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Name Holding Trade Value Shares
Change
Change in
Stake
CL
401
Croft-Leominster
Maryland
$790K -$3.55M -37,248 -80%
RFS
402
Rockefeller Financial Services
New York
$786K -$2.45M -25,730 -74%
CAM
403
Claret Asset Management
Quebec, Canada
$783K +$879K +9,232 New
FCM
404
Flinton Capital Management
Pennsylvania
$770K +$864K +9,072 New
WA
405
Winfield Associates
Ohio
$768K +$101K +1,060 +13%
GHAM
406
Gilman Hill Asset Management
Connecticut
$734K -$46.7K -490 -5%
W
407
Wealthfront
California
$733K +$322K +3,380 +64%
PAG
408
Private Advisor Group
New Jersey
$730K +$103K +1,079 +16%
ASN
409
Advisory Services Network
Georgia
$728K +$272K +2,861 +50%
AWM
410
Altavista Wealth Management
North Carolina
$708K +$551K +5,791 +227%
AG
411
Advisor Group
Arizona
$707K -$542K -5,688 -41%
Fifth Third Bancorp
412
Fifth Third Bancorp
Ohio
$693K +$29.2K +307 +4%
FFA
413
First Foundation Advisors
California
$692K +$364K +3,827 +88%
CBB
414
Citizens Business Bank
California
$679K +$762K +8,000 New
LPT
415
Legacy Private Trust
Wisconsin
$665K +$747K +7,841 New
BCM
416
Beck Capital Management
Texas
$663K -$952 -10 -0.1%
GVT
417
Genesee Valley Trust
New York
$654K -$39.9K -419 -5%
LCM
418
Logan Capital Management
Pennsylvania
$649K +$190K +2,000 +35%
GAM
419
Gotham Asset Management
New York
$646K -$10.6M -111,526 -94%
PWMAG
420
Pinnacle Wealth Management Advisory Group
New Jersey
$625K -$16.7K -175 -2%
S
421
SimplyRich
California
$621K +$696K +7,315 New
PA
422
Profund Advisors
Maryland
$614K +$91.1K +957 +15%
PI
423
PineBridge Investments
New York
$613K +$379K +3,978 +123%
TAM
424
Tyers Asset Management
Texas
$605K +$679K +7,128 New
KRSITF
425
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$599K -$2.29K -24 -0.3%