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Name Holding Trade Value Shares
Change
Change in
Stake
PTC
551
Private Trust Company
Ohio
$590K -$1.55K -8 -0.3%
CG
552
Caprock Group
Idaho
$584K -$27.9K -144 -5%
CFGS
553
Concourse Financial Group Securities
Alabama
$584K +$109K +560 +25%
AIM
554
Aigen Investment Management
New York
$582K +$545K +2,809 New
TC
555
TownSquare Capital
Utah
$576K -$117K -603 -18%
PGWM
556
Parisi Gray Wealth Management
New Jersey
$574K +$565K +2,912 New
OIA
557
Optimum Investment Advisors
Illinois
$567K -$22.7K -117 -4%
TA
558
TFB Advisors
Kansas
$566K +$92K +474 +21%
WMG
559
WESCAP Management Group
California
$557K
CIBC World Market
560
CIBC World Market
Ontario, Canada
$557K +$59.6K +307 +11%
LAM
561
Lingohr Asset Management
Germany
$551K
BTWM
562
Baker Tilly Wealth Management
Wisconsin
$550K -$136K -701 -21%
AWA
563
Arete Wealth Advisors
Illinois
$549K -$134K -690 -21%
SP
564
Symmetry Partners
Connecticut
$549K
SC
565
Savant Capital
Illinois
$548K -$2.91K -15 -0.6%
HWM
566
HB Wealth Management
Georgia
$545K +$56.6K +292 +13%
EDRH
567
Edmond de Rothschild Holding
Switzerland
$543K
DGAM
568
Desjardins Global Asset Management
Quebec, Canada
$541K +$776 +4 +0.1%
SSWM
569
Smith Salley Wealth Management
North Carolina
$541K -$12.8M -66,048 -96%
HBW
570
Hazlett, Burt & Watson
West Virginia
$539K -$8.92K -46 -2%
MCM
571
MAI Capital Management
Ohio
$533K -$9.7K -50 -2%
CCMU
572
Cheyne Capital Management (UK)
United Kingdom
$531K +$497K +2,561 New
CL
573
CSS LLC
Illinois
$531K +$497K +2,561 New
RWA
574
River Wealth Advisors
Pennsylvania
$531K -$38.6K -199 -7%
IAN
575
Integrated Advisors Network
Texas
$530K -$8.54K -44 -2%