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Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1301
Pure Financial Advisors
California
$773K +$97.7K +689 +15%
AB
1302
Atlas Brown
Kentucky
$772K – – –
FNFDCM
1303
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$771K +$2.55K +18 +0.3%
TCOO
1304
Trust Company of Oklahoma
Oklahoma
$770K +$46.7K +329 +7%
IPC
1305
Independent Portfolio Consultants
Florida
$766K -$382K -2,692 -34%
GIA
1306
GHP Investment Advisors
Colorado
$762K +$54.3K +383 +8%
CCG
1307
Chatham Capital Group
Georgia
$758K +$10.6K +75 +1%
WA
1308
Waverly Advisors
Alabama
$758K +$189K +1,335 +35%
SMH
1309
Sanders Morris Harris
Texas
$754K +$28.4K +200 +4%
CS
1310
Cannell & Spears
New York
$753K – – –
BFC
1311
Blue Fin Capital
Rhode Island
$751K – – –
RCP
1312
Rothschild Capital Partners
New York
$749K – – –
MWM
1313
Meridian Wealth Management
Kentucky
$748K -$709 -5 -0.1%
NSIM
1314
North Star Investment Management
Illinois
$743K +$425 +3 +0.1%
TIA
1315
Tiemann Investment Advisors
California
$742K -$5.67K -40 -0.8%
CBA
1316
Coastal Bridge Advisors
Connecticut
$740K +$1.14K +8 +0.2%
WI
1317
Wintrust Investments
Illinois
$737K +$384K +2,708 +117%
JMFC
1318
J.M. Forbes & Co
Massachusetts
$736K – – –
Susquehanna International Group
1319
Susquehanna International Group
Pennsylvania
$734K +$709K +5,000 New
KF
1320
Krilogy Financial
Missouri
$733K – – –
1GA
1321
1st Global Advisors
Texas
$729K +$63.3K +446 +10%
AI
1322
Accredited Investors
Minnesota
$727K +$4.54K +32 +0.7%
BCP
1323
Berkeley Capital Partners
Georgia
$724K -$38.2K -269 -5%
CBU
1324
CIBC Bank USA
Illinois
$724K +$55K +388 +9%
UBWV
1325
United Bank (West Virginia)
West Virginia
$723K +$14.2K +100 +2%