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Name Holding Trade Value Shares
Change
Change in
Stake
DWM
501
Dakota Wealth Management
Florida
$2.07M +$2.02M +8,649 New
HPCM
502
High Pointe Capital Management
Illinois
$2.07M -$131K -560 -6%
EF
503
Empirical Finance
Pennsylvania
$2.05M +$157K +670 +9%
SW
504
SVB Wealth
Massachusetts
$2.04M -$71.4K -305 -3%
PCM
505
Prana Capital Management
Connecticut
$2.03M +$1.99M +8,482 New
EFS
506
Essex Financial Services
Connecticut
$2.02M +$20.4K +87 +1%
RIM
507
Redpoint Investment Management
Australia
$2.02M
SLI
508
Sumitomo Life Insurance
Japan
$1.99M -$35.1K -150 -2%
WHG
509
Westwood Holdings Group
Texas
$1.98M +$124K +531 +7%
CC
510
Capital Counsel
New York
$1.98M +$103K +438 +6%
HAS
511
HBW Advisory Services
California
$1.98M -$2.45M -10,472 -56%
JC
512
JB Capital
Connecticut
$1.98M +$135K +575 +7%
WSFS
513
Wilmington Savings Fund Society
Delaware
$1.97M -$46.8K -200 -2%
SBH
514
Segall Bryant & Hamill
Illinois
$1.95M -$936 -4 -0%
MIAS
515
Mason Investment Advisory Services
Virginia
$1.93M
CCM
516
Community Capital Management
Florida
$1.92M -$1.87M -8,000 -89%
PFU
517
Parus Finance (UK)
United Kingdom
$1.91M -$618K -2,641 -25%
KOC
518
Koss-Olinger Consulting
Florida
$1.9M +$122K +521 +7%
TAM
519
Tocqueville Asset Management
New York
$1.9M +$107K +458 +6%
IWC
520
Integrated Wealth Concepts
Massachusetts
$1.89M +$13.1K +56 +0.7%
DY
521
Dowling & Yahnke
California
$1.89M +$188K +801 +11%
GCWM
522
Graham Capital Wealth Management
District of Columbia
$1.88M -$67.4K -288 -4%
MGIA
523
Moneta Group Investment Advisors
Missouri
$1.87M -$49.9K -213 -3%
RFC
524
Regions Financial Corp
Alabama
$1.87M -$11K -47 -0.6%
SCF
525
Sante Capital Fund
Texas
$1.86M +$1.82M +7,784 New