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Name Holding Trade Value Shares
Change
Change in
Stake
EA
726
Emerald Advisers
Pennsylvania
$239K
CFA
727
Cahill Financial Advisors
Minnesota
$234K
GCA
728
Gideon Capital Advisors
New York
$231K +$227K +2,468 New
CBU
729
CIBC Bank USA
Illinois
$225K
CS
730
Credential Securities
$224K -$6.44K -70 -3%
AL
731
Aspiriant LLC
California
$222K +$219K +2,376 New
SA
732
SpiderRock Advisors
Delaware
$215K
SBIA
733
Sheaff Brock Investment Advisors
Indiana
$214K +$210K +2,286 New
BSW
734
Buckingham Strategic Wealth
Missouri
$213K +$210K +2,280 New
AIA
735
Allegis Investment Advisors
Idaho
$211K +$208K +2,263 New
KP
736
Keel Point
Alabama
$209K +$206K +2,242 New
AA
737
Apriem Advisors
California
$208K -$57.5K -625 -22%
PGFC
738
Peapack-Gladstone Financial Corp
New Jersey
$208K -$12.9K -140 -6%
HT
739
Heritage Trust
Oklahoma
$207K -$24.9K -271 -11%
JRP
740
Jasper Ridge Partners
California
$207K +$204K +2,216 New
CAG
741
Crestwood Advisors Group
Massachusetts
$206K +$202K +2,200 New
NAM
742
North American Management
Massachusetts
$203K +$200K +2,171 New
TF
743
Tompkins Financial
New York
$202K
PAM
744
Paradigm Asset Management
New York
$196K
AF
745
Allworth Financial
California
$187K
SWA
746
Sutton Wealth Advisors
Florida
$174K
JFA
747
JNBA Financial Advisors
Minnesota
$171K
EDRH
748
Edmond de Rothschild Holding
Switzerland
$165K
FPFS
749
First Personal Financial Services
North Carolina
$153K
AOWM
750
Alpha Omega Wealth Management
Virginia
$149K