idaho
$577K +$119K +406 +27%
FBFS
635
First Business Financial Services
Wisconsin
$577K
Harris Associates
636
Harris Associates
Illinois
$573K -$666K -2,280 -54%
HC
637
Henshaw Capital
Massachusetts
$573K -$830K -2,840 -60%
S
638
SignatureFD
Georgia
$572K +$86.5K +296 +18%
CIA
639
Capital Investment Advisors
Georgia
$571K -$1.46K -5 -0.3%
RW
640
Rede Wealth
Virginia
$570K
CI
641
Conning Inc
Connecticut
$569K -$1.75K -6 -0.3%
EP
642
Edgestream Partners
New Jersey
$568K +$553K +1,892 New
LF
643
Lantz Financial
Illinois
$565K
YIH
644
Y-Intercept (HK)
Hong Kong
$563K +$548K +1,876 New
WP
645
WMS Partners
Maryland
$562K +$7.3K +25 +1%
FANJ
646
Financial Architects (New Jersey)
New Jersey
$562K
WI
647
WrapManager Inc
California
$559K -$52.9K -181 -9%
VFA
648
Valeo Financial Advisors
Indiana
$555K +$158K +541 +41%
FCH
649
Freestone Capital Holdings
Washington
$550K -$34.8K -119 -6%
TWC
650
TD Waterhouse Canada
Ontario, Canada
$540K -$19K -65 -3%