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Name Holding Trade Value Shares
Change
Change in
Stake
BP
351
Ballentine Partners
Massachusetts
$756K +$54K +1,080 +8%
CAN
352
Cetera Advisor Networks
California
$756K +$75.8K +1,516 +12%
SWP
353
Stratos Wealth Partners
Ohio
$753K +$127K +2,542 +21%
FNBOO
354
First National Bank of Omaha
Nebraska
$750K – – –
HH
355
Hilltop Holdings
Texas
$742K -$36.8K -737 -5%
RSVP
356
Ramsay Stattman Vela & Price
Colorado
$742K – – –
FT
357
Fiduciary Trust
Massachusetts
$742K +$20K +400 +3%
IRC
358
Investors Research Corp
Georgia
$741K – – –
WA
359
Wheatland Advisors
Pennsylvania
$739K -$33.1K -662 -4%
GWM
360
Geneos Wealth Management
Colorado
$737K +$22K +440 +3%
CAM
361
Columbia Asset Management
Michigan
$736K +$95.1K +1,904 +16%
TG
362
TCW Group
California
$733K -$160K -3,200 -19%
AF
363
Advisornet Financial
Minnesota
$732K +$200 +4 +0%
MAFM
364
Mid Atlantic Financial Management
Pennsylvania
$732K +$6.15K +123 +0.9%
JIC
365
Johnson Investment Counsel
Ohio
$727K +$4.5K +90 +0.7%
QCM
366
Quest Capital Management
Texas
$721K +$691K +13,823 New
LIM
367
Leavell Investment Management
Alabama
$720K +$20.2K +404 +3%
SA
368
Strategic Advisors
New York
$710K -$320K -6,400 -32%
FFS
369
Founders Financial Securities
Maryland
$710K -$14.3K -287 -2%
Bessemer Group
370
Bessemer Group
New Jersey
$705K -$104K -2,091 -13%
TWA
371
TCI Wealth Advisors
Arizona
$698K – – –
FWP
372
FAS Wealth Partners
Kansas
$697K +$6.45K +129 +1%
CCM
373
Cullen Capital Management
New York
$694K -$69.6K -1,392 -9%
PP
374
Paloma Partners
Connecticut
$692K +$662K +13,256 New
IFWM
375
Institute for Wealth Management
Colorado
$691K -$611K -12,236 -48%