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Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
626
Mayflower Financial Advisors
Massachusetts
$261K – – –
CTC
627
Central Trust Company
Missouri
$260K +$51.6K +350 +25%
EF
628
Empirical Finance
Pennsylvania
$260K +$255K +1,726 New
SPC
629
Sigma Planning Corp
Michigan
$259K +$2.8K +19 +1%
KFS
630
Kurt F. Somerville
$256K – – –
MCM
631
MAI Capital Management
Ohio
$256K +$10.8K +73 +4%
LNC
632
Lincoln National Corp
Pennsylvania
$254K +$20.2K +137 +9%
HCM
633
Howland Capital Management
Massachusetts
$253K -$5.9K -40 -2%
IC
634
Intersect Capital
California
$249K +$11.1K +75 +5%
EI
635
Ellevest Inc
New York
$248K +$92.7K +628 +62%
PCM
636
Pointe Capital Management
Michigan
$246K +$4.57K +31 +2%
SIM
637
SSI Investment Management
California
$245K -$1.03K -7 -0.4%
MFG
638
Merit Financial Group
Georgia
$245K +$2.06K +14 +0.9%
PMFA
639
Plante Moran Financial Advisors
Michigan
$244K – – –
PCG
640
Private Capital Group
Connecticut
$243K -$119K -804 -33%
JWCA
641
J.W. Coons Advisors
Ohio
$243K -$59K -400 -20%
QI
642
QS Investors
New York
$243K – – –
KPW
643
Kore Private Wealth
New York
$243K +$5.46K +37 +2%
MHIC
644
Marble Harbor Investment Counsel
Massachusetts
$241K – – –
HH
645
Hilltop Holdings
Texas
$241K +$236K +1,598 New
ESCM
646
Echo Street Capital Management
New York
$239K +$234K +1,589 New
RSWM
647
Robertson Stephens Wealth Management
California
$236K -$72.3K -490 -24%
CCM
648
Coldstream Capital Management
Washington
$234K +$7.82K +53 +4%
PA
649
Parallel Advisors
California
$231K +$13.9K +94 +7%
SIM
650
Sentry Investment Management
Wisconsin
$229K +$52.5K +356 +31%
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