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Name Holding Trade Value Shares
Change
Change in
Stake
CCP
551
Corient Capital Partners
California
$243K +$227K +4,071 New
MHS
552
M Holdings Securities
Oregon
$242K +$225K +4,037 New
NFG
553
Next Financial Group
Texas
$240K -$14.3K -256 -6%
FPFS
554
First Personal Financial Services
North Carolina
$240K +$223K +4,000 New
BRM
555
Boston Research & Management
Massachusetts
$239K – – –
HVIA
556
Hudson Valley Investment Advisors
New York
$238K – – –
IP
557
Intellectus Partners
California
$238K +$222K +3,974 New
VFA
558
Valeo Financial Advisors
Indiana
$236K +$1.62K +29 +0.7%
CI
559
Conning Inc
Connecticut
$235K -$24K -430 -10%
EB
560
Eastern Bank
Massachusetts
$235K – – –
BHWM
561
Bar Harbor Wealth Management
New Hampshire
$231K – – –
OA
562
Oxbow Advisors
Texas
$228K -$64.2K -1,150 -23%
PRC
563
Pearl River Capital
Michigan
$223K +$208K +3,720 New
VDI
564
Vaughan David Investments
Illinois
$222K -$11.2K -200 -5%
EFSCE
565
Enterprise Financial Services Corp (EFSC)
Missouri
$221K +$782 +14 +0.4%
BP
566
Ballentine Partners
Massachusetts
$220K -$16.4K -294 -7%
AIP
567
Ameritas Investment Partners
Nebraska
$219K -$25.2K -452 -11%
MC
568
Moors & Cabot
Massachusetts
$218K -$2.85K -51 -1%
EWM
569
EPG Wealth Management
Georgia
$217K +$203K +3,629 New
APP
570
Alpha Paradigm Partners
Illinois
$214K – – –
WAP
571
Wealthcare Advisory Partners
Pennsylvania
$214K +$199K +3,569 New
TSS
572
Two Sigma Securities
New York
$214K +$200K +3,573 New
LIA
573
LS Investment Advisors
Michigan
$213K -$99.3K -1,778 -33%
CIBC World Market
574
CIBC World Market
Ontario, Canada
$210K -$865K -15,489 -82%
PA
575
Profund Advisors
Maryland
$210K +$195K +3,498 New