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Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
201
CIBC World Market
Ontario, Canada
$402K -$18.4K -91 -4%
CHA
202
Carmichael Hill & Associates
Maryland
$380K
NMIMC
203
Northwestern Mutual Investment Management Company
Wisconsin
$379K +$84K +415 +27%
AWM
204
Altium Wealth Management
New York
$374K -$82K -405 -17%
PFO
205
Pathstone Family Office
New Jersey
$369K +$27.7K +137 +8%
Vanguard Personalized Indexing Management
206
Vanguard Personalized Indexing Management
California
$360K +$152K +750 +67%
VWM
207
Venturi Wealth Management
Texas
$344K -$19.8K -98 -5%
SCM
208
Shelton Capital Management
Colorado
$344K
PA
209
Parallel Advisors
California
$338K +$75.1K +371 +27%
APA
210
American Portfolios Advisors
New York
$331K -$810 -4 -0.2%
AT
211
Arden Trust
Delaware
$327K -$3.04K -15 -0.9%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$326K -$42.9K -212 -11%
GCC
213
Guardian Capital (Canada)
Ontario, Canada
$322K +$4.45K +22 +1%
MGWM
214
Marks Group Wealth Management
Minnesota
$321K -$6.07K -30 -2%
IAA
215
Independent Advisor Alliance
North Carolina
$319K -$36.8K -182 -10%
PAG
216
Private Advisor Group
New Jersey
$316K -$32.6K -161 -9%
CIP
217
Capital Insight Partners
Arizona
$315K +$74.9K +370 +29%
S
218
SignatureFD
Georgia
$312K +$70K +346 +27%
VAS
219
Vestmark Advisory Solutions
Massachusetts
$310K +$8.3K +41 +3%
SCA
220
Snowden Capital Advisors
New York
$308K -$4.66K -23 -1%
ETC
221
Exchange Traded Concepts
Oklahoma
$300K -$52.8K -261 -14%
ZCA
222
Zeke Capital Advisors
Pennsylvania
$299K
CP
223
CenterBook Partners
Connecticut
$291K +$49.8K +246 +19%
DCM
224
DGS Capital Management
New Jersey
$288K +$303K +1,496 New
HCA
225
Harbour Capital Advisors
Virginia
$286K