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Name Holding Trade Value Shares
Change
Change in
Stake
MGIM
651
M&G Investment Management
United Kingdom
$224K +$219K +3,336 New
PSUF
652
People's United Financial
Connecticut
$223K – – –
PWAG
653
Polaris Wealth Advisory Group
California
$223K – – –
TFS
654
Thoroughbred Financial Services
Tennessee
$223K +$11.6K +176 +6%
IA
655
IFP Advisors
Florida
$221K -$174K -2,640 -44%
CC
656
Chicago Capital
Illinois
$219K – – –
TWM
657
Torch Wealth Management
Ohio
$219K +$5K +76 +2%
BPM
658
Bowling Portfolio Management
Ohio
$217K – – –
TF
659
TRH Financial
Iowa
$217K +$212K +3,216 New
FPFS
660
First Personal Financial Services
North Carolina
$216K -$28.1K -428 -12%
PI
661
Putnam Investments
Massachusetts
$216K – – –
ABC
662
Associated Banc-Corp
Wisconsin
$214K – – –
CFA
663
Carroll Financial Associates
North Carolina
$213K +$55.2K +840 +36%
SMFS
664
Squar Milner Financial Services
California
$212K -$37.6K -572 -15%
KA
665
Kovack Advisors
Florida
$209K -$231K -3,516 -53%
FPS
666
Fieldpoint Private Securities
Connecticut
$209K – – –
NCM
667
Novare Capital Management
North Carolina
$209K – – –
EWA
668
EP Wealth Advisors
California
$209K +$205K +3,112 New
DT
669
Diversified Trust
Tennessee
$207K +$203K +3,080 New
AIM
670
Alhambra Investment Management
Florida
$205K +$200K +3,040 New
CAN
671
Claraphi Advisory Network
United States
$204K -$156K -2,376 -44%
MBT
672
Montecito Bank & Trust
California
$203K +$198K +3,012 New
CBT
673
Capital Bank & Trust
California
$202K – – –
KA
674
Klingman & Associates
New York
$201K – – –
CM
675
Castleark Management
Illinois
$199K -$9.66M -146,880 -98%