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Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
501
King Wealth Management Group
Florida
$154K +$26.9K +2,314 +22%
Bessemer Group
502
Bessemer Group
New Jersey
$151K -$82.3K -7,080 -36%
BCI
503
Brinker Capital Investments
Pennsylvania
$149K +$142K +12,218 New
SCM
504
Spreng Capital Management
Ohio
$148K +$141K +12,172 New
IC
505
Inverness Counsel
New York
$147K
CANY
506
Caxton Associates (New York)
New York
$146K -$664K -57,139 -83%
FCFC
507
First Citizens Financial Corp
Iowa
$146K
GI
508
GAMCO Investors
Connecticut
$145K
BP
509
Ballentine Partners
Massachusetts
$143K -$18.7K -1,607 -12%
DWT
510
Dorsey & Whitney Trust
South Dakota
$143K -$11.2K -962 -8%
PCG
511
Private Capital Group
Connecticut
$143K -$2.49K -214 -2%
PPW
512
Parcion Private Wealth
Washington
$143K -$1.1K -95 -0.8%
First Manhattan
513
First Manhattan
New York
$142K
TA
514
TCG Advisors
Texas
$142K +$3.49K +300 +3%
BOH
515
Bank of Hawaii
Hawaii
$141K +$135K +11,586 New
OCM
516
One Capital Management
California
$140K -$74.2K -6,390 -36%
GC
517
Gilbert & Cook
Iowa
$139K +$11.8K +1,012 +10%
KBG
518
Kahn Brothers Group
New York
$138K -$325 -28 -0.2%
QCM
519
Quantinno Capital Management
New York
$138K -$110K -9,468 -46%
FWM
520
Focused Wealth Management
New York
$137K -$2.08K -179 -2%
LOAME
521
Lombard Odier Asset Management (Europe)
United Kingdom
$137K
AW
522
ACG Wealth
Georgia
$136K
GCA
523
Genesee Capital Advisors
New York
$135K +$372 +32 +0.3%
Brown Advisory
524
Brown Advisory
Maryland
$135K +$11.8K +1,012 +10%
LWM
525
Lenox Wealth Management
Ohio
$134K -$744 -64 -0.6%