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Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
726
Focus Partners Wealth
Massachusetts
$820K +$496K +1,735 +142%
OAM
727
Oppenheimer Asset Management
New York
$819K +$217K +758 +34%
HSA
728
HBK Sorce Advisory
Pennsylvania
$812K +$13.7K +48 +2%
Capstone Investment Advisors
729
Capstone Investment Advisors
New York
$809K +$453K +1,586 +119%
FCA
730
FLC Capital Advisors
California
$809K
CA
731
Cornerstone Advisors
North Carolina
$803K
GIA
732
Guyasuta Investment Advisors
Pennsylvania
$802K
GRP
733
Global Retirement Partners
California
$799K +$50K +175 +6%
WBCM
734
Wilson & Boucher Capital Management
California
$798K +$21.4K +75 +3%
AIM
735
Acropolis Investment Management
Missouri
$798K -$27.1K -95 -3%
CCA
736
Checchi Capital Advisers
California
$789K +$23.1K +81 +3%
BFS
737
Bradley Foster & Sargent
Connecticut
$785K
VSQM
738
V-Square Quantitative Management
Illinois
$784K -$40K -140 -5%
HWM
739
HB Wealth Management
Georgia
$784K +$66.3K +232 +9%
UCFA
740
United Capital Financial Advisors
Texas
$783K +$38.9K +136 +5%
VHAM
741
Van Hulzen Asset Management
California
$783K +$3.14K +11 +0.4%
Wellington Management Group
742
Wellington Management Group
Massachusetts
$783K -$150K -525 -16%
CM
743
Columbus Macro
Pennsylvania
$773K -$3.14K -11 -0.4%
DBIA
744
Dumont & Blake Investment Advisors
New Jersey
$772K +$401K +1,404 +101%
SAM
745
Smithbridge Asset Management
Pennsylvania
$770K -$1.72K -6 -0.2%
FMII
746
Farmers & Merchants Investments Inc
Nebraska
$763K
WT
747
Whittier Trust
California
$763K +$9.43K +33 +1%
GVAG
748
Great Valley Advisor Group
Delaware
$763K +$15.7K +55 +2%
PAS
749
Point72 Asia (Singapore)
Singapore
$756K +$639K +2,237 +453%
CIM
750
CIM Investment Management
Pennsylvania
$744K -$7.14K -25 -0.9%