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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
526
Valley National Advisers
Pennsylvania
$937K +$169K +12,362 +18%
SPA
527
Sentinel Pension Advisors
Massachusetts
$929K +$21.1K +1,544 +2%
QT
528
Quantbot Technologies
New York
$929K +$1.14M +83,543 New
MWM
529
Merriman Wealth Management
Washington
$928K +$1.14M +83,354 New
CFB
530
Cullen/Frost Bankers
Texas
$916K -$34.7K -2,533 -3%
ECM
531
Everence Capital Management
Indiana
$911K
TCM
532
Triumph Capital Management
Colorado
$909K +$136K +9,950 +14%
FSA
533
Fort Sheridan Advisors
Illinois
$906K -$54.7K -3,998 -5%
NVIM
534
New Vernon Investment Management
Illinois
$902K +$1.11M +81,000 New
SAI
535
Systematic Alpha Investments
New Jersey
$890K -$1.25M -91,040 -53%
Bessemer Group
536
Bessemer Group
New Jersey
$890K -$84.6K -6,179 -7%
AG
537
AIA Group
Hong Kong
$889K -$674K -49,209 -38%
CFFP
538
Center for Financial Planning
Michigan
$888K -$123K -9,013 -10%
FAB
539
First American Bank
Illinois
$884K +$122K +8,889 +13%
EF
540
Empirical Finance
Pennsylvania
$883K +$60.7K +4,433 +6%
PA
541
Parallel Advisors
California
$881K +$50.2K +3,667 +5%
CIM
542
CIM Investment Management
Pennsylvania
$872K -$6.22K -454 -0.6%
AF
543
Allworth Financial
California
$867K +$196K +14,337 +23%
BSW
544
Buckingham Strategic Wealth
Missouri
$860K +$120K +8,767 +13%
WA
545
WealthTrust Axiom
Pennsylvania
$856K -$29.2K -2,132 -3%
Cerity Partners
546
Cerity Partners
New York
$856K +$271K +19,826 +35%
CH
547
Canton Hathaway
Rhode Island
$854K +$55 +4 +0%
KF
548
Krilogy Financial
Missouri
$850K -$65.5K -4,784 -6%
IIM
549
InTrack Investment Management
Vermont
$848K -$109K -7,945 -9%
VWA
550
Visionary Wealth Advisors
Illinois
$848K +$500K +36,505 +92%