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Name Holding Trade Value Shares
Change
Change in
Stake
MWM
551
Mission Wealth Management
California
$259K +$273K +1,879 New
KF
552
Krilogy Financial
Missouri
$257K +$271K +1,867 New
FRM
553
Fox Run Management
Connecticut
$253K +$267K +1,834 New
ESCM
554
Echo Street Capital Management
New York
$253K +$267K +1,838 New
HW
555
Hancock Whitney
Mississippi
$252K +$5.24K +36 +2%
DA
556
DCM Advisors
New York
$248K – – –
BPA
557
Beacon Pointe Advisors
California
$248K +$260K +1,789 New
CAM
558
Claret Asset Management
Quebec, Canada
$244K -$445K -3,061 -63%
VCG
559
Vantage Consulting Group
Virginia
$244K +$45.1K +310 +21%
RC
560
RegentAtlantic Capital
New Jersey
$244K +$257K +1,767 New
BBHC
561
Brown Brothers Harriman & Co
New York
$242K +$63.1K +434 +33%
ETC
562
Exchange Traded Concepts
Oklahoma
$242K +$141K +970 +123%
SCM
563
Shelton Capital Management
Colorado
$236K -$12.9K -89 -5%
FIM
564
Freedom Investment Management
Connecticut
$231K +$244K +1,676 New
IA
565
IFP Advisors
Florida
$228K +$3.35K +23 +1%
TI
566
Tidal Investments
Wisconsin
$222K – – –
WA
567
Wealth Alliance
New York
$221K +$233K +1,603 New
WA
568
WESPAC Advisors
California
$220K -$59K -406 -20%
PWM
569
Perigon Wealth Management
California
$219K +$74.2K +510 +47%
TC
570
Telemus Capital
Michigan
$216K -$2.47K -17 -1%
CIA
571
Choate Investment Advisors
Massachusetts
$216K +$228K +1,565 New
APA
572
American Portfolios Advisors
New York
$214K +$127K +873 +128%
EAM
573
Evanson Asset Management
California
$214K – – –
ST
574
Smithfield Trust
Pennsylvania
$211K +$39.4K +271 +22%
CFG
575
Cooper Financial Group
California
$203K +$214K +1,470 New