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Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
601
Partnervest Advisory Services
California
$367K -$28.9K -300 -7%
WIM
602
Westside Investment Management
California
$367K +$364K +3,785 New
FPCM
603
Financial Partners Capital Management
New York
$363K +$55.8K +580 +16%
CWM
604
Cornerstone Wealth Management
Missouri
$362K +$2.98K +31 +0.8%
GIM
605
Granahan Investment Management
Massachusetts
$356K +$50.5K +524 +15%
FBFS
606
First Business Financial Services
Wisconsin
$351K – – –
BBP
607
Banco BTG Pactual
Brazil
$351K +$385K +4,000 New
ICOA
608
Investment Centers of America
North Dakota
$347K +$107K +1,111 +40%
WC
609
Woodstock Corp
Massachusetts
$346K -$77.5K -805 -17%
RMAM
610
Raab & Moskowitz Asset Management
New Jersey
$345K -$51.5K -535 -12%
PAM
611
PT Asset Management
Illinois
$342K +$375K +3,900 New
WAM
612
Wealthspire Advisors (Maryland)
Maryland
$340K +$113K +1,170 +43%
GI
613
Gradient Investments
Minnesota
$338K -$111K -1,156 -23%
AIM
614
Advantage Investment Management
Iowa
$338K +$41.7K +433 +13%
HIM
615
Herald Investment Management
United Kingdom
$333K – – –
LCP
616
Legacy Capital Partners
Wisconsin
$328K +$4.81K +50 +1%
VIA
617
Vident Investment Advisory
Georgia
$326K +$357K +3,712 New
CCMH
618
Cornerstone Capital Management Holdings
New York
$324K -$3.38M -35,100 -90%
RIM
619
Regent Investment Management
Kentucky
$321K +$19.3K +200 +6%
MC
620
Moors & Cabot
Massachusetts
$321K +$112K +1,166 +48%
FMT
621
First Mercantile Trust
Tennessee
$316K -$94.9K -986 -21%
HCA
622
Harbour Capital Advisors
Virginia
$316K +$346K +3,595 New
HSA
623
HBK Sorce Advisory
Pennsylvania
$315K +$1.44K +15 +0.4%
BCM
624
BTC Capital Management
Iowa
$314K +$133K +1,385 +63%
CFD
625
Creative Financial Designs
Indiana
$314K +$344K +3,572 New
23 24
25
26 27