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Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
626
Bar Harbor Wealth Management
New Hampshire
$710K +$13.2K +50 +2%
W
627
Wealthfront
California
$704K -$56.8K -215 -7%
ACM
628
Apex Capital Management
Ohio
$702K -$30.4K -115 -4%
BCMO
629
Buckingham Capital Management (Ohio)
Ohio
$702K +$55.2K +209 +8%
CWM
630
Concert Wealth Management
California
$697K -$1.04M -3,923 -60%
CWM
631
Calamos Wealth Management
Illinois
$695K -$6.87K -26 -1%
AFWA
632
Ancora Family Wealth Advisors
Ohio
$686K +$696K +2,635 New
SW
633
SVB Wealth
Massachusetts
$680K -$55.7K -211 -7%
OTPPB
634
Ontario Teachers' Pension Plan Board
Ontario, Canada
$679K +$45.7K +173 +7%
EGA
635
Eagle Global Advisors
Texas
$677K – – –
MPWT
636
MassMutual Private Wealth & Trust
Connecticut
$673K +$41.5K +157 +6%
WC
637
Woodstock Corp
Massachusetts
$660K – – –
PAMG
638
Patton Albertson Miller Group
Tennessee
$657K +$35.1K +133 +6%
FA
639
Fagan Associates
New York
$652K +$29.1K +110 +5%
CC
640
Colrain Capital
Massachusetts
$651K +$660K +2,500 New
JG
641
Jefferies Group
New York
$646K -$6.5M -24,616 -91%
AssetMark Inc
642
AssetMark Inc
California
$646K +$23.2K +88 +4%
MAM
643
Mizuho Asset Management
Japan
$641K -$368K -1,392 -48%
FNB
644
First Niagara Bank
New York
$625K +$36.7K +139 +6%
HSA
645
HBK Sorce Advisory
Pennsylvania
$625K +$413K +1,563 +187%
PCP
646
Proficio Capital Partners
Massachusetts
$622K -$1.58K -6 -0.3%
GWM
647
Geneos Wealth Management
Colorado
$622K +$631K +2,390 New
BPCE
648
Bank Pictet & Cie (Europe)
Germany
$618K +$47.8K +181 +8%
PC
649
Palo Capital
California
$613K -$202K -764 -24%
Fiera Capital (Canada)
650
Fiera Capital (Canada)
Quebec, Canada
$609K -$39.6K -150 -6%