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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
451
Next Financial Group
Texas
$1.26M +$124K +197 +11%
TAM
452
Tocqueville Asset Management
New York
$1.23M +$6.27K +10 +0.5%
EWA
453
Exencial Wealth Advisors
Oklahoma
$1.23M – – –
CAM
454
Cypress Asset Management
Texas
$1.21M -$31.4K -50 -2%
IC
455
IEQ Capital
California
$1.21M +$42.6K +68 +4%
VIA
456
Vident Investment Advisory
Georgia
$1.21M +$217K +346 +21%
CCIA
457
Campbell & Co Investment Adviser
Maryland
$1.2M +$1.23M +1,964 New
LWM
458
Liberty Wealth Management
California
$1.18M -$15.7K -25 -1%
CNC
459
Canandaigua National Corp
New York
$1.18M -$12.5K -20 -1%
William Blair & Company
460
William Blair & Company
Illinois
$1.18M +$333K +531 +38%
SWM
461
Segment Wealth Management
Texas
$1.16M +$13.2K +21 +1%
IC
462
Inverness Counsel
New York
$1.16M -$13.6M -21,638 -92%
Vanguard Personalized Indexing Management
463
Vanguard Personalized Indexing Management
California
$1.14M +$287K +457 +32%
CI
464
Cigna Investments
Connecticut
$1.14M -$472K -752 -29%
E
465
Ergoteles
New York
$1.12M +$1.14M +1,825 New
AFA
466
Abacus FCF Advisors
Florida
$1.11M – – –
EGM
467
Engineers Gate Manager
New York
$1.11M -$1.63M -2,596 -59%
V
468
Veritable
Delaware
$1.11M +$105K +168 +10%
BRWA
469
B. Riley Wealth Advisors
Florida
$1.1M +$15.1K +24 +1%
BO
470
BRR OpCo
Ohio
$1.08M -$62.7K -100 -5%
FPS
471
Fieldpoint Private Securities
Connecticut
$1.08M +$7.53K +12 +0.7%
BWM
472
Buckley Wealth Management
Nevada
$1.08M – – –
CIP
473
Chartwell Investment Partners
Pennsylvania
$1.08M – – –
WMA
474
Wealth Management Associates
New Jersey
$1.07M – – –
BDF
475
Balasa Dinverno & Foltz
$1.06M – – –