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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
301
Next Financial Group
Texas
$27K
AP
302
Advisors Preferred
Maryland
$27K +$24.8K +378 New
BL
303
Balentine LLC
Georgia
$26K +$1.31K +20 +6%
GAM
304
Gemmer Asset Management
California
$25K
Creative Planning
305
Creative Planning
Kansas
$20K +$11.5K +175 +170%
AIL
306
AGF Investments LLC
Ontario, Canada
$20K +$18K +274 New
IWM
307
IHT Wealth Management
Illinois
$20K +$18.5K +283 New
QCG
308
Quadrant Capital Group
Ohio
$19K +$1.31K +20 +7%
OSAM
309
O'Shaughnessy Asset Management
Connecticut
$17K +$4.26K +65 +36%
HR
310
Howe & Rusling
New York
$16K
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$16K +$4.13K +63 +39%
EF
312
Empirical Finance
Pennsylvania
$14K +$12.6K +192 New
MA
313
MUFG Americas
New York
$12K +$852 +13 +8%
FPFS
314
First Personal Financial Services
North Carolina
$11K -$1.31K -20 -11%
CGT
315
Capital Guardian Trust
California
$11K
KT
316
Kanaly Trust
Texas
$10K -$131 -2 -1%
CFG
317
Citizens Financial Group
Rhode Island
$9K
IUHSA
318
Itau Unibanco Holding S.A.
Brazil
$7K -$5.24K -80 -44%
CF
319
CenterStar Fund
Illinois
$7K
PMFA
320
Plante Moran Financial Advisors
Michigan
$5K +$721 +11 +20%
GWM
321
Geneos Wealth Management
Colorado
$4K
MFW
322
Mosaic Family Wealth
Missouri
$4K
First Manhattan
323
First Manhattan
New York
$3K
MFS
324
MSI Financial Services
Massachusetts
$3K +$655 +10 +26%
FANJ
325
Financial Architects (New Jersey)
New Jersey
$3K +$2.88K +44 New