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Name Holding Trade Value Shares
Change
Change in
Stake
SFA
276
Sequoia Financial Advisors
Ohio
$472K +$11.4K +87 +3%
MG
277
Mather Group
Illinois
$468K +$459K +3,491 New
OWA
278
One Wealth Advisors
California
$467K -$16.8K -128 -4%
CRC
279
Curi RMB Capital
Illinois
$466K -$10.4K -79 -2%
CBT
280
Capital Bank & Trust
California
$457K -$3.81K -29 -0.8%
HCMNY
281
Howard Capital Management (New York)
New York
$456K
DIA
282
Dana Investment Advisors
Wisconsin
$446K +$437K +3,327 New
CFW
283
CA Family Wealth
California
$435K +$427K +3,246 New
CFGS
284
Concourse Financial Group Securities
Alabama
$430K +$150K +1,139 +55%
PGFC
285
Peapack-Gladstone Financial Corp
New Jersey
$429K -$9.86K -75 -2%
ACM
286
Advisors Capital Management
New Jersey
$423K +$184K +1,400 +80%
AssetMark Inc
287
AssetMark Inc
California
$421K -$73.9K -562 -15%
PWPS
288
Pinnacle Wealth Planning Services
Ohio
$414K +$58.6K +446 +17%
SMH
289
Sanders Morris Harris
Texas
$410K
RC
290
RegentAtlantic Capital
New Jersey
$407K -$6.31K -48 -2%
BP
291
BBR Partners
New York
$402K +$395K +3,002 New
IIC
292
Integrated Investment Consultants
Michigan
$393K +$386K +2,938 New
CB
293
Commerce Bank
Missouri
$389K +$52K +396 +16%
PCG
294
Private Capital Group
Connecticut
$385K +$15.8K +120 +4%
EI
295
Ethic Inc
New York
$376K +$369K +2,806 New
PFS
296
Physicians Financial Services
North Carolina
$375K
HAG
297
HighPoint Advisor Group
Illinois
$375K +$10.9K +83 +3%
PCS
298
Personal CFO Solutions
New Jersey
$374K -$4.6K -35 -1%
CIBC Private Wealth Group
299
CIBC Private Wealth Group
Georgia
$373K +$19.1K +145 +5%
BBHC
300
Brown Brothers Harriman & Co
New York
$364K -$758K -5,766 -68%