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Name Holding Trade Value Shares
Change
Change in
Stake
AR
151
Advisory Research
Illinois
$246K +$5.9K +488 +2%
BTS
152
BB&T Securities
Virginia
$241K +$13.9K +1,150 +6%
DADC
153
D.A. Davidson & Co
Montana
$238K +$237K +19,612 New
AP
154
Advisor Partners
California
$235K +$10.8K +892 +5%
RIL
155
Rothschild Investment LLC
Illinois
$229K
FCI
156
Financial Counselors Inc
Kansas
$227K -$26K -2,152 -10%
BF
157
BOK Financial
Oklahoma
$214K -$138K -11,382 -39%
CBU
158
CIBC Bank USA
Illinois
$211K -$5.86K -485 -3%
DWT
159
Dorsey & Whitney Trust
South Dakota
$203K +$33.7K +2,787 +20%
HF
160
HRT Financial
New York
$196K +$196K +16,197 New
AllianceBernstein
161
AllianceBernstein
Tennessee
$188K +$187K +15,474 New
Cerity Partners
162
Cerity Partners
New York
$188K +$187K +15,485 New
B
163
Bellecapital
Switzerland
$184K
AB
164
Atlas Brown
Kentucky
$182K
ECM
165
Evergreen Capital Management
Washington
$177K +$14.3K +1,179 +9%
State Street
166
State Street
Massachusetts
$176K
MML Investors Services
167
MML Investors Services
Massachusetts
$175K -$45.3K -3,744 -21%
S
168
SignatureFD
Georgia
$174K -$44.1K -3,646 -20%
Commonwealth Equity Services
169
Commonwealth Equity Services
Massachusetts
$173K -$65.2K -5,390 -27%
PIC
170
Portland Investment Counsel
Ontario, Canada
$170K
FFG
171
Fortem Financial Group
California
$168K +$168K +13,877 New
Creative Planning
172
Creative Planning
Kansas
$164K -$27.1K -2,243 -14%
PCG
173
Private Capital Group
Connecticut
$164K +$37.3K +3,083 +30%
MCM
174
MAI Capital Management
Ohio
$157K -$18.8K -1,553 -11%
FBA
175
Front Barnett Associates
Illinois
$155K