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Jones Lang LaSalle

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
326
SeaCrest Wealth Management
New York
$267K – – –
QCM
327
Quest Capital Management
Texas
$262K – – –
HIM
328
Hotaling Investment Management
Pennsylvania
$261K +$241K +1,054 New
SC
329
Savant Capital
Illinois
$261K +$241K +1,054 New
UFF
330
USA Financial Formulas
Michigan
$259K +$239K +1,045 New
V
331
Veritable
Delaware
$257K +$913 +4 +0.4%
PWAG
332
Polaris Wealth Advisory Group
California
$253K +$228K +1,000 New
SF
333
Summit Financial
New Jersey
$252K +$232K +1,017 New
SG
334
Stonnington Group
California
$252K -$502K -2,200 -69%
FGAM
335
Financial Gravity Asset Management
Texas
$248K – – –
N
336
Natixis
France
$248K +$228K +999 New
HA
337
Harbor Advisors
Florida
$248K +$228K +1,000 New
VFA
338
Valeo Financial Advisors
Indiana
$248K +$228K +1,000 New
GDP
339
Great Diamond Partners
Maine
$232K +$214K +938 New
CAG
340
Csenge Advisory Group
Florida
$231K +$204K +894 New
US Bancorp
341
US Bancorp
Minnesota
$230K +$29.5K +129 +16%
Wealthfront Advisers
342
Wealthfront Advisers
California
$228K +$210K +918 New
CIP
343
Cornerstone Investment Partners
Georgia
$228K +$210K +919 New
MF
344
Magnetar Financial
Illinois
$227K +$209K +917 New
CCA
345
Cadent Capital Advisors
Oklahoma
$226K +$208K +909 New
SFPG
346
Stonebridge Financial Planning Group
Florida
$223K +$54.8K +240 +40%
CCM
347
Cullen Capital Management
New York
$220K -$139K -610 -41%
RSWM
348
Robertson Stephens Wealth Management
California
$216K +$200K +874 New
CIP
349
Convergence Investment Partners
Florida
$211K -$20.8K -91 -10%
SCA
350
Snowden Capital Advisors
New York
$202K +$186K +816 New