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Name Holding Trade Value Shares
Change
Change in
Stake
BWP
201
Baldwin Wealth Partners
Massachusetts
$437K
WA
202
Wambolt & Associates
Colorado
$418K +$79.5K +2,369 +23%
WKWM
203
Walter & Keenan Wealth Management
Indiana
$411K -$12.2K -364 -3%
AG
204
Advisor Group
Arizona
$411K +$66.2K +1,971 +19%
HB
205
Homrich & Berg
Georgia
$406K -$1.31K -39 -0.3%
KCPG
206
Kavar Capital Partners Group
Kansas
$395K +$403K +12,000 New
MMG
207
Monetary Management Group
Missouri
$388K
WEC
208
Winslow Evans & Crocker
Massachusetts
$388K
OIA
209
Optimum Investment Advisors
Illinois
$386K +$21.6K +642 +6%
GIA
210
GHP Investment Advisors
Colorado
$379K -$314K -9,350 -45%
UCFA
211
United Capital Financial Advisors
Texas
$371K +$2.79K +83 +0.7%
MC
212
Moors & Cabot
Massachusetts
$367K -$33.6K -1,000 -8%
SB
213
Simmons Bank
Arkansas
$363K
MFW
214
Mosaic Family Wealth
Missouri
$359K +$873 +26 +0.2%
BC
215
Barnett & Company
Tennessee
$351K -$30.9K -920 -8%
AM
216
Ares Management
California
$349K
LA
217
LVW Advisors
New York
$344K
ASN
218
Advisory Services Network
Georgia
$333K +$137K +4,070 +67%
RAM
219
Roanoke Asset Management
New Jersey
$332K
Cambridge Investment Research Advisors
220
Cambridge Investment Research Advisors
Iowa
$332K +$4.63K +138 +1%
William Blair & Company
221
William Blair & Company
Illinois
$330K -$121K -3,617 -27%
Fiera Capital (Canada)
222
Fiera Capital (Canada)
Quebec, Canada
$330K -$105K -3,119 -24%
CI
223
Clal Insurance
Israel
$329K -$322K -9,600 -49%
SG
224
Somerset Group
Minnesota
$329K
HCM
225
Hilton Capital Management
New York
$322K