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Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1301
Wealth Enhancement Advisory Services
Minnesota
$818K +$873K +7,105 New
FA
1302
FCG Advisors
New Jersey
$817K -$87.1K -709 -9%
SFG
1303
SevenBridge Financial Group
Pennsylvania
$816K
FHA
1304
First Horizon Advisors
Tennessee
$814K
DWM
1305
Destination Wealth Management
California
$809K +$236K +1,925 +38%
BBHC
1306
Brown Brothers Harriman & Co
New York
$806K -$1.27M -10,328 -60%
SIM
1307
SSI Investment Management
California
$803K -$1.47K -12 -0.2%
SPIA
1308
Steward Partners Investment Advisory
New York
$802K +$857K +6,975 New
VIA
1309
Vident Investment Advisory
Georgia
$801K +$246K +2,001 +56%
HCIA
1310
Hochman Cole Investment Advisors
Illinois
$798K +$4.91K +40 +0.6%
AIM
1311
Aspen Investment Management
Michigan
$792K
NAP
1312
New Amsterdam Partners
New York
$790K -$6.39K -52 -0.8%
S
1313
SignatureFD
Georgia
$790K +$157K +1,275 +23%
HIIFS
1314
Harel Insurance Investments & Financial Services
Israel
$789K -$125K -1,019 -13%
CAL
1315
Capital Analysts LLC
Pennsylvania
$788K -$57.8K -471 -6%
CPO
1316
Cerity Partners OCIO
New York
$787K +$74.4K +606 +10%
ATC
1317
Adirondack Trust Company
New York
$784K +$25.8K +210 +3%
FPA
1318
Fieldpoint Private Advisors
New York
$782K
BI
1319
Boulegeris Investments
Georgia
$781K +$16.9K +138 +2%
RG
1320
Rikoon Group
New Mexico
$779K +$713K +5,809 New
RCM
1321
RNC Capital Management
California
$778K +$7.98K +65 +1%
CFD
1322
Creative Financial Designs
Indiana
$776K +$828K +6,744 New
BTIS
1323
BB&T Investment Services
North Carolina
$766K +$816K +6,641 New
MSAM
1324
Moloney Securities Asset Management
Missouri
$757K +$808K +6,581 New
CFMC
1325
Curbstone Financial Management Corp
New Hampshire
$755K -$818K -6,661 -50%