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Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Axxcess Wealth Management
California
$381K +$217K +25,988 +138%
S
177
SimplyRich
California
$376K +$6.43K +769 +2%
CG
178
Caprock Group
Idaho
$376K +$82.5K +9,869 +29%
CCM
179
Coldstream Capital Management
Washington
$373K +$58.6K +7,015 +19%
FA
180
FDx Advisors
Illinois
$372K -$30.3K -3,620 -8%
PWG
181
Portside Wealth Group
Utah
$372K +$105K +12,515 +40%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$372K +$177K +21,202 +94%
QCG
183
Quadrant Capital Group
Ohio
$371K +$178K +21,276 +95%
GFS
184
GYL Financial Synergies
Connecticut
$366K -$4.12K -493 -1%
Brown Advisory
185
Brown Advisory
Maryland
$364K +$11.7K +1,396 +3%
BFEC
186
Benjamin F. Edwards & Company
Missouri
$360K +$125K +14,977 +55%
FT
187
Fiduciary Trust
Massachusetts
$357K +$66.1K +7,912 +23%
AAM
188
Auxier Asset Management
Oregon
$355K -$12K -1,440 -3%
WWP
189
WR Wealth Planners
Missouri
$348K +$24.7K +2,959 +8%
RhumbLine Advisers
190
RhumbLine Advisers
Massachusetts
$346K +$88.7K +10,613 +35%
GWM
191
Greenwich Wealth Management
Connecticut
$338K -$4.18K -500 -1%
SCA
192
Snowden Capital Advisors
New York
$331K +$42K +5,029 +15%
HNB
193
Huntington National Bank
Ohio
$327K -$1.8K -216 -0.6%
ECM
194
Evergreen Capital Management
Washington
$324K +$62.5K +7,482 +24%
IWC
195
Integrated Wealth Concepts
Massachusetts
$321K +$8 +1 +0%
PGFC
196
Peapack-Gladstone Financial Corp
New Jersey
$319K +$76.3K +9,133 +32%
IWA
197
Icon Wealth Advisors
Texas
$306K +$107K +12,841 +55%
IMC Chicago
198
IMC Chicago
Illinois
$300K +$295K +35,336 New
TPCW
199
TD Private Client Wealth
New York
$295K -$4.43K -530 -2%
VT
200
Vise Technologies
New York
$294K +$4.6K +550 +2%