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Name Holding Trade Value Shares
Change
Change in
Stake
3F
601
360 Financial
Minnesota
$576K +$274K +1,220 +89%
BMSSC
602
B. Metzler seel. Sohn & Co
Germany
$574K +$571K +2,543 New
CC
603
Cornerstone Capital
California
$573K +$12.8K +57 +2%
ETC
604
Exchange Traded Concepts
Oklahoma
$572K -$102K -456 -15%
WP
605
WealthPLAN Partners
Nebraska
$570K +$22.5K +100 +5%
JAFL
606
Jay A. Fishman Ltd
Michigan
$567K
F
607
F3Logic
Minnesota
$560K +$30.5K +136 +6%
BOC
608
Barbara Oil Co
Illinois
$557K
HVM
609
Harvest Volatility Management
Connecticut
$552K +$558K +2,485 New
WWM
610
Wolff Wiese Magana
California
$550K +$556K +2,475 New
IA
611
IndexIQ Advisors
New York
$539K +$545K +2,425 New
NL
612
NWAM LLC
Washington
$536K +$542K +2,412 New
HSA
613
HBK Sorce Advisory
Pennsylvania
$534K +$53.7K +239 +11%
IA
614
IFP Advisors
Florida
$534K +$243K +1,081 +81%
CGL
615
Clarius Group LLC
Washington
$530K +$223K +995 +72%
GSC
616
G&S Capital
Colorado
$529K +$534K +2,378 New
WTC
617
WhitTier Trust Company
Nevada
$528K -$112K -500 -17%
MIM
618
Moseley Investment Management
Florida
$523K +$142K +631 +37%
PFO
619
Pathstone Family Office
New Jersey
$512K +$517K +2,301 New
GEA
620
Glen Eagle Advisors
New Jersey
$511K -$133K -593 -21%
CAG
621
Crestwood Advisors Group
Massachusetts
$508K +$58K +258 +13%
GWM
622
Geneos Wealth Management
Colorado
$506K +$102K +455 +19%
BFS
623
Bard Financial Services
Connecticut
$506K +$511K +2,275 New
VCA
624
Verdence Capital Advisors
Maryland
$505K +$9.43K +42 +2%
CPIG
625
Chicago Partners Investment Group
Illinois
$502K +$44.5K +198 +11%