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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
451
Independent Advisor Alliance
North Carolina
$560K +$6.01K +64 +1%
DZ Bank
452
DZ Bank
Germany
$558K -$17.1M -182,696 -97%
SW
453
SkyOak Wealth
Michigan
$558K
FT
454
Fiduciary Trust
Massachusetts
$552K +$27.8K +296 +5%
IA
455
IndexIQ Advisors
New York
$548K +$73.6K +784 +15%
SCM
456
Stevens Capital Management
Pennsylvania
$548K +$573K +6,100 New
FA
457
Faithward Advisors
Pennsylvania
$546K +$570K +6,072 New
LNWWM
458
Laird Norton Wetherby Wealth Management
California
$543K -$428K -4,564 -43%
BCM
459
BlueCrest Capital Management
Jersey
$539K
GG
460
Gofen & Glossberg
Illinois
$539K
PIA
461
Perennial Investment Advisors
California
$529K +$131K +1,400 +31%
WC
462
Weil Company
California
$518K -$69.5K -740 -11%
NFC
463
Northeast Financial Consultants
Connecticut
$507K +$46.2K +492 +10%
RWB
464
RMR Wealth Builders
New Jersey
$505K +$39.8K +424 +8%
LS
465
Livforsakringsbolaget Skandia
Sweden
$503K
RG
466
Retirement Group
California
$502K +$10.1K +108 +2%
GCP
467
GSA Capital Partners
United Kingdom
$497K +$520K +5,536 New
OGF
468
Orin Green Financial
California
$496K
EFM
469
E Fund Management
China
$495K +$517K +5,512 New
Cerity Partners
470
Cerity Partners
New York
$494K +$65K +692 +14%
PSUF
471
People's United Financial
Connecticut
$486K -$12.8K -136 -2%
AI
472
Accredited Investors
Minnesota
$479K -$95K -1,012 -16%
GWM
473
Geneos Wealth Management
Colorado
$477K -$11.3K -120 -2%
GPGA
474
Grandeur Peak Global Advisors
Utah
$476K +$244K +2,600 +96%
BOC
475
Barbara Oil Co
Illinois
$476K +$498K +5,300 New