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Name Holding Trade Value Shares
Change
Change in
Stake
BTIS
526
BB&T Investment Services
North Carolina
$323K +$1.49K +14 +0.5%
MWM
527
Modera Wealth Management
New Jersey
$320K – – –
SI
528
Stephens Inc
Arkansas
$320K +$312K +2,932 New
GCA
529
Greenwood Capital Associates
South Carolina
$317K -$3.73K -35 -1%
HJGA
530
Hardman Johnston Global Advisors
Connecticut
$317K – – –
NG
531
Northstar Group
New York
$316K – – –
VFA
532
Voya Financial Advisors
Connecticut
$315K -$3.09K -29 -1%
SBSB
533
Sullivan, Bruyette, Speros & Blaney
Virginia
$315K – – –
SCA
534
Sippican Capital Advisors
Massachusetts
$311K – – –
MWAC
535
Mariner Wealth Advisors (Cincinnati)
Ohio
$307K – – –
NL
536
NWAM LLC
Washington
$302K +$3.73K +35 +1%
SFI
537
SPC Financial Inc
Maryland
$300K -$95.9K -900 -25%
EWM
538
Evercore Wealth Management
New York
$300K – – –
WP
539
WMS Partners
Maryland
$300K – – –
AWMG
540
Alliance Wealth Management Group
New Jersey
$300K +$293K +2,748 New
H
541
Hexavest
Quebec, Canada
$298K – – –
MRCM
542
M&R Capital Management
New Jersey
$296K – – –
RA
543
Rational Advisors
New York
$296K +$95.9K +900 +50%
KFC
544
Klingenstein Fields & Co
New York
$295K -$213 -2 -0.1%
FNBT
545
FineMark National Bank & Trust
Florida
$295K – – –
CP
546
Coho Partners
Pennsylvania
$294K – – –
NPC
547
National Planning Corporation
California
$293K +$286K +2,687 New
AssetMark Inc
548
AssetMark Inc
California
$290K -$1.61M -15,119 -85%
BCM
549
BlueCrest Capital Management
Jersey
$290K +$283K +2,652 New
Fiera Capital (Canada)
550
Fiera Capital (Canada)
Quebec, Canada
$289K – – –