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Name Holding Trade Value Shares
Change
Change in
Stake
SDJVC
1101
St. Denis J. Villere & Co
Louisiana
$645K
Envestnet Asset Management
1102
Envestnet Asset Management
Illinois
$645K +$89.8K +843 +18%
AAM
1103
Autus Asset Management
Arizona
$644K -$12.7K -119 -2%
WKA
1104
Wilson Kemp & Associates
Michigan
$642K -$63.3K -594 -10%
WFG
1105
Windsor Financial Group
Minnesota
$635K
WEC
1106
Winslow Evans & Crocker
Massachusetts
$634K +$576K +5,405 New
FA
1107
FCG Advisors
New Jersey
$627K -$15.6K -146 -3%
WTB
1108
Washington Trust Bank
Washington
$625K -$580K -5,444 Closed
PFS
1109
Prospera Financial Services
Texas
$625K +$19K +178 +3%
NERM
1110
New England Research & Management
Illinois
$624K +$566K +5,317 New
EWM
1111
Empirical Wealth Management
Washington
$623K
DAS
1112
Dynamic Advisor Solutions
Arizona
$621K +$564K +5,296 New
ZTNA
1113
Zions Trust National Association
Utah
$620K -$63.7K -598 -10%
OCG
1114
Opus Capital Group
Ohio
$617K +$12.7K +119 +2%
LSA
1115
L & S Advisors
California
$615K -$157K -1,475 -22%
HCM
1116
Harvest Capital Management
New Hampshire
$612K
TSWM
1117
Triangle Securities Wealth Management
North Carolina
$606K +$12.8K +120 +2%
SEC
1118
Seven Eight Capital
New York
$603K +$548K +5,143 New
DDC
1119
DF Dent & Co
Maryland
$598K -$38.2K -359 -7%
RC
1120
RegentAtlantic Capital
New Jersey
$598K +$20.3K +191 +4%
SAM
1121
SignalPoint Asset Management
Missouri
$597K -$9.28M -87,130 -94%
JAFL
1122
Jay A. Fishman Ltd
Michigan
$594K
DM
1123
Diker Management
New York
$594K
PNAA
1124
Pictet North America Advisors
Switzerland
$590K +$536K +5,034 New
CWM
1125
Concert Wealth Management
California
$589K -$87.6K -822 -14%