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Name Holding Trade Value Shares
Change
Change in
Stake
PCG
801
Private Capital Group
Connecticut
$593K -$264K -2,048 -32%
Parallax Volatility Advisers
802
Parallax Volatility Advisers
California
$593K -$52.7K -409 -9%
DP
803
Dearborn Partners
Illinois
$588K
GT
804
Glenview Trust
Kentucky
$587K -$40K -310 -7%
ZF
805
Zhang Financial
Michigan
$587K
FCH
806
Freestone Capital Holdings
Washington
$586K -$11.9K -92 -2%
SWA
807
SFMG Wealth Advisors
Texas
$583K +$76.1K +590 +16%
OFS
808
Oldfather Financial Services
Nebraska
$581K
CPC
809
Cookson Peirce & Co
Pennsylvania
$581K +$16.4K +127 +3%
JWM
810
Jupiter Wealth Management
Colorado
$580K
DWM
811
Doyle Wealth Management
Florida
$579K +$516 +4 +0.1%
FNBT
812
FineMark National Bank & Trust
Florida
$576K +$16.8K +130 +3%
BCA
813
Berman Capital Advisors
Georgia
$573K +$27.6K +214 +5%
SIM
814
Sentry Investment Management
Wisconsin
$569K +$530K +4,115 New
IPW
815
Inlet Private Wealth
Florida
$568K +$1.16K +9 +0.2%
PCM
816
Parsons Capital Management
Rhode Island
$567K
FWM
817
Frontier Wealth Management
Missouri
$566K -$12K -93 -2%
RCS
818
Retirement Capital Strategies
California
$566K
AT
819
Arden Trust
Delaware
$564K -$19.1K -148 -3%
PNC
820
Park National Corp
Ohio
$563K -$530K -4,108 -50%
SAA
821
Southeast Asset Advisors
Georgia
$563K
CT
822
Cambridge Trust
Massachusetts
$563K +$12.5K +97 +2%
EBT
823
Enterprise Bank & Trust
Massachusetts
$553K
GCP
824
GSA Capital Partners
United Kingdom
$551K +$513K +3,983 New
MFGM
825
Marshall Financial Group (Maryland)
Maryland
$549K +$512K +3,973 New