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Name Holding Trade Value Shares
Change
Change in
Stake
WGAM
276
Wilkinson Global Asset Management
New York
$509K
SA
277
SpiderRock Advisors
Delaware
$506K
CCB
278
Country Club Bank
Missouri
$503K
CIA
279
Concurrent Investment Advisors
Florida
$502K +$6.58K +154 +1%
ACP
280
Aviance Capital Partners
Florida
$488K -$2.65K -62 -0.6%
PMAM
281
Penn Mutual Asset Management
Pennsylvania
$479K -$64.1K -1,500 -12%
SFS
282
Sowell Financial Services
Arkansas
$478K +$1.75K +41 +0.4%
PGAM
283
Princeton Global Asset Management
New Jersey
$477K +$74.6K +1,745 +19%
SIMG
284
Sonora Investment Management Group
Arizona
$476K +$1.32K +31 +0.3%
AFP
285
Ausdal Financial Partners
Iowa
$460K +$2.31K +54 +0.5%
CRI
286
Colonial River Investments
Virginia
$460K -$7.39K -173 -2%
AWM
287
Axxcess Wealth Management
California
$456K -$10.8K -253 -2%
WPC
288
Wedmont Private Capital
Pennsylvania
$450K +$2.52K +59 +0.6%
HSA
289
HBK Sorce Advisory
Pennsylvania
$448K +$12.9K +301 +3%
BWL
290
Bogart Wealth LLC
Virginia
$445K
BF
291
BOK Financial
Oklahoma
$445K
RIL
292
Rothschild Investment LLC
Illinois
$442K
AA
293
Aire Advisors
California
$427K +$95.8K +2,242 +30%
SG Americas Securities
294
SG Americas Securities
New York
$422K +$406K +9,496 New
FHC
295
First Heartland Consultants
Missouri
$420K +$684 +16 +0.2%
PGFC
296
Peapack-Gladstone Financial Corp
New Jersey
$408K +$3.97K +93 +1%
Focus Partners Wealth
297
Focus Partners Wealth
Massachusetts
$408K +$392K +9,170 New
CFP
298
Cascade Financial Partners
California
$406K
TWM
299
Trueblood Wealth Management
Ohio
$404K +$1.24K +29 +0.3%
TCA
300
Transcend Capital Advisors
New Jersey
$404K