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Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
SeaCrest Wealth Management
New York
$794K +$695K +2,294 New
DWM
602
Dakota Wealth Management
Florida
$793K – – –
BPCE
603
Bank Pictet & Cie (Europe)
Germany
$786K -$66.6K -220 -9%
TC
604
Telemus Capital
Michigan
$785K -$73K -241 -10%
IWA
605
Intercontinental Wealth Advisors
Texas
$781K +$34.2K +113 +5%
ANTB
606
AMG National Trust Bank
Colorado
$780K +$682K +2,251 New
CASB
607
Cape Ann Savings Bank
Massachusetts
$778K -$211K -698 -24%
RWM
608
Ritholtz Wealth Management
New York
$775K +$213K +702 +46%
BTWM
609
Baker Tilly Wealth Management
Wisconsin
$772K +$78.5K +259 +13%
EI
610
Ethic Inc
New York
$761K -$51.5K -170 -7%
RIA
611
Regal Investment Advisors
Michigan
$758K +$663K +2,188 New
AWM
612
Absher Wealth Management
North Carolina
$754K +$70.6K +233 +12%
FHB
613
First Hawaiian Bank
Hawaii
$753K +$67.6K +223 +11%
PA
614
Parallel Advisors
California
$751K +$59.7K +197 +10%
EMG
615
ETF Managers Group
New Jersey
$742K +$650K +2,147 New
FLPIM
616
F.L. Putnam Investment Management
Massachusetts
$741K +$282K +930 +77%
HWA
617
Heritage Wealth Advisors
Virginia
$735K -$18.2K -60 -3%
JMFC
618
J.M. Forbes & Co
Massachusetts
$733K -$1.51K -5 -0.2%
HSA
619
HBK Sorce Advisory
Pennsylvania
$732K +$92.1K +304 +17%
GT
620
Greenleaf Trust
Michigan
$728K -$55.1K -182 -8%
LFM
621
Lumina Fund Management
New York
$727K -$303K -1,000 -32%
MCA
622
Mercer Capital Advisers
New Jersey
$727K +$454K +1,500 +250%
MPPW
623
Mitchell & Pahl Private Wealth
Oklahoma
$716K -$5.76K -19 -0.9%
JIC
624
Johnson Investment Counsel
Ohio
$714K -$14.2K -47 -2%
SPIA
625
Steward Partners Investment Advisory
New York
$710K -$218K -718 -26%