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Name Holding Trade Value Shares
Change
Change in
Stake
RGC
526
Roberts, Glore & Co
Illinois
$806K +$123K +4,540 +17%
SA
527
SRN Advisors
Pennsylvania
$800K -$526K -19,388 -38%
KA
528
Kintegral Advisory
New York
$798K
WFC
529
Western Financial Corp
California
$791K -$1.57K -58 -0.2%
LNWWM
530
Laird Norton Wetherby Wealth Management
California
$787K -$6.51K -240 -0.8%
CCP
531
Corient Capital Partners
California
$777K -$84.7K -3,122 -9%
GWM
532
Geneos Wealth Management
Colorado
$777K -$32.6K -1,200 -4%
KRSITF
533
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$775K +$3.36K +124 +0.4%
AOWM
534
Alpha Omega Wealth Management
Virginia
$774K -$17.6K -650 -2%
SPIA
535
Steward Partners Investment Advisory
New York
$769K -$17K -628 -2%
JG
536
Jefferies Group
New York
$768K +$508K +18,726 +170%
CAM
537
Cacti Asset Management
Georgia
$763K
BC
538
Burney Company
Virginia
$756K
CL
539
Choreo LLC
Illinois
$756K +$25.5K +940 +3%
RBA
540
Richard Bernstein Advisors
New York
$750K
LCP
541
Legacy Capital Partners
Wisconsin
$745K +$268K +9,880 +52%
DSAM
542
Dock Street Asset Management
Florida
$743K
CB
543
Community Bank
New York
$740K -$81.5K -3,004 -9%
FC
544
Financial Consulate
Maryland
$727K +$24.2K +892 +3%
Vanguard Personalized Indexing Management
545
Vanguard Personalized Indexing Management
California
$724K +$64.1K +2,364 +9%
BMO
546
Beck Mack & Oliver
New York
$723K
SC
547
Savant Capital
Illinois
$721K +$5.21K +192 +0.7%
RIM
548
Redpoint Investment Management
Australia
$720K +$12.5K +460 +2%
MSA
549
Marino Stram & Associates
Massachusetts
$714K +$750K +27,654 New
ACP
550
Ashfield Capital Partners
California
$713K -$235K -8,652 -24%