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Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
1001
Main Street Research
Connecticut
$484K -$8.18K -148 -2%
CPO
1002
Cerity Partners OCIO
New York
$478K +$718 +13 +0.2%
APP
1003
Avantax Planning Partners
Iowa
$478K +$9.56K +173 +2%
FNT
1004
First Nebraska Trust
Nebraska
$477K -$11.1K -200 -2%
HAG
1005
HighPoint Advisor Group
Illinois
$476K -$174K -3,154 -28%
MC
1006
Martin Currie
United Kingdom
$474K – – –
HA
1007
Harfst & Associates
Wyoming
$473K +$96.2K +1,741 +26%
MWM
1008
Mission Wealth Management
California
$470K -$112K -2,021 -19%
PL
1009
Plancorp LLC
Missouri
$468K – – –
AT
1010
Argent Trust
Texas
$462K -$25.7K -466 -5%
PSC
1011
Prentiss Smith & Co
Vermont
$462K – – –
CSS
1012
Cubist Systematic Strategies
Connecticut
$460K -$2.81M -50,939 -86%
GCAC
1013
Guardian Capital Advisors (Canada)
Ontario, Canada
$459K -$39K -706 -8%
SFM
1014
Signature Financial Management
Virginia
$459K – – –
IWM
1015
IHT Wealth Management
Illinois
$459K +$12.7K +229 +3%
BDF
1016
Balasa Dinverno & Foltz
$457K +$9.39K +170 +2%
FQ
1017
First Quadrant
California
$446K – – –
HS
1018
Huntington Steele
Pennsylvania
$443K – – –
WEC
1019
Winslow Evans & Crocker
Massachusetts
$438K +$22.1K +400 +5%
HK
1020
Horizon Kinetics
New York
$436K -$57.6K -1,043 -12%
HB
1021
Homrich & Berg
Georgia
$436K -$13.9K -252 -3%
MIM
1022
Miller Investment Management
Pennsylvania
$435K -$126K -2,275 -23%
FNBOH
1023
First National Bank of Hutchinson
Kansas
$434K +$430K +7,790 New
IC
1024
Intersect Capital
California
$432K -$247K -4,479 -37%
ISL
1025
Ingalls & Snyder LLC
New York
$432K +$428K +7,743 New
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