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Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1051
Cetera Investment Advisers
Illinois
$704K -$100K -1,600 -13%
IHL
1052
Investment House LLC
California
$704K
VWM
1053
Venturi Wealth Management
Texas
$704K +$716K +11,443 New
PTB
1054
Pioneer Trust Bank
Oregon
$702K
PJSIMP
1055
P.J. Schmidt Investment Management (PJS)
Wisconsin
$699K -$60.1K -961 -8%
RC
1056
RegentAtlantic Capital
New Jersey
$692K +$4.82K +77 +0.7%
CCMD
1057
Cypress Capital Management (Delaware)
Delaware
$689K
RWP
1058
RWA Wealth Partners
Massachusetts
$682K -$19.5K -311 -3%
CCA
1059
Checchi Capital Advisers
California
$681K -$132K -2,103 -17%
PCAP
1060
Pratt Collard Advisory Partners
New York
$679K
O
1061
Ossiam
France
$677K +$658K +10,512 New
WAM
1062
Winslow Asset Management
Ohio
$669K -$33.5K -535 -5%
OCG
1063
Opus Capital Group
Ohio
$668K
DSI
1064
Daiwa SB Investments
Japan
$668K +$53.8K +860 +9%
RG
1065
Rathbones Group
United Kingdom
$667K -$37.6K -600 -5%
CAM
1066
Cidel Asset Management
Ontario, Canada
$666K +$56.5K +902 +10%
CFG
1067
Citizens Financial Group
Rhode Island
$662K -$38.4K -613 -6%
AWM
1068
Avior Wealth Management
Nebraska
$655K -$18.5K -295 -3%
AAS
1069
Avantax Advisory Services
Texas
$652K +$635K +10,147 New
LWM
1070
Lyell Wealth Management
California
$647K -$386K -6,170 -38%
PVH
1071
Psagot Value Holdings
Israel
$644K +$626K +10,000 New
UAM
1072
UAS Asset Management
New York
$644K +$626K +10,000 New
SG Americas Securities
1073
SG Americas Securities
New York
$643K -$35.7M -570,096 -98%
BCWM
1074
Bartlett & Co Wealth Management
Ohio
$642K -$10.6K -170 -2%
BC
1075
Bartlett & Co
Ohio
$642K -$10.6K -170 -2%