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Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
426
O'Shaughnessy Asset Management
Connecticut
$847K -$154K -3,492 -13%
WFC
427
Western Financial Corp
California
$845K +$170K +3,841 +21%
CIP
428
Convergence Investment Partners
Florida
$838K -$128K -2,905 -11%
IGWM
429
ICA Group Wealth Management
Colorado
$812K +$204K +4,607 +27%
SPC
430
Sigma Planning Corp
Michigan
$807K +$56.4K +1,276 +6%
AIM
431
Acropolis Investment Management
Missouri
$804K +$9.55K +216 +1%
PSP
432
Principal Street Partners
Tennessee
$803K +$144K +3,265 +18%
IC
433
IEQ Capital
California
$795K +$104K +2,351 +12%
MNBTD
434
Moody National Bank Trust Division
Texas
$787K
VFM
435
Viking Fund Management
North Dakota
$787K
RA
436
Rational Advisors
New York
$775K +$75.6K +1,710 +9%
PAM
437
Paradigm Asset Management
New York
$774K -$8.84K -200 -1%
HFM
438
Hartford Financial Management
Connecticut
$768K
BAMF
439
BI Asset Management Fondsmaeglerselskab
Denmark
$743K +$627K +14,182 +251%
BSW
440
Buckingham Strategic Wealth
Missouri
$741K -$619 -14 -0.1%
SLI
441
Sumitomo Life Insurance
Japan
$738K -$92.1K -2,083 -10%
VAS
442
Vestmark Advisory Solutions
Massachusetts
$738K +$95.2K +2,154 +12%
SP
443
Symmetry Partners
Connecticut
$734K -$25.2K -569 -3%
KF
444
Krilogy Financial
Missouri
$728K +$44 +1 +0%
BDF
445
Balasa Dinverno & Foltz
$727K -$290K -6,548 -25%
GT
446
Greenleaf Trust
Michigan
$724K +$93.7K +2,120 +12%
RIM
447
Redpoint Investment Management
Australia
$719K +$43.2K +976 +5%
UCFA
448
United Capital Financial Advisors
Texas
$713K -$36.9K -834 -4%
ASN
449
Advisory Services Network
Georgia
$709K +$75.5K +1,707 +10%
FRM
450
Fox Run Management
Connecticut
$706K +$833K +18,838 New