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Name Holding Trade Value Shares
Change
Change in
Stake
PAG
426
Private Advisor Group
New Jersey
$402K +$389K +6,132 New
Creative Planning
427
Creative Planning
Kansas
$399K -$5.14K -81 -1%
BF
428
BOK Financial
Oklahoma
$393K -$87K -1,371 -19%
KJHP
429
K.J. Harrison & Partners
Ontario, Canada
$393K +$381K +6,000 New
Credit Agricole
430
Credit Agricole
France
$392K
AF
431
Advisornet Financial
Minnesota
$388K +$41.2K +650 +12%
HMS
432
Hanseatic Management Services
New Mexico
$388K +$376K +5,926 New
JMPWA
433
JP Morgan Private Wealth Advisors
California
$387K -$125K -1,972 -25%
CNBT
434
Canandaigua National Bank & Trust
New York
$370K -$498K -7,841 -58%
ASN
435
Advisory Services Network
Georgia
$370K -$85K -1,339 -19%
PA
436
Profund Advisors
Maryland
$364K -$8.95K -141 -2%
HC
437
Hourglass Capital
Texas
$360K +$63.5K +1,000 +22%
RJT
438
Raymond James Trust
Florida
$356K +$60K +945 +21%
CI
439
Conning Inc
Connecticut
$352K -$480K -7,570 -58%
CA
440
Cetera Advisors
Colorado
$351K +$343K +5,412 New
PCM
441
Poehling Capital Management
Wisconsin
$346K -$11.7K -185 -3%
Brown Advisory
442
Brown Advisory
Maryland
$331K -$47.3K -746 -13%
RIM
443
Rampart Investment Management
Connecticut
$325K +$172K +2,714 +121%
SBH
444
Segall Bryant & Hamill
Illinois
$323K
ACA
445
Atlas Capital Advisors
Wyoming
$310K +$300K +4,731 New
SBIA
446
Sheaff Brock Investment Advisors
Indiana
$308K +$1.59K +25 +0.5%
APA
447
American Portfolios Advisors
New York
$305K -$15.1K -238 -5%
IG
448
ING Group
Netherlands
$305K +$295K +4,650 New
PGFC
449
Peapack-Gladstone Financial Corp
New Jersey
$302K +$8.5K +134 +3%
HighTower Advisors
450
HighTower Advisors
Illinois
$301K -$1.84K -29 -0.6%