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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
501
CrestPoint Capital Management
Missouri
$445K +$442K +16,544 New
Capstone Investment Advisors
502
Capstone Investment Advisors
New York
$434K +$432K +16,162 New
AP
503
Advisor Partners
California
$428K +$8.13K +304 +2%
DWT
504
Dorsey & Whitney Trust
South Dakota
$423K -$57.9K -2,164 -12%
VI
505
Versor Investments
New York
$422K -$225K -8,412 -35%
WAM
506
Wealthspire Advisors (Maryland)
Maryland
$422K +$56.3K +2,104 +15%
AssetMark Inc
507
AssetMark Inc
California
$421K +$111K +4,146 +36%
ECM
508
ETrade Capital Management
Virginia
$420K -$39K -1,460 -9%
SIG
509
Schaller Investment Group
North Carolina
$419K
BAS
510
Brown Advisory Securities
Maryland
$419K +$64.9K +2,425 +19%
HSA
511
HBK Sorce Advisory
Pennsylvania
$418K -$317K -11,835 -43%
LOAME
512
Lombard Odier Asset Management (Europe)
United Kingdom
$417K
KF
513
Krilogy Financial
Missouri
$416K +$365K +13,654 +748%
CT
514
Chicago Trust
Illinois
$414K +$26.3K +983 +7%
WAP
515
Wealthcare Advisory Partners
Pennsylvania
$414K +$412K +15,407 New
TNB
516
Thomasville National Bank
Georgia
$408K -$9.71K -363 -2%
ARM
517
Adirondack Research & Management
New York
$408K
TYCC
518
Texas Yale Capital Corp
Florida
$400K
AOWM
519
Alpha Omega Wealth Management
Virginia
$396K
BWAM
520
Boyd Watterson Asset Management
Ohio
$394K -$12.8K -479 -3%
FC
521
Financial Consulate
Maryland
$394K +$40.1K +1,499 +11%
ABC
522
Associated Banc-Corp
Wisconsin
$391K +$389K +14,529 New
FMWA
523
Forvis Mazars Wealth Advisors
Missouri
$390K +$10.4K +387 +3%
NSEDCP
524
NJ State Employees Deferred Compensation Plan
New Jersey
$384K
FPFS
525
First Personal Financial Services
North Carolina
$384K +$3.42K +128 +0.9%