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Name Holding Trade Value Shares
Change
Change in
Stake
TFA
401
Transamerica Financial Advisors
Florida
$602K -$10.1K -48 -2%
SGI
402
Summit Global Investments
Utah
$601K -$486K -2,301 -44%
RWM
403
Ritholtz Wealth Management
New York
$596K +$602K +2,850 New
JIC
404
Johnson Investment Counsel
Ohio
$593K -$162K -768 -21%
FAAS
405
First Allied Advisory Services
California
$590K -$229K -1,083 -28%
GTAM
406
Global Trust Asset Management
Florida
$575K +$581K +2,750 New
HH
407
Hilltop Holdings
Texas
$573K +$94.3K +446 +19%
WG
408
Winton Group
United Kingdom
$570K -$447K -2,114 -44%
BFC
409
Blue Fin Capital
Rhode Island
$565K -$122K -575 -18%
CA
410
Cetera Advisors
Colorado
$560K -$90.9K -430 -14%
SIC
411
SFE Investment Counsel
California
$558K
Assenagon Asset Management
412
Assenagon Asset Management
Luxembourg
$557K +$231K +1,093 +70%
GWM
413
Geneos Wealth Management
Colorado
$542K -$40.2K -190 -7%
FCMT
414
Founders Capital Management (Texas)
Texas
$538K
SWM
415
SeaCrest Wealth Management
New York
$538K +$544K +2,575 New
MCA
416
Morris Capital Advisors
Pennsylvania
$536K +$55.8K +264 +11%
GBT
417
Grove Bank & Trust
Florida
$534K +$4.44K +21 +0.8%
EWM
418
Evercore Wealth Management
New York
$532K -$32.1K -152 -6%
BTIS
419
BB&T Investment Services
North Carolina
$518K +$153K +726 +42%
O
420
OppenheimerFunds
New York
$518K +$157K +744 +43%
ACC
421
Accident Compensation Corp
New Zealand
$515K -$824K -3,900 -61%
BOH
422
Bank of Hawaii
Hawaii
$515K -$5.71K -27 -1%
ST
423
Spinnaker Trust
Maine
$511K
LS
424
Livforsakringsbolaget Skandia
Sweden
$506K -$84.5K -400 -14%
CBU
425
CIBC Bank USA
Illinois
$506K +$32.8K +155 +7%