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Name Holding Trade Value Shares
Change
Change in
Stake
PA
326
Planning Alternatives
Michigan
$962K
QCM
327
QRG Capital Management
Illinois
$949K +$49.5K +630 +6%
Mercer Global Advisors
328
Mercer Global Advisors
Colorado
$944K +$90.3K +1,149 +12%
DT
329
Diversified Trust
Tennessee
$928K +$27.7K +352 +3%
MFGM
330
Marshall Financial Group (Maryland)
Maryland
$928K +$841K +10,694 New
RT
331
Rockland Trust
Massachusetts
$927K
FA
332
Fiduciary Alliance
South Carolina
$924K +$213K +2,708 +34%
Financial Engines Advisors
333
Financial Engines Advisors
California
$914K +$33.3K +424 +4%
AFM
334
Abbot Financial Management
Massachusetts
$889K
VBFP
335
Valtinson Bruner Financial Planning
Minnesota
$883K
Vontobel Holding
336
Vontobel Holding
Switzerland
$879K +$23.7K +302 +3%
CA
337
CGN Advisors
Kansas
$872K
SRC
338
Stone Run Capital
New York
$868K +$786K +10,000 New
SEC
339
Seven Eight Capital
New York
$838K -$433K -5,508 -36%
FRM
340
Fox Run Management
Connecticut
$836K -$67K -852 -8%
WS
341
Wedbush Securities
California
$807K +$550 +7 +0.1%
A
342
AlphaQuest
New York
$807K +$731K +9,297 New
GT
343
Glenmede Trust
Pennsylvania
$799K -$52.8K -672 -7%
Cetera Investment Advisers
344
Cetera Investment Advisers
Illinois
$784K +$302K +3,841 +74%
AssetMark Inc
345
AssetMark Inc
California
$780K +$196K +2,488 +38%
AIM
346
Achmea Investment Management
Netherlands
$767K
CA
347
Claro Advisors
Massachusetts
$763K +$2.91K +37 +0.4%
Bessemer Group
348
Bessemer Group
New Jersey
$762K -$122K -1,547 -15%
BMSSC
349
B. Metzler seel. Sohn & Co
Germany
$756K -$261K -3,316 -28%
QPW
350
Quantum Private Wealth
Florida
$724K -$4.01K -51 -0.6%