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Name Holding Trade Value Shares
Change
Change in
Stake
AAM
201
Advisors Asset Management
Colorado
$424K -$109K -556 -20%
DWT
202
Dorsey & Whitney Trust
South Dakota
$403K -$24K -122 -6%
CAM
203
CenterStar Asset Management
Illinois
$401K – – –
UCFA
204
United Capital Financial Advisors
Texas
$393K +$39.4K +200 +11%
IA
205
IFP Advisors
Florida
$388K – – –
Pacer Advisors
206
Pacer Advisors
Pennsylvania
$388K +$120K +609 +45%
AP
207
Advisor Partners
California
$368K +$85.5K +434 +31%
S
208
SimplyRich
California
$363K – – –
ECM
209
Evergreen Capital Management
Washington
$360K +$357K +1,814 New
MA
210
Minerva Advisors
Pennsylvania
$358K – – –
BTS
211
BB&T Securities
Virginia
$355K +$352K +1,789 New
WVP
212
Worth Venture Partners
New Jersey
$350K +$31.5K +160 +10%
CA
213
Commerzbank Aktiengesellschaft
Germany
$343K -$12K -61 -3%
SIA
214
Sit Investment Associates
Minnesota
$343K – – –
GT
215
Greenleaf Trust
Michigan
$332K +$20.7K +105 +7%
HC
216
Henshaw Capital
Massachusetts
$317K +$315K +1,599 New
AssetMark Inc
217
AssetMark Inc
California
$310K -$16.9K -86 -5%
SCA
218
Snowden Capital Advisors
New York
$308K +$306K +1,552 New
PCG
219
Private Capital Group
Connecticut
$308K -$28.6K -145 -9%
DZ Bank
220
DZ Bank
Germany
$298K +$295K +1,500 New
UFF
221
USA Financial Formulas
Michigan
$292K -$49.6K -252 -15%
CA
222
Calton & Associates
Florida
$285K +$67.1K +341 +31%
Lido Advisors
223
Lido Advisors
California
$284K +$282K +1,433 New
PCFFS
224
Pacific Center for Financial Services
California
$269K -$34.5K -175 -11%
APA
225
American Portfolios Advisors
New York
$268K +$181K +918 +212%