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Name Holding Trade Value Shares
Change
Change in
Stake
FAG
1226
Financial Advisory Group
Texas
$801K
BG
1227
Bollard Group
Massachusetts
$795K
EGA
1228
Eagle Global Advisors
Texas
$793K
LPT
1229
Legacy Private Trust
Wisconsin
$791K -$10K -60 -1%
BWA
1230
Burt Wealth Advisors
Maryland
$791K
MC
1231
Martin Currie
United Kingdom
$791K +$220K +1,316 +41%
WPP
1232
Whalerock Point Partners
Rhode Island
$789K -$60K -359 -7%
SGAM
1233
Steinberg Global Asset Management
Florida
$787K +$50K +299 +7%
EFSCE
1234
Enterprise Financial Services Corp (EFSC)
Missouri
$784K +$1.17K +7 +0.2%
MIM
1235
Marco Investment Management
Georgia
$782K
CMANY
1236
Capital Management Associates (New York)
New York
$781K -$20.1K -120 -3%
FHA
1237
First Horizon Advisors
Tennessee
$779K -$788K -4,711 -51%
BDF
1238
Balasa Dinverno & Foltz
$771K +$156K +930 +27%
LFAS
1239
Level Four Advisory Services
Texas
$770K -$3.68K -22 -0.5%
JWBC
1240
J.W. Burns & Co
New York
$755K
RCAG
1241
Rehmann Capital Advisory Group
Michigan
$753K -$173K -1,033 -19%
MC
1242
Middleton & Co
Massachusetts
$751K -$124K -742 -15%
LPC
1243
Loeb Partners Corp
New York
$749K -$1M -5,980 -58%
GEA
1244
Glen Eagle Advisors
New Jersey
$746K +$12.9K +77 +2%
PMG
1245
ProVise Management Group
Florida
$745K +$183K +1,095 +34%
BWM
1246
Bernicke Wealth Management
Wisconsin
$742K -$122K -730 -15%
SC
1247
Searle & Co
Connecticut
$729K -$5.52K -33 -0.8%
RCM
1248
RB Capital Management
Nevada
$725K -$8.53K -51 -1%
WDL
1249
Well Done LLC
Michigan
$725K
WPA
1250
Winning Points Advisors
Florida
$722K -$40K -239 -5%