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Name Holding Trade Value Shares
Change
Change in
Stake
JDR
1151
Jay D. Rosenbaum
$728K
DCM
1152
Dynamic Capital Management
Jersey
$728K +$794K +7,550 New
JPTCCM
1153
J.P. Turner & Co Capital Management
Georgia
$726K -$382K -3,635 -32%
CBU
1154
CIBC Bank USA
Illinois
$720K -$318K -3,029 -29%
HCP
1155
Holt Capital Partners
Texas
$717K
ASN
1156
Advisory Services Network
Georgia
$717K +$162K +1,538 +26%
PAIA
1157
Park Avenue Institutional Advisers
New York
$715K -$18.3K -174 -2%
FMWA
1158
Forvis Mazars Wealth Advisors
Missouri
$715K +$240K +2,281 +44%
IMAS
1159
ID Management A/S
Denmark
$714K +$778K +7,400 New
KTC
1160
Kistler-Tiffany Companies
Pennsylvania
$713K
TCOT
1161
Trust Company of Toledo
Ohio
$711K +$74.6K +710 +11%
TCOTO
1162
Trust Company of the Ozarks
Missouri
$710K -$23K -219 -3%
BSW
1163
Buckingham Strategic Wealth
Missouri
$707K +$10.1K +96 +1%
HSA
1164
HBK Sorce Advisory
Pennsylvania
$707K +$52.9K +503 +7%
SCI
1165
S&CO Inc
Massachusetts
$703K
BJL
1166
Brighton Jones LLC
Washington
$701K +$16.7K +159 +2%
WEC
1167
Winslow Evans & Crocker
Massachusetts
$699K +$25.2K +240 +3%
Verition Fund Management
1168
Verition Fund Management
Connecticut
$696K +$758K +7,210 New
FMBTD
1169
First Midwest Bank Trust Division
Illinois
$695K +$42.1K +400 +6%
PCM
1170
Pointe Capital Management
Michigan
$691K +$116K +1,104 +18%
IFS
1171
Ifrah Financial Services
Arkansas
$689K -$6.73K -64 -0.9%
HT
1172
HighTower Trust
Texas
$681K +$42.1K +400 +6%
FMT
1173
First Mercantile Trust
Tennessee
$678K +$103K +984 +16%
BB
1174
Bell Bank
North Dakota
$675K -$30K -285 -4%
BC
1175
Banced Corp
Illinois
$666K -$152K -1,442 -17%