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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
301
Vanguard Personalized Indexing Management
California
$235K -$957K -15,206 -81%
SWP
302
Stratos Wealth Partners
Ohio
$229K +$10.8K +171 +5%
CPIG
303
Chicago Partners Investment Group
Illinois
$227K – – –
BMSSC
304
B. Metzler seel. Sohn & Co
Germany
$224K +$213K +3,383 New
IGWM
305
ICA Group Wealth Management
Colorado
$223K +$224K +3,565 New
CCA
306
Checchi Capital Advisers
California
$215K +$38.6K +613 +23%
CS
307
Candriam SCA
Luxembourg
$211K – – –
PSUF
308
People's United Financial
Connecticut
$206K -$17.8K -283 -8%
FL
309
Fort LP
Maryland
$206K +$92.6K +1,471 +89%
MTWM
310
Masso Torrence Wealth Management
New Jersey
$203K – – –
CCM
311
Copeland Capital Management
Pennsylvania
$201K +$315 +5 +0.2%
JWCA
312
J.W. Cole Advisors
Florida
$199K +$5.98K +95 +3%
LCM
313
Liberty Capital Management
Michigan
$197K – – –
SFA
314
Sequoia Financial Advisors
Ohio
$197K +$10.2K +162 +6%
Parallax Volatility Advisers
315
Parallax Volatility Advisers
California
$194K +$183K +2,906 +12,108%
PL
316
Plancorp LLC
Missouri
$187K -$1.57K -25 -0.9%
BL
317
Balentine LLC
Georgia
$186K -$25.6K -407 -13%
CFB
318
Cullen/Frost Bankers
Texas
$185K +$149K +2,361 +549%
PCA
319
Personal Capital Advisors
California
$183K -$8.12K -129 -4%
OC
320
Oppenheimer & Co
New York
$183K +$63 +1 +0%
V
321
Veritable
Delaware
$182K -$60.8K -966 -26%
EI
322
Ethic Inc
New York
$179K -$34.7K -552 -17%
MCM
323
Mengis Capital Management
Oregon
$178K -$3.78K -60 -2%
Rockefeller Capital Management
324
Rockefeller Capital Management
New York
$176K -$3.15K -50 -2%
GAG
325
GM Advisory Group
New York
$174K – – –