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Name Holding Trade Value Shares
Change
Change in
Stake
RegentAtlantic Capital
1076
RegentAtlantic Capital
New Jersey
$924K -$29.3K -223 -3%
PP
1077
Paloma Partners
Connecticut
$922K +$759K +5,773 +251%
ADL
1078
Asset Dedication LLC
California
$915K -$226K -1,721 -18%
Arrowstreet Capital
1079
Arrowstreet Capital
Massachusetts
$915K +$1.05M +8,018 New
CCM
1080
Cox Capital Management
Massachusetts
$914K – – –
AWM
1081
Aries Wealth Management
Maine
$913K -$72.6K -552 -7%
AIA
1082
Arbor Investment Advisors
North Carolina
$913K – – –
DF Dent & Co
1083
DF Dent & Co
Maryland
$912K – – –
TFS
1084
TrustCore Financial Services
Tennessee
$912K +$18.7K +142 +2%
HWM
1085
HighMark Wealth Management
Minnesota
$911K +$54.7K +416 +5%
Cetera Investment Advisers
1086
Cetera Investment Advisers
Illinois
$906K -$73.1K -556 -7%
BWM
1087
Buckley Wealth Management
Nevada
$905K +$718K +5,459 +221%
NCM
1088
Neumann Capital Management
California
$903K +$12.6K +96 +1%
OAM
1089
Occidental Asset Management
California
$902K +$1.04M +7,907 New
TA
1090
TCG Advisors
Texas
$898K +$739K +5,618 +250%
Duff & Phelps Investment Management
1091
Duff & Phelps Investment Management
Illinois
$893K +$44.1K +335 +4%
MWM
1092
Madison Wealth Management
Ohio
$890K +$32.1K +244 +3%
PAM
1093
Premier Asset Management
Illinois
$888K +$575K +4,372 +128%
CFA
1094
Cahill Financial Advisors
Minnesota
$887K +$90K +684 +10%
Brighton Jones LLC
1095
Brighton Jones LLC
Washington
$878K -$63.8K -485 -6%
FA
1096
FDx Advisors
Illinois
$876K -$108K -821 -10%
Kingsview Wealth Management
1097
Kingsview Wealth Management
Oregon
$875K +$152K +1,153 +18%
BWAM
1098
Boyd Watterson Asset Management
Ohio
$874K -$168K -1,276 -14%
IP
1099
Intellectus Partners
California
$873K -$175K -1,330 -15%
SJIM
1100
St. Johns Investment Management
Florida
$872K -$48.1K -366 -5%