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Name Holding Trade Value Shares
Change
Change in
Stake
ETC
251
Exchange Traded Concepts
Oklahoma
$9K -$809 -9 -8%
BWM
252
BerganKDV Wealth Management
Minnesota
$9K – – –
SWM
253
Spire Wealth Management
Virginia
$9K – – –
SSC
254
Syverson Strege & Co
Iowa
$9K +$9.62K +107 New
GPA
255
Guidance Point Advisors
Massachusetts
$9K +$10.3K +115 New
PMFA
256
Plante Moran Financial Advisors
Michigan
$8K – – –
FPS
257
Fieldpoint Private Securities
Connecticut
$7K +$7.02K +78 New
First Manhattan
258
First Manhattan
New York
$6K – – –
RIM
259
Rockbridge Investment Management
New York
$6K – – –
CHA
260
Carmichael Hill & Associates
Maryland
$5K – – –
IFAM
261
Institutional & Family Asset Management
Colorado
$5K – – –
MCM
262
Manchester Capital Management
Vermont
$5K – – –
AF
263
Advisornet Financial
Minnesota
$5K +$5.31K +59 New
APA
264
American Portfolios Advisors
New York
$4.08K – – –
HCP
265
Hexagon Capital Partners
Arkansas
$4K – – –
BCA
266
Berman Capital Advisors
Georgia
$3K – – –
MPWT
267
MassMutual Private Wealth & Trust
Connecticut
$3K – – –
SC
268
Sierra Capital
Florida
$3K – – –
EARNEST Partners
269
EARNEST Partners
Georgia
$2K – – –
CI
270
Cordant Inc
Oregon
$2K +$2.07K +23 New
BIA
271
Bell Investment Advisors
California
$1K +$720 +8 New
RWM
272
Raffa Wealth Management
District of Columbia
$848 – – –
QI
273
QV Investors
Alberta, Canada
– -$86.5M -952,958 Closed
Marshall Wace
274
Marshall Wace
United Kingdom
– -$7.54M -83,023 Closed
SAM
275
Shell Asset Management
Netherlands
– -$1.64M -18,061 Closed