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Name Holding Trade Value Shares
Change
Change in
Stake
ECM
601
Evergreen Capital Management
Washington
$430K +$19.2K +90 +5%
CNBOF
602
City National Bank of Florida
Florida
$424K -$56.5K -265 -12%
MCM
603
Massar Capital Management
Connecticut
$424K +$396K +1,858 New
MAM
604
McLean Asset Management
Virginia
$421K +$427 +2 +0.1%
AA
605
Advisory Alpha
Michigan
$416K -$15.8K -74 -4%
PCS
606
Personal CFO Solutions
New Jersey
$413K +$100K +470 +35%
DC
607
Davenport & Co
Virginia
$412K +$7.89K +37 +2%
CIM
608
Cambria Investment Management
California
$410K +$10.2K +48 +3%
BIG
609
Brooklyn Investment Group
New York
$406K +$369K +1,730 New
ACA
610
Aptus Capital Advisors
Alabama
$406K +$27.3K +128 +8%
C
611
Certuity
Florida
$404K -$19.4K -91 -5%
JCM
612
Jag Capital Management
Missouri
$402K +$74.9K +351 +25%
VFA
613
Valeo Financial Advisors
Indiana
$402K +$43.5K +204 +13%
BPA
614
Beacon Pointe Advisors
California
$401K +$90.9K +426 +32%
BBP
615
Banco BTG Pactual
Brazil
$398K +$372K +1,745 New
BTI
616
Blue Trust Inc
Georgia
$397K +$6.19K +29 +2%
HI
617
Horizon Investments
North Carolina
$397K -$250K -1,174 -40%
SF
618
Summit Financial
New Jersey
$396K -$5.12K -24 -1%
FMB
619
Field & Main Bank
Kentucky
$387K +$128K +602 +55%
AWM
620
AE Wealth Management
Kansas
$387K
PA
621
Profund Advisors
Maryland
$386K -$29.4K -138 -8%
OC
622
Oakworth Capital
Alabama
$386K
HT
623
Headlands Technologies
Illinois
$384K +$359K +1,683 New
AFG
624
Atomi Financial Group
New York
$384K -$60.4K -283 -14%
QFA
625
Quantum Financial Advisors
California
$380K -$7.47K -35 -2%