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Name Holding Trade Value Shares
Change
Change in
Stake
FFM
326
Forum Financial Management
Illinois
$379K +$370K +2,078 New
DC
327
Davenport & Co
Virginia
$377K -$200K -1,123 -35%
FNBT
328
FineMark National Bank & Trust
Florida
$371K -$103K -580 -22%
AP
329
Advisortrust Partners
North Carolina
$370K +$362K +2,033 New
Wealth Enhancement Advisory Services
330
Wealth Enhancement Advisory Services
Minnesota
$362K +$96.2K +540 +44%
NI
331
Natural Investments
California
$357K -$712 -4 -0.2%
HH
332
Hilltop Holdings
Texas
$357K -$2.31K -13 -0.7%
CA
333
CSM Advisors
Pennsylvania
$350K +$47.5K +267 +16%
EHAM
334
Eagle Harbor Asset Management
Washington
$344K
TA
335
Tectonic Advisors
Texas
$343K -$8.73K -49 -3%
PCM
336
Pavaki Capital Management
Colorado
$328K +$321K +1,800 New
LSA
337
Leonteq Securities AG
Switzerland
$327K +$320K +1,795 New
CIBC Asset Management
338
CIBC Asset Management
Ontario, Canada
$317K -$57.9K -325 -16%
MFG
339
Merit Financial Group
Georgia
$316K -$73.5K -413 -19%
PWG
340
Portside Wealth Group
Utah
$313K -$46.1K -259 -13%
BIG
341
Brooklyn Investment Group
New York
$309K +$301K +1,693 New
AQR Capital Management
342
AQR Capital Management
Connecticut
$308K +$301K +1,689 New
SCA
343
Summit Creek Advisors
Minnesota
$302K
ST
344
Somerset Trust
Pennsylvania
$301K
PWMAG
345
Pinnacle Wealth Management Advisory Group
New Jersey
$296K
ASN
346
Advisory Services Network
Georgia
$290K -$34.5K -194 -11%
CIA
347
Concurrent Investment Advisors
Florida
$289K +$282K +1,584 New
AF
348
Allworth Financial
California
$288K -$2.85K -16 -1%
FVWA
349
Foster Victor Wealth Advisors
South Carolina
$287K +$79.4K +446 +40%
NAM
350
NorthCrest Asset Manangement
Minnesota
$285K