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Name Holding Trade Value Shares
Change
Change in
Stake
JMH
276
J.M. Hartwell
New York
$389K -$66.6K -538 -14%
TC
277
Telemus Capital
Michigan
$387K -$26K -210 -6%
PGFC
278
Peapack-Gladstone Financial Corp
New Jersey
$386K +$19.9K +161 +5%
IWA
279
Intercontinental Wealth Advisors
Texas
$376K +$22.3K +180 +6%
RC
280
RegentAtlantic Capital
New Jersey
$364K -$10.8K -87 -3%
HAG
281
HighPoint Advisor Group
Illinois
$356K +$12.9K +104 +4%
SW
282
SVB Wealth
Massachusetts
$352K -$5.2K -42 -1%
SMH
283
Sanders Morris Harris
Texas
$342K
PCS
284
Personal CFO Solutions
New Jersey
$333K +$350K +2,826 New
PFS
285
Physicians Financial Services
North Carolina
$330K
PCG
286
Private Capital Group
Connecticut
$325K +$44.7K +361 +15%
CGL
287
Clarius Group LLC
Washington
$322K +$79.4K +641 +31%
FRM
288
Fox Run Management
Connecticut
$322K +$338K +2,733 New
AC
289
Avestar Capital
New York
$321K +$34K +275 +11%
TSS
290
Two Sigma Securities
New York
$320K -$204K -1,650 -38%
RG
291
Rikoon Group
New Mexico
$320K
CCIA
292
Campbell & Co Investment Adviser
Maryland
$320K +$336K +2,714 New
SBH
293
Segall Bryant & Hamill
Illinois
$315K -$18.3K -148 -5%
PWPS
294
Pinnacle Wealth Planning Services
Ohio
$312K +$53.2K +430 +19%
MWM
295
Mission Wealth Management
California
$311K -$19.9K -161 -6%
CIBC Private Wealth Group
296
CIBC Private Wealth Group
Georgia
$311K +$327K +2,638 New
CAM
297
Carret Asset Management
New York
$301K -$31K -250 -9%
PSP
298
Principal Street Partners
Tennessee
$301K +$3.34K +27 +1%
CB
299
Commerce Bank
Missouri
$296K -$18K -145 -5%
HH
300
Hilltop Holdings
Texas
$296K +$39.5K +319 +15%