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Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1401
Plante Moran Financial Advisors
Michigan
$802K +$30.9K +112 +4%
EWA
1402
EP Wealth Advisors
California
$800K +$108K +392 +15%
KP
1403
Keel Point
Alabama
$798K +$551 +2 +0.1%
SIG
1404
Sargent Investment Group
Maryland
$797K +$809K +2,936 New
PGFC
1405
Peapack-Gladstone Financial Corp
New Jersey
$791K +$25.1K +91 +3%
CF
1406
Copperwynd Financial
Arizona
$790K +$28.9K +105 +4%
MBTD
1407
Mechanics Bank - Trust Department
California
$784K +$465K +1,688 +141%
SP
1408
Symmetry Partners
Connecticut
$782K
MFG
1409
Merit Financial Group
Georgia
$780K -$827 -3 -0.1%
PCM
1410
Prelude Capital Management
New York
$780K +$791K +2,871 New
BBA
1411
BLB&B Advisors
Pennsylvania
$777K -$9.64K -35 -1%
CB
1412
CNB Bank
Pennsylvania
$774K -$133K -481 -14%
YIA
1413
YHB Investment Advisors
Connecticut
$774K -$1.38K -5 -0.2%
SIM
1414
SSI Investment Management
California
$767K -$551 -2 -0.1%
PCAP
1415
Pratt Collard Advisory Partners
New York
$756K +$31.7K +115 +4%
SAM
1416
Silvercrest Asset Management
New York
$755K +$8.27K +30 +1%
IIA
1417
IPG Investment Advisors
California
$746K -$637K -2,310 -46%
CAN
1418
Claraphi Advisory Network
United States
$739K -$261K -946 -26%
WorldQuant Millennium Advisors
1419
WorldQuant Millennium Advisors
New York
$738K +$40.8K +148 +6%
MWP
1420
MYCIO Wealth Partners
Pennsylvania
$735K +$41.3K +150 +6%
IDBONY
1421
Israel Discount Bank of New York
New York
$731K +$32.2K +117 +5%
HWA
1422
HCR Wealth Advisors
California
$729K +$303K +1,101 +70%
PAS
1423
Partnervest Advisory Services
California
$726K +$132K +478 +22%
EHC
1424
Everett Harris & Co
California
$725K +$97K +352 +15%
EWA
1425
Exencial Wealth Advisors
Oklahoma
$723K -$97.8K -355 -12%