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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
476
Vanguard Personalized Indexing Management
California
$401K +$112K +5,783 +40%
CBB
477
Citizens Business Bank
California
$400K – – –
AT
478
Arden Trust
Delaware
$399K -$117K -6,077 -23%
FCMC
479
Founders Capital Management (Connecticut)
Connecticut
$390K +$52.5K +2,720 +16%
JWBC
480
J.W. Burns & Co
New York
$388K -$51.1K -2,650 -12%
SWM
481
Shakespeare Wealth Management
Wisconsin
$387K – – –
PNC
482
Park National Corp
Ohio
$386K +$1.02K +53 +0.3%
CAAS
483
Capital Asset Advisory Services
Michigan
$383K +$62.7K +3,247 +20%
BFG
484
Bouchey Financial Group
New York
$382K – – –
Vontobel Holding
485
Vontobel Holding
Switzerland
$377K +$8.3K +430 +2%
CAM
486
Carret Asset Management
New York
$376K -$4.25K -220 -1%
SBH
487
Segall Bryant & Hamill
Illinois
$368K +$23K +1,194 +7%
BFEC
488
Benjamin F. Edwards & Company
Missouri
$366K -$2.01K -104 -0.6%
SEC
489
Seven Eight Capital
New York
$364K – – –
VI
490
Vestcor Inc
New Brunswick, Canada
$363K -$12.2K -630 -3%
EFS
491
Essex Financial Services
Connecticut
$358K -$142K -7,374 -29%
PWM
492
Perigon Wealth Management
California
$354K -$19K -987 -5%
SWM
493
SeaCrest Wealth Management
New York
$354K +$31.2K +1,618 +10%
FHB
494
First Hawaiian Bank
Hawaii
$351K -$53.5K -2,771 -14%
OC
495
Oppenheimer & Co
New York
$348K -$2.36M -122,161 -88%
NIM
496
NuWave Investment Management
New Jersey
$347K +$256K +13,250 +321%
MFA
497
Mayflower Financial Advisors
Massachusetts
$345K +$2.7K +140 +0.8%
PWPS
498
Pinnacle Wealth Planning Services
Ohio
$339K +$43.8K +2,270 +15%
CFA
499
Carroll Financial Associates
North Carolina
$339K +$47.3K +2,450 +17%
SFA
500
Sequoia Financial Advisors
Ohio
$337K -$13.4K -695 -4%