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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
326
Private Capital Group
Connecticut
$535K -$169K -451 -24%
PCA
327
Personal Capital Advisors
California
$533K +$540K +1,444 New
BP
328
Ballentine Partners
Massachusetts
$520K +$26.5K +71 +5%
RWP
329
RWA Wealth Partners
Massachusetts
$504K -$8.6K -23 -2%
QCG
330
Quadrant Capital Group
Ohio
$504K +$85.2K +228 +20%
NAM
331
NorthCoast Asset Management
Connecticut
$500K +$506K +1,354 New
VFA
332
Voya Financial Advisors
Connecticut
$499K -$9.35K -25 -2%
GAG
333
GM Advisory Group
New York
$497K
UR
334
USCA RIA
Texas
$495K +$7.48K +20 +2%
PFPT
335
Pinnacle Financial Partners (Tennessee)
Tennessee
$490K -$41.5K -111 -8%
Bank of Nova Scotia
336
Bank of Nova Scotia
Ontario, Canada
$490K +$20.6K +55 +4%
OIA
337
OneDigital Investment Advisors
Kansas
$487K +$53.8K +144 +12%
PG
338
Pendal Group
Australia
$486K +$286K +764 +139%
HSA
339
HBK Sorce Advisory
Pennsylvania
$483K +$62.8K +168 +15%
Charles Schwab
340
Charles Schwab
California
$482K -$43.7K -117 -8%
AO
341
Advisor OS
Illinois
$478K +$178K +476 +58%
IC
342
Intersect Capital
California
$477K +$483K +1,292 New
ASN
343
Advisory Services Network
Georgia
$475K +$12.7K +34 +3%
ATIA
344
American Trust Investment Advisors
New Hampshire
$461K +$467K +1,250 New
CG
345
Caprock Group
Idaho
$458K +$38.5K +103 +9%
WI
346
WrapManager Inc
California
$455K +$27.7K +74 +6%
VC
347
Veracity Capital
Georgia
$454K +$459K +1,228 New
ACM
348
Allred Capital Management
Texas
$452K
SI
349
Shaker Investments
Ohio
$444K +$450K +1,203 New
BFM
350
Boothbay Fund Management
New York
$443K +$449K +1,200 New