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Name Holding Trade Value Shares
Change
Change in
Stake
MA
501
Mutual Advisors
Nebraska
$550K +$9.67K +312 +2%
HTC
502
Haverford Trust Company
Pennsylvania
$547K – – –
PFO
503
Pathstone Family Office
New Jersey
$531K +$93.6K +3,020 +23%
AP
504
Advisor Partners
California
$529K +$19.3K +624 +4%
Walleye Trading
505
Walleye Trading
New York
$519K -$60.5K -1,952 -11%
JG
506
Jefferies Group
New York
$519K +$488K +15,744 New
OWA
507
One Wealth Advisors
California
$518K +$107K +3,464 +28%
LNWWM
508
Laird Norton Wetherby Wealth Management
California
$507K +$174K +5,600 +57%
GC
509
Gilbert & Cook
Iowa
$502K +$30.4K +980 +7%
CAL
510
Capital Analysts LLC
Pennsylvania
$498K -$79.4K -2,560 -14%
PMA
511
Prudent Man Advisors
Illinois
$489K +$20.1K +648 +5%
ST
512
Smithfield Trust
Pennsylvania
$488K – – –
RC
513
RegentAtlantic Capital
New Jersey
$480K +$4.96K +160 +1%
FA
514
Faithward Advisors
Pennsylvania
$474K -$559K -18,044 -56%
WSTAM
515
Wilbanks Smith & Thomas Asset Management
Virginia
$473K +$8.93K +288 +2%
WFC
516
Western Financial Corp
California
$472K +$26.8K +864 +6%
SEC
517
Seven Eight Capital
New York
$471K -$1.84M -59,304 -81%
CP
518
Covenant Partners
Tennessee
$464K – – –
FP
519
Fiduciary Planning
Florida
$462K +$434K +14,004 New
CIC
520
Chilton Investment Company
Connecticut
$460K +$36.6K +1,180 +9%
WCF
521
West Coast Financial
California
$456K -$54.7K -1,764 -11%
BJL
522
Brighton Jones LLC
Washington
$450K +$4.71K +152 +1%
CC
523
Centiva Capital
New York
$444K +$183K +5,892 +78%
RJT
524
Raymond James Trust
Florida
$443K -$73.8K -2,380 -15%
PP
525
Paloma Partners
Connecticut
$430K -$3.93M -126,608 -91%