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Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
726
Fiera Capital (Canada)
Quebec, Canada
$251K -$440K -10,475 -63%
W
727
Wealthquest
Ohio
$251K -$48.3K -1,150 -16%
AOWM
728
Alpha Omega Wealth Management
Virginia
$251K – – –
EAM
729
Evanson Asset Management
California
$249K – – –
BBP
730
Banco BTG Pactual
Brazil
$249K +$258K +6,150 New
CS
731
Capital Square
Tennessee
$248K +$32.5K +773 +14%
MA
732
Mutual Advisors
Nebraska
$248K +$37.3K +888 +17%
NFG
733
Next Financial Group
Texas
$248K +$65.7K +1,566 +34%
KPW
734
Kore Private Wealth
New York
$248K +$258K +6,143 New
HIIFS
735
Harel Insurance Investments & Financial Services
Israel
$243K +$42K +1,000 +20%
FWM
736
Frontier Wealth Management
Missouri
$241K -$5.58K -133 -2%
WCM
737
Weik Capital Management
Pennsylvania
$240K -$336K -8,000 -57%
ECM
738
Evergreen Capital Management
Washington
$238K +$21.7K +518 +10%
CIP
739
Convergence Investment Partners
Florida
$237K -$116K -2,766 -32%
CL
740
CPWM LLC
Washington
$236K +$2.73K +65 +1%
SIC
741
Sigma Investment Counselors
Michigan
$234K +$1.3K +31 +0.5%
PPW
742
Parcion Private Wealth
Washington
$232K – – –
CFG
743
Cooper Financial Group
California
$232K +$1.89K +45 +0.8%
FIM
744
Fruth Investment Management
Texas
$230K – – –
SPIA
745
Steward Partners Investment Advisory
New York
$229K – – –
HFAS
746
Hummer Financial Advisory Services
Illinois
$228K – – –
CCA
747
Checchi Capital Advisers
California
$226K +$8.23K +196 +4%
MFGM
748
Marshall Financial Group (Maryland)
Maryland
$226K +$234K +5,584 New
ACG
749
Allen Capital Group
Nebraska
$225K -$5.42K -129 -2%
FNBT
750
FineMark National Bank & Trust
Florida
$225K +$234K +5,577 New