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Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
201
Pinnacle Financial Partners (Tennessee)
Tennessee
$356K +$380K +1,894 New
ECM
202
Evergreen Capital Management
Washington
$347K -$1.2K -6 -0.3%
S
203
SimplyRich
California
$344K – – –
MA
204
Minerva Advisors
Pennsylvania
$340K – – –
CWM
205
CIBC World Markets
New York
$329K +$351K +1,748 New
CSS
206
Cubist Systematic Strategies
Connecticut
$326K +$347K +1,733 New
FA
207
FDx Advisors
Illinois
$326K +$348K +1,735 New
SIA
208
Sit Investment Associates
Minnesota
$325K – – –
LJAC
209
L.J. Altfest & Co
New York
$324K +$346K +1,724 New
SCA
210
Snowden Capital Advisors
New York
$307K +$14K +70 +4%
APA
211
American Portfolios Advisors
New York
$305K +$28.1K +140 +9%
IA
212
IFP Advisors
Florida
$301K -$145K -721 -31%
HC
213
Henshaw Capital
Massachusetts
$301K – – –
ACA
214
Atlas Capital Advisors
Wyoming
$296K -$146K -726 -32%
SWM
215
Segment Wealth Management
Texas
$289K +$45.5K +227 +17%
BFM
216
Boothbay Fund Management
New York
$288K +$46.1K +230 +18%
UCFA
217
United Capital Financial Advisors
Texas
$285K -$129K -645 -30%
Brown Advisory
218
Brown Advisory
Maryland
$275K +$1K +5 +0.3%
STA
219
Summit Trail Advisors
New York
$275K +$233K +1,164 +388%
AAM
220
Advisors Asset Management
Colorado
$260K -$201 -1 -0.1%
1WA
221
180 Wealth Advisors
Washington
$260K +$41.9K +209 +18%
BWP
222
BSW Wealth Partners
Colorado
$260K +$278K +1,384 New
AssetMark Inc
223
AssetMark Inc
California
$257K -$20.7K -103 -7%
RWP
224
RWA Wealth Partners
Massachusetts
$251K – – –
LWS
225
Lucia Wealth Services
California
$244K -$31.9K -159 -11%