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Name Holding Trade Value Shares
Change
Change in
Stake
MA
576
Mutual Advisors
Nebraska
$220K +$227K +2,640 New
VIA
577
Vident Investment Advisory
Georgia
$217K -$5.93K -69 -2%
IFWM
578
Institute for Wealth Management
Colorado
$217K +$430 +5 +0.2%
BBP
579
Banco BTG Pactual
Brazil
$217K +$224K +2,600 New
HC
580
Henshaw Capital
Massachusetts
$216K -$38.1K -443 -15%
ISWM
581
Independent Solutions Wealth Management
New York
$216K +$223K +2,596 New
V
582
Veritable
Delaware
$216K +$223K +2,589 New
IWC
583
Integrated Wealth Concepts
Massachusetts
$213K -$23.7K -275 -10%
CIC
584
Carnegie Investment Counsel
Ohio
$212K
SMH
585
Sanders Morris Harris
Texas
$210K +$215K +2,500 New
WA
586
WBH Advisory
Maryland
$210K +$217K +2,519 New
CPC
587
Congress Park Capital
New York
$208K -$12.9K -150 -6%
HAM
588
Hedges Asset Management
Nevada
$208K +$215K +2,500 New
QCG
589
Quadrant Capital Group
Ohio
$207K -$107K -1,245 -33%
CWM
590
Cadence Wealth Management
Massachusetts
$207K -$86.7K -1,008 -29%
PFO
591
Pathstone Family Office
New Jersey
$207K +$214K +2,484 New
EFS
592
Essex Financial Services
Connecticut
$206K -$158K -1,835 -43%
RC
593
RegentAtlantic Capital
New Jersey
$205K -$7.31K -85 -3%
MIS
594
Morningstar Investment Services
Illinois
$205K +$211K +2,457 New
SQA
595
Simon Quick Advisors
New Jersey
$204K +$2.58K +30 +1%
FA
596
FDx Advisors
Illinois
$203K -$20.3K -236 -9%
NERM
597
New England Research & Management
Illinois
$200K -$1.18M -13,700 -85%
GT
598
Glenview Trust
Kentucky
$200K +$206K +2,399 New
Jones Financial Companies
599
Jones Financial Companies
Missouri
$193K +$27.2K +316 +16%
GWM
600
Geneos Wealth Management
Colorado
$189K -$91.3K -1,061 -32%