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Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
576
Benjamin F. Edwards & Company
Missouri
$402K +$34K +325 +10%
FAAS
577
First Allied Advisory Services
California
$399K +$53.3K +509 +16%
ICOA
578
Investment Centers of America
North Dakota
$398K +$145K +1,388 +52%
PA
579
Pinnacle Associates
New York
$396K -$1.65M -15,766 -81%
WPP
580
Whalerock Point Partners
Rhode Island
$396K
WEC
581
Winslow Evans & Crocker
Massachusetts
$395K -$10.8K -103 -3%
GAM
582
Gould Asset Management
California
$393K
TCM
583
Tradition Capital Management
New Jersey
$377K
Massachusetts Financial Services
584
Massachusetts Financial Services
Massachusetts
$377K -$4.19K -40 -1%
PWM
585
Perigon Wealth Management
California
$375K
ST
586
Smithfield Trust
Pennsylvania
$371K -$4.19K -40 -1%
WCM
587
Washington Capital Management
Washington
$369K
IC
588
IKOS CIF
Cyprus
$368K +$350K +3,344 New
Creative Planning
589
Creative Planning
Kansas
$367K +$102K +976 +40%
SFA
590
Sequoia Financial Advisors
Ohio
$362K +$39.1K +373 +13%
HPBT
591
High Point Bank & Trust
North Carolina
$348K -$18.3K -175 -5%
CC
592
Cannell & Co
New York
$347K +$337K +3,217 New
JRP
593
Jasper Ridge Partners
California
$346K
NFC
594
Northeast Financial Consultants
Connecticut
$346K
AI
595
Atria Investments
North Carolina
$346K +$8.48K +81 +3%
PPCM
596
Pillar Pacific Capital Management
California
$344K
CCP
597
Clarkston Capital Partners
Michigan
$340K +$330K +3,150 New
MSU
598
Maple Securities USA
New Jersey
$337K +$36.6K +349 +13%
HHGA
599
Halbert Hargrove Global Advisors
California
$335K -$31.4K -300 -9%
CB
600
Chemical Bank
Michigan
$330K