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Name Holding Trade Value Shares
Change
Change in
Stake
SRC
326
Sage Rhino Capital
California
$386K -$6.67K -42 -2%
SS
327
Simplicity Solutions
Minnesota
$381K -$256K -1,615 -40%
PTC
328
Private Trust Company
Ohio
$379K +$15.2K +96 +4%
SFS
329
Sowell Financial Services
Arkansas
$376K +$112K +703 +41%
V
330
Veritable
Delaware
$367K -$104K -653 -22%
WCM
331
Wunderlich Capital Managemnt
Tennessee
$367K -$27.6K -174 -7%
LG
332
Leuthold Group
Minnesota
$365K -$9.69K -61 -3%
BIMC
333
Benson Investment Management Company
Virginia
$365K – – –
GA
334
Geller Advisors
New York
$352K +$159 +1 +0%
B
335
Bailard
California
$343K +$45.4K +286 +15%
SPIA
336
Steward Partners Investment Advisory
New York
$338K +$93.2K +587 +37%
RC
337
RegentAtlantic Capital
New Jersey
$332K -$88.6K -558 -21%
BP
338
Ballentine Partners
Massachusetts
$332K +$14.3K +90 +4%
ECM
339
Evergreen Capital Management
Washington
$332K +$35.6K +224 +12%
TSS
340
Two Sigma Securities
New York
$332K +$37.2K +234 +12%
FT
341
Fiduciary Trust
Massachusetts
$331K +$953 +6 +0.3%
CBFP
342
Cedar Brook Financial Partners
Ohio
$328K +$35.3K +222 +12%
HSA
343
HBK Sorce Advisory
Pennsylvania
$319K +$5.08K +32 +2%
CGL
344
Clarius Group LLC
Washington
$318K +$1.11K +7 +0.3%
WAS
345
WESPAC Advisors SoCal
California
$318K +$15.9K +100 +5%
GVAG
346
Great Valley Advisor Group
Delaware
$313K +$14.3K +90 +5%
SCA
347
Snowden Capital Advisors
New York
$313K -$52.7K -332 -14%
AC
348
Avestar Capital
New York
$312K -$6.19K -39 -1%
MIH
349
Meitav Investment House
Israel
$311K +$54.5K +343 +21%
HAG
350
HighPoint Advisor Group
Illinois
$307K -$2.06K -13 -0.5%