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Name Holding Trade Value Shares
Change 		Change in
Stake
ZIC
501
ZWJ Investment Counsel
Georgia
$763K +$282K +7,766 +64%
W
502
Wealthfront
California
$761K +$436 +12 +0.1%
TFA
503
Transamerica Financial Advisors
Florida
$748K -$24.1K -662 -3%
IFWM
504
Institute for Wealth Management
Colorado
$748K +$5.49K +151 +0.8%
RMDI
505
R.M. Davis Inc
Maine
$746K +$7.34K +202 +1%
VIA
506
Virtus Investment Advisers
Connecticut
$745K -$92.6K -2,548 -12%
MSFP
507
Mark Sheptoff Financial Planning
Connecticut
$742K – – –
PRS
508
Pinkerton Retirement Specialists
Idaho
$724K +$31.2K +858 +5%
SLF
509
Sun Life Financial
Ontario, Canada
$722K -$56.2K -1,545 -8%
FFC
510
First Financial Corp
Indiana
$693K -$215K -5,914 -25%
CIA
511
Choate Investment Advisors
Massachusetts
$687K +$727 +20 +0.1%
FAAS
512
First Allied Advisory Services
California
$685K +$77.3K +2,125 +14%
CS
513
Comerica Securities
Michigan
$685K +$83.7K +2,303 +15%
HVIA
514
Hudson Valley Investment Advisors
New York
$684K +$50.5K +1,390 +8%
PG
515
PEAK6 Group
Illinois
$680K -$6.02M -165,532 -90%
1SB
516
1ST Source Bank
Indiana
$669K -$26.2K -722 -4%
CPA
517
Clear Perspective Advisors
Illinois
$667K -$29.7K -816 -4%
GXMC
518
Global X Management Company
New York
$659K +$112K +3,092 +22%
DADC
519
D.A. Davidson & Co
Montana
$640K -$46.5K -1,279 -7%
SB
520
Suntrust Banks
Georgia
$639K +$175K +4,802 +41%
ZCA
521
Zeke Capital Advisors
Pennsylvania
$637K +$186K +5,113 +45%
QT
522
Quantbot Technologies
New York
$631K +$597K +16,427 New
GCP
523
GSA Capital Partners
United Kingdom
$630K +$126K +3,456 +27%
WA1
524
Wimmer Associates 1
California
$628K -$136K -3,730 -19%
SW
525
SVB Wealth
Massachusetts
$617K -$15.3K -421 -3%
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