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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
301
Independent Advisor Alliance
North Carolina
$424K +$62.9K +2,295 +18%
NMIMC
302
Northwestern Mutual Investment Management Company
Wisconsin
$404K +$8.06K +294 +2%
UCFA
303
United Capital Financial Advisors
Texas
$400K +$148K +5,413 +60%
Skandinaviska Enskilda Banken (SEB)
304
Skandinaviska Enskilda Banken (SEB)
Sweden
$395K
HFP
305
Holistic Financial Partners
Indiana
$382K +$2.85K +104 +0.8%
JMPWA
306
JP Morgan Private Wealth Advisors
California
$382K +$61K +2,226 +19%
SCM
307
Stevens Capital Management
Pennsylvania
$381K +$375K +13,695 New
HighTower Advisors
308
HighTower Advisors
Illinois
$379K -$996K -36,344 -73%
MCM
309
MAI Capital Management
Ohio
$379K
MMG
310
Monetary Management Group
Missouri
$366K -$5.48K -200 -1%
FHB
311
First Hawaiian Bank
Hawaii
$363K +$358K +13,052 New
SCM
312
Schnieders Capital Management
California
$362K -$3.07K -112 -0.9%
Cambridge Investment Research Advisors
313
Cambridge Investment Research Advisors
Iowa
$359K -$4.17K -152 -1%
PP
314
PDS Planning
Ohio
$355K +$350K +12,758 New
HNB
315
Huntington National Bank
Ohio
$354K +$42.3K +1,542 +14%
CBT
316
Capital Bank & Trust
California
$348K -$2.77K -101 -0.8%
JIC
317
Johnson Investment Counsel
Ohio
$338K
AIM
318
Achmea Investment Management
Netherlands
$336K
LK
319
Lumbard & Kellner
New Hampshire
$334K
PAG
320
Private Advisor Group
New Jersey
$326K +$37.7K +1,375 +13%
EM
321
ELCO Management
New York
$323K
TC
322
TwinBeech Capital
New York
$295K +$290K +10,586 New
MG
323
Meritage Group
California
$293K +$288K +10,516 New
SFG
324
StrategIQ Financial Group
Indiana
$290K
Mercer Global Advisors
325
Mercer Global Advisors
Colorado
$289K +$4.85K +177 +2%