Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
626
ClearBridge Investments
New York
$596K – – –
CAG
627
Csenge Advisory Group
Florida
$596K +$619K +2,632 New
AP
628
Advisor Partners
California
$594K -$35K -149 -5%
SCA
629
Snowden Capital Advisors
New York
$592K +$467K +1,984 +315%
JIC
630
Johnson Investment Counsel
Ohio
$590K +$87.7K +373 +17%
KFS
631
Kurt F. Somerville
$585K – – –
CAM
632
Cresset Asset Management
Illinois
$580K -$185K -785 -23%
MFS
633
Monetta Financial Services
Illinois
$580K – – –
1WA
634
180 Wealth Advisors
Washington
$578K +$7.05K +30 +1%
RWA
635
River Wealth Advisors
Pennsylvania
$565K -$16.5K -70 -3%
DGAM
636
Desjardins Global Asset Management
Quebec, Canada
$564K -$13.2K -56 -2%
IIM
637
Ipswich Investment Management
Massachusetts
$560K – – –
ETC
638
Exchange Traded Concepts
Oklahoma
$559K -$2.65M -11,281 -82%
CTC
639
Central Trust Company
Missouri
$558K -$219K -932 -27%
KFI
640
Key Financial Inc
Pennsylvania
$557K – – –
RWM
641
Ritholtz Wealth Management
New York
$556K +$96.4K +410 +20%
HH
642
Hilltop Holdings
Texas
$552K -$19.5K -83 -3%
C
643
Certuity
Florida
$551K +$63K +268 +12%
LFGH
644
Lee Financial Group Hawaii
Hawaii
$549K -$22.1K -94 -4%
WAS
645
WESPAC Advisors SoCal
California
$548K -$68.4K -291 -11%
WF
646
Welch & Forbes
Massachusetts
$546K +$566K +2,408 New
PIM
647
Penobscot Investment Management
Massachusetts
$541K – – –
PCS
648
Personal CFO Solutions
New Jersey
$540K +$5.64K +24 +1%
FAM
649
Formidable Asset Management
Ohio
$536K -$12K -51 -2%
ACA
650
Aptus Capital Advisors
Alabama
$531K +$295K +1,253 +115%