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Name Holding Trade Value Shares
Change
Change in
Stake
FNT
326
First National Trust
Pennsylvania
$524K +$52.4K +1,125 +11%
GC
327
Guggenheim Capital
Illinois
$511K -$21.6K -465 -4%
SWK
328
Stephen W. Kidder
$511K
AGP
329
Autumn Glory Partners
Texas
$507K +$518K +11,125 New
MYIA
330
Mount Yale Investment Advisors
Colorado
$502K +$120K +2,586 +31%
QCM
331
Quantinno Capital Management
New York
$491K +$203K +4,363 +68%
CFB
332
Cullen/Frost Bankers
Texas
$491K -$7.87K -169 -2%
API
333
Advisor Partners II
California
$489K -$9.96K -214 -2%
UH
334
Unigestion Holding
Switzerland
$484K -$91.1K -1,956 -15%
SGI
335
Summit Global Investments
Utah
$480K +$490K +10,534 New
BFG
336
Bleakley Financial Group
New Jersey
$476K -$10.8K -231 -2%
SS
337
Simplicity Solutions
Minnesota
$476K -$10.8K -231 -2%
Capstone Investment Advisors
338
Capstone Investment Advisors
New York
$473K +$483K +10,377 New
US Bancorp
339
US Bancorp
Minnesota
$473K +$17.8K +382 +4%
PWP
340
Phillips Wealth Planners
Mississippi
$467K +$19K +408 +4%
XT
341
XTX Topco
Cayman Islands
$462K +$472K +10,136 New
CSC
342
Caldwell Sutter Capital
California
$457K +$256K +5,502 +122%
AWA
343
Aaron Wealth Advisors
Illinois
$456K
AG
344
Advocate Group
Minnesota
$454K +$48.8K +1,048 +12%
FAIM
345
Financial Advocates Investment Management
Washington
$442K +$30K +644 +7%
DMIC
346
Dixon Mitchell Investment Counsel
British Columbia, Canada
$442K
SM
347
Sciencast Management
New Jersey
$440K +$456K +9,789 New
ASN
348
Advisory Services Network
Georgia
$440K -$168K -3,613 -27%
PA
349
Prossimo Advisors
California
$429K +$71.2K +1,530 +19%
HWAM
350
Hennion & Walsh Asset Management
New Jersey
$427K -$5.77K -124 -1%