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Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
526
Institute for Wealth Management
Colorado
$941K +$10.7K +19 +1%
PCS
527
Personal CFO Solutions
New Jersey
$940K -$157K -279 -14%
SC
528
Syon Capital
California
$936K +$240K +426 +32%
TSW
529
Three Seasons Wealth
Utah
$936K -$80.6K -143 -8%
SCI
530
Stableford Capital II
Arizona
$934K +$2.82K +5 +0.3%
BBHC
531
Brown Brothers Harriman & Co
New York
$927K +$429K +761 +79%
AWMS
532
Advocacy Wealth Management Services
Georgia
$910K +$952K +1,688 New
GWP
533
Gen-Wealth Partners
Michigan
$909K -$80.6K -143 -8%
WG
534
Wellington Group
Indiana
$888K +$103K +182 +12%
DCM
535
Donaldson Capital Management
Indiana
$885K -$131K -233 -12%
BP
536
Ballentine Partners
Massachusetts
$880K -$24.8K -44 -3%
FC
537
Farringdon Capital
United Kingdom
$873K -$1.07M -1,902 -54%
IWC
538
Integrated Wealth Concepts
Massachusetts
$865K +$332K +589 +58%
OWM
539
Opes Wealth Management
California
$862K
BMC
540
Benin Management Corp
Connecticut
$861K
PAS
541
Park Avenue Securities
New York
$861K +$24.8K +44 +3%
QCG
542
Quadrant Capital Group
Ohio
$861K -$266K -471 -23%
HIIFS
543
Harel Insurance Investments & Financial Services
Israel
$850K -$394K -699 -31%
GAM
544
Groupama Asset Management
France
$840K -$194K -344 -18%
Luther King Capital Management (LKCM)
545
Luther King Capital Management (LKCM)
Texas
$828K -$10.2K -18 -1%
HFS
546
Hantz Financial Services
Michigan
$826K -$13.2M -23,341 -94%
AA
547
Advisory Advocates
Michigan
$822K +$5.08K +9 +0.6%
SCA
548
Snowden Capital Advisors
New York
$815K -$148K -262 -15%
PCA
549
Pallas Capital Advisors
Massachusetts
$812K -$78.9K -140 -9%
CNC
550
Canandaigua National Corp
New York
$812K +$849K +1,506 New