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Name Holding Trade Value Shares
Change
Change in
Stake
KFA
701
Kelleher Financial Advisors
New York
$546K -$856K -3,026 -60%
IB
702
Intrust Bank
Kansas
$546K +$23.8K +84 +4%
MCM
703
Manchester Capital Management
Vermont
$534K – – –
CWM
704
Concert Wealth Management
California
$533K -$37.6K -133 -7%
AI
705
Atria Investments
North Carolina
$533K +$119K +422 +28%
IFAM
706
Institutional & Family Asset Management
Colorado
$530K +$283 +1 +0.1%
CCA
707
Checchi Capital Advisers
California
$523K +$35.9K +127 +7%
AA
708
ALPS Advisors
Colorado
$519K +$50K +177 +10%
ACM
709
Alta Capital Management
Utah
$509K -$6.79K -24 -1%
CIA
710
Choate Investment Advisors
Massachusetts
$508K – – –
SGA
711
Strategic Global Advisors
California
$505K -$59.9K -212 -10%
BRWA
712
B. Riley Wealth Advisors
Florida
$490K +$63.6K +225 +14%
B
713
BancorpSouth
Mississippi
$490K +$97.3K +344 +24%
TC
714
TFS Capital
Pennsylvania
$489K +$41.6K +147 +9%
PHAM
715
Palisades Hudson Asset Management
Florida
$487K – – –
DA
716
Dillon & Associates
Michigan
$487K +$1.41K +5 +0.3%
GI
717
GAMCO Investors
Connecticut
$485K -$28.3K -100 -5%
NB
718
Nicolet Bankshares
Wisconsin
$485K +$98.4K +348 +24%
Cerity Partners
719
Cerity Partners
New York
$483K +$500K +1,768 New
Tudor Investment Corp
720
Tudor Investment Corp
Connecticut
$479K -$1.71M -6,063 -78%
ZIC
721
ZWJ Investment Counsel
Georgia
$474K +$490K +1,734 New
JFG
722
Jefferies Financial Group
New York
$469K +$485K +1,716 New
CAS
723
Cue Advisory Services
Arizona
$467K +$9.9K +35 +2%
JDR
724
Jay D. Rosenbaum
$466K +$77.8K +275 +19%
IPAM
725
ICICI Prudential Asset Management
India
$464K – – –