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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
401
Nations Financial Group
Iowa
$507K +$2.4K +13 +0.4%
SW
402
SVB Wealth
Massachusetts
$505K -$39.9K -216 -7%
FC
403
Fulcrum Capital
Washington
$503K
SNT
404
Security National Trust
West Virginia
$501K -$18.5K -100 -3%
CIBC World Market
405
CIBC World Market
Ontario, Canada
$489K -$51.3K -278 -9%
DY
406
Dowling & Yahnke
California
$487K -$9.23K -50 -2%
CS
407
Comerica Securities
Michigan
$487K -$554 -3 -0.1%
BBVA
408
Banco Bilbao Vizcaya Argentaria
Spain
$472K +$51.2K +277 +11%
BCM
409
Bayesian Capital Management
New York
$463K -$602K -3,258 -55%
CC
410
Cedar Capital
Illinois
$455K +$157K +852 +47%
SCA
411
Snowden Capital Advisors
New York
$453K -$119K -645 -20%
FI
412
FormulaFolio Investments
Michigan
$442K +$476K +2,576 New
FPS
413
Fieldpoint Private Securities
Connecticut
$428K -$9.79K -53 -2%
Tudor Investment Corp
414
Tudor Investment Corp
Connecticut
$428K +$461K +2,498 New
CM
415
Caption Management
Oklahoma
$428K +$462K +2,500 New
GAG
416
GM Advisory Group
New York
$423K
Cambridge Investment Research Advisors
417
Cambridge Investment Research Advisors
Iowa
$421K -$254K -1,378 -36%
PWPS
418
Pinnacle Wealth Planning Services
Ohio
$419K -$23.1K -125 -5%
LNWWM
419
Laird Norton Wetherby Wealth Management
California
$403K +$1.48K +8 +0.3%
GIA
420
Gateway Investment Advisers
Ohio
$401K -$18M -97,353 -98%
CAW
421
Cornerstone Advisors (Washington)
Washington
$399K -$8.31K -45 -2%
AO
422
Advisor OS
Illinois
$397K +$47.3K +256 +12%
AIP
423
Ameritas Investment Partners
Nebraska
$390K
JF
424
Jump Financial
Illinois
$383K +$413K +2,235 New
RT
425
Rockland Trust
Massachusetts
$366K +$1.66K +9 +0.4%