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Name Holding Trade Value Shares
Change
Change in
Stake
ONB
276
Old National Bancorp
Indiana
$479K -$56.4K -429 -11%
CS
277
Comerica Securities
Michigan
$472K -$82.8K -630 -15%
SFA
278
Sequoia Financial Advisors
Ohio
$472K +$11.4K +87 +3%
MG
279
Mather Group
Illinois
$468K +$459K +3,491 New
OWA
280
One Wealth Advisors
California
$467K -$16.8K -128 -4%
CRC
281
Curi RMB Capital
Illinois
$466K -$10.4K -79 -2%
CBT
282
Capital Bank & Trust
California
$457K -$3.81K -29 -0.8%
HCMNY
283
Howard Capital Management (New York)
New York
$456K – – –
DIA
284
Dana Investment Advisors
Wisconsin
$446K +$437K +3,327 New
CFW
285
CA Family Wealth
California
$435K +$427K +3,246 New
CFGS
286
Concourse Financial Group Securities
Alabama
$430K +$150K +1,139 +55%
PGFC
287
Peapack-Gladstone Financial Corp
New Jersey
$429K -$9.86K -75 -2%
ACM
288
Advisors Capital Management
New Jersey
$423K +$184K +1,400 +80%
AssetMark Inc
289
AssetMark Inc
California
$421K -$73.9K -562 -15%
PWPS
290
Pinnacle Wealth Planning Services
Ohio
$414K +$58.6K +446 +17%
SMH
291
Sanders Morris Harris
Texas
$410K – – –
RC
292
RegentAtlantic Capital
New Jersey
$407K -$6.31K -48 -2%
BP
293
BBR Partners
New York
$402K +$395K +3,002 New
IIC
294
Integrated Investment Consultants
Michigan
$393K +$386K +2,938 New
CB
295
Commerce Bank
Missouri
$389K +$52K +396 +16%
PCG
296
Private Capital Group
Connecticut
$385K +$15.8K +120 +4%
EI
297
Ethic Inc
New York
$376K +$369K +2,806 New
PFS
298
Physicians Financial Services
North Carolina
$375K – – –
HAG
299
HighPoint Advisor Group
Illinois
$375K +$10.9K +83 +3%
PCS
300
Personal CFO Solutions
New Jersey
$374K -$4.6K -35 -1%