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Name Holding Trade Value Shares
Change
Change in
Stake
HFS
101
Hantz Financial Services
Michigan
$970K -$1.12M -130,816 -53%
MGWM
102
Marks Group Wealth Management
Minnesota
$966K +$283K +33,160 +40%
PGFC
103
Peapack-Gladstone Financial Corp
New Jersey
$955K +$124K +14,549 +15%
Ameriprise
104
Ameriprise
Minnesota
$953K -$225K -26,351 -19%
Cerity Partners
105
Cerity Partners
New York
$930K +$16.3K +1,912 +2%
RFC
106
Regions Financial Corp
Alabama
$925K +$179K +21,001 +23%
SI
107
Stephens Inc
Arkansas
$896K +$105K +12,355 +13%
SF
108
Synovus Financial
Georgia
$890K +$742 +87 +0.1%
EPAM
109
Euro Pacific Asset Management
Puerto Rico
$874K -$20.1K -2,356 -2%
SIGI
110
Susquehanna International Group (Ireland)
Ireland
$864K +$363K +42,558 +70%
CAM
111
Cresset Asset Management
Illinois
$861K +$877K +102,759 New
S
112
SignatureFD
Georgia
$858K -$62.5K -7,329 -7%
AAIM
113
American Assets Investment Management
California
$838K
CIC
114
Canal Insurance Company
South Carolina
$838K
JMPWA
115
JP Morgan Private Wealth Advisors
California
$829K +$37.7K +4,423 +5%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$756K -$66K -7,740 -8%
AIA
117
AIMZ Investment Advisors
California
$747K -$6.78K -795 -0.9%
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
$741K -$54.1K -6,338 -7%
SC
119
Samlyn Capital
New York
$728K +$742K +86,920 New
CIM
120
Confluence Investment Management
Missouri
$718K +$732K +85,726 New
SCA
121
Snowden Capital Advisors
New York
$687K +$105K +12,361 +18%
PAS
122
Park Avenue Securities
New York
$683K +$234K +27,430 +51%
QCM
123
Quantinno Capital Management
New York
$682K +$199K +23,270 +40%
P
124
Pitcairn
Pennsylvania
$668K +$680K +79,709 New
Vanguard Personalized Indexing Management
125
Vanguard Personalized Indexing Management
California
$662K +$49.8K +5,830 +8%