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Name Holding Trade Value Shares
Change
Change in
Stake
GP
301
Girard Partners
Pennsylvania
$885K +$130K +2,472 +19%
KC
302
Kepos Capital
New York
$868K +$203K +3,868 +34%
SPIA
303
Steward Partners Investment Advisory
New York
$863K +$8.4K +160 +1%
GVAG
304
Great Valley Advisor Group
Delaware
$845K +$4.41K +84 +0.6%
BPC
305
Banque Pictet & Cie
Switzerland
$837K +$780K +14,858 New
VCM
306
Versant Capital Management
Arizona
$825K
AA
307
ALPS Advisors
Colorado
$816K -$409K -7,792 -35%
ATC
308
Argent Trust Co
Tennessee
$813K -$11K -210 -1%
ZCM
309
Ziegler Capital Management
Illinois
$809K +$128K +2,440 +20%
WG
310
Winton Group
United Kingdom
$808K +$753K +14,344 New
ASN
311
Advisory Services Network
Georgia
$804K +$49.1K +934 +7%
CIC
312
Carnegie Investment Counsel
Ohio
$799K +$5.25K +100 +0.7%
PT
313
Plimoth Trust
Massachusetts
$781K -$2.63K -50 -0.4%
BHA
314
Beech Hill Advisors
New York
$773K -$65.7K -1,250 -8%
AIM
315
ARGA Investment Management
Connecticut
$763K
PAG
316
Private Advisor Group
New Jersey
$737K -$282K -5,376 -29%
HLOC
317
H.L. Ormond & Company
North Carolina
$737K +$704K +13,410 New
NCM
318
Narwhal Capital Management
Georgia
$732K
BCV
319
Banque Cantonale Vaudoise
Switzerland
$729K -$998K -19,000 -59%
VI
320
Vestcor Inc
New Brunswick, Canada
$717K +$358K +6,812 +115%
Cetera Investment Advisers
321
Cetera Investment Advisers
Illinois
$706K +$41.5K +790 +7%
IWC
322
Integrated Wealth Concepts
Massachusetts
$705K -$1.68K -32 -0.3%
SS
323
Simplicity Solutions
Minnesota
$702K +$16K +304 +2%
SAM
324
Shell Asset Management
Netherlands
$699K -$26.1K -496 -4%
SWM
325
Spire Wealth Management
Virginia
$694K +$589K +11,214 +1,021%