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Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1076
Personal Capital Advisors
California
$3.07M -$39.1K -892 -1%
LNC
1077
Lincoln National Corp
Pennsylvania
$3.07M +$93.3K +2,127 +3%
GIP
1078
Granite Investment Partners
California
$3.06M – – –
CWM
1079
Concentric Wealth Management
California
$3.04M -$53.5K -1,220 -2%
WC
1080
Winmill & Co
New Hampshire
$3.03M – – –
HBWM
1081
Hollow Brook Wealth Management
New York
$3.03M +$13.2K +300 +0.5%
IWC
1082
Integrated Wealth Concepts
Massachusetts
$3.01M +$651K +14,851 +30%
HRC
1083
Hoertkorn Richard Charles
$3.01M -$21.9K -500 -0.8%
PG
1084
Patten Group
Tennessee
$3M +$89.4K +2,039 +3%
DDC
1085
DF Dent & Co
Maryland
$3M +$105K +2,383 +4%
AC
1086
Abbrea Capital
California
$3M +$57.1K +1,302 +2%
SCP
1087
Shorepoint Capital Partners
Massachusetts
$3M +$422K +9,613 +18%
PI
1088
PEAK6 Investments
Illinois
$2.99M +$2.81M +64,138 New
MWM
1089
Minot Wealth Management
Massachusetts
$2.98M +$492K +11,211 +21%
DWT
1090
Dorsey & Whitney Trust
South Dakota
$2.97M -$215K -4,905 -7%
HH
1091
Hilltop Holdings
Texas
$2.97M +$805K +18,368 +41%
HCM
1092
Highlander Capital Management
New Jersey
$2.97M +$2.19K +50 +0.1%
WAM
1093
Weatherly Asset Management
California
$2.96M -$16.2K -370 -0.6%
KWILP
1094
Kiwi Wealth Investments Limited Partnership
New Zealand
$2.96M – – –
OIA
1095
OneDigital Investment Advisors
Kansas
$2.95M +$54K +1,231 +2%
CIAS
1096
Capital Investment Advisory Services
North Carolina
$2.94M +$268K +6,103 +11%
WDA
1097
Wendell David Associates
New Hampshire
$2.93M – – –
TCBWMS
1098
Texas Capital Bank Wealth Management Services
Texas
$2.93M +$524K +11,956 +24%
FAM
1099
Fred Alger Management
New York
$2.93M -$219 -5 -0%
BCFS
1100
Butensky & Cohen Financial Security
Florida
$2.92M +$188K +4,280 +7%
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