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Name Holding Trade Value Shares
Change
Change in
Stake
CAM
501
Cresset Asset Management
Illinois
$713K -$464K -12,508 -40%
SIP
502
Scott Investment Partners
United Kingdom
$713K
VI
503
Vestcor Inc
New Brunswick, Canada
$697K -$109K -2,932 -14%
WFC
504
Western Financial Corp
California
$675K +$92.3K +2,488 +16%
RC
505
RegentAtlantic Capital
New Jersey
$673K +$119K +3,200 +22%
AWM
506
Axxcess Wealth Management
California
$668K +$655K +17,636 New
GC
507
Gilbert & Cook
Iowa
$652K +$60.7K +1,636 +11%
AG
508
AlphaSimPlex Group
Massachusetts
$644K -$456K -12,288 -42%
AWM
509
Apollon Wealth Management
South Carolina
$639K -$5.64K -152 -0.9%
VIA
510
Vident Investment Advisory
Georgia
$633K -$961K -25,880 -61%
NFG
511
Next Financial Group
Texas
$633K +$248K +6,672 +67%
MA
512
Mutual Advisors
Nebraska
$630K
SGA
513
Seaport Global Advisors
Massachusetts
$630K +$617K +16,632 New
HTC
514
Haverford Trust Company
Pennsylvania
$629K +$148 +4 +0%
AII
515
AGF Investments Inc
Ontario, Canada
$628K -$603K -16,240 -50%
Northwestern Mutual Wealth Management
516
Northwestern Mutual Wealth Management
Wisconsin
$624K +$166K +4,476 +37%
IWA
517
Intercontinental Wealth Advisors
Texas
$623K +$261K +7,036 +75%
ATC
518
Argent Trust Co
Tennessee
$619K -$65K -1,752 -10%
AssetMark Inc
519
AssetMark Inc
California
$616K +$599K +16,144 +15,523%
PFG
520
PAX Financial Group
Texas
$613K +$600K +16,164 New
GF
521
Gries Financial
Ohio
$606K
LNWWM
522
Laird Norton Wetherby Wealth Management
California
$605K +$14.5K +392 +3%
FBB
523
Fulton Breakefield Broenniman
Maryland
$602K -$30.4K -820 -5%
OWA
524
One Wealth Advisors
California
$602K +$6.53K +176 +1%
Nomura Holdings
525
Nomura Holdings
Japan
$601K -$427K -11,508 -42%