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Name Holding Trade Value Shares
Change
Change in
Stake
V
301
Veritable
Delaware
$750K +$66.4K +995 +10%
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$750K -$15.9K -239 -2%
Vontobel Holding
303
Vontobel Holding
Switzerland
$745K +$42K +630 +6%
Marshall Wace
304
Marshall Wace
United Kingdom
$743K +$319K +4,780 +76%
VBFP
305
Valtinson Bruner Financial Planning
Minnesota
$741K -$6.67K -100 -0.9%
EP
306
Edgestream Partners
New Jersey
$740K +$734K +11,009 New
RT
307
Rockland Trust
Massachusetts
$719K
LF
308
Lantz Financial
Illinois
$714K -$25.5K -382 -3%
SIA
309
SkyView Investment Advisors
New Jersey
$699K +$15K +225 +2%
AFM
310
Abbot Financial Management
Massachusetts
$689K
MM
311
MQS Management
New York
$682K +$181K +2,719 +37%
CA
312
CGN Advisors
Kansas
$676K
CW
313
Connectus Wealth
Ohio
$673K
BFM
314
Boothbay Fund Management
New York
$671K +$351K +5,261 +112%
Bessemer Group
315
Bessemer Group
New Jersey
$659K -$311K -4,668 -32%
KFP
316
KB Financial Partners
New Jersey
$659K +$9.67K +145 +2%
GLAM
317
Gardner Lewis Asset Management
Pennsylvania
$656K +$651K +9,755 New
API
318
Advisor Partners II
California
$655K +$17.7K +265 +3%
YIH
319
Y-Intercept (HK)
Hong Kong
$652K -$431K -6,456 -40%
BFG
320
Bleakley Financial Group
New Jersey
$648K +$642K +9,627 New
KJHP
321
K.J. Harrison & Partners
Ontario, Canada
$644K +$471K +7,065 New
EI
322
Ethic Inc
New York
$631K -$248K -3,715 -28%
WB
323
WesBanco Bank
West Virginia
$606K +$601K +9,012 New
OTPPB
324
Ontario Teachers' Pension Plan Board
Ontario, Canada
$605K -$548K -8,219 -48%
Wealth Enhancement Advisory Services
325
Wealth Enhancement Advisory Services
Minnesota
$602K +$603K +9,038 New