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Name Holding Trade Value Shares
Change
Change in
Stake
FMBTD
551
First Midwest Bank Trust Division
Illinois
$314K -$13.1K -100 -4%
BC
552
Brinker Capital
Pennsylvania
$311K +$305K +2,334 New
HCM
553
Hengehold Capital Management
Ohio
$308K – – –
CCG
554
Chatham Capital Group
Georgia
$304K – – –
FCMC
555
Founders Capital Management (Connecticut)
Connecticut
$303K – – –
AI
556
Atria Investments
North Carolina
$303K +$20.2K +154 +7%
CIC
557
Crawford Investment Counsel
Georgia
$301K -$79.6K -608 -21%
HCM
558
Harvest Capital Management
New Hampshire
$292K – – –
CIA
559
Choate Investment Advisors
Massachusetts
$286K – – –
IA
560
IFP Advisors
Florida
$285K +$69.9K +534 +33%
FAAS
561
First Allied Advisory Services
California
$281K +$53.4K +408 +24%
NME
562
Notis-McConarty Edward
$280K – – –
WAM
563
Wealthspire Advisors (Maryland)
Maryland
$279K +$2.62K +20 +1%
LPT
564
Legacy Private Trust
Wisconsin
$278K -$45.8K -350 -14%
PL
565
Parkwood LLC
Ohio
$276K +$271K +2,069 New
FFA
566
First Foundation Advisors
California
$273K +$9.95K +76 +4%
UR
567
USCA RIA
Texas
$271K +$43.8K +335 +20%
CT
568
Cambridge Trust
Massachusetts
$268K – – –
GIA
569
Granite Investment Advisors
New Hampshire
$267K – – –
SLAM
570
Swiss Life Asset Management
$267K +$262K +2,000 New
AIS
571
American Investment Services
Massachusetts
$265K – – –
FWCM
572
Ferguson Wellman Capital Management
Oregon
$263K +$38.2K +292 +17%
HPC
573
HM Payson & Co
Maine
$259K -$52.3K -400 -17%
Cetera Investment Advisers
574
Cetera Investment Advisers
Illinois
$255K +$16.6K +127 +7%
GEM
575
Global Endowment Management
North Carolina
$255K +$250K +1,910 New