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Name Holding Trade Value Shares
Change
Change in
Stake
CG
251
Colony Group
Massachusetts
$701K -$46.7K -894 -6%
QCM
252
Quest Capital Management
Texas
$692K +$183K +3,498 +36%
PWPS
253
Pinnacle Wealth Planning Services
Ohio
$687K +$170K +3,264 +33%
LOPW
254
Live Oak Private Wealth
North Carolina
$684K +$51.4K +985 +8%
S
255
SimplyRich
California
$684K +$678K +12,997 New
HWM
256
Hohimer Wealth Management
Washington
$683K +$32.8K +628 +5%
PFPT
257
Pinnacle Financial Partners (Tennessee)
Tennessee
$681K +$99.9K +1,915 +17%
PWA
258
Pinnacle Wealth Advisors
Tennessee
$681K +$675K +12,935 New
WW
259
Waterfront Wealth
Kansas
$676K +$84.7K +1,623 +14%
First Eagle Investment Management
260
First Eagle Investment Management
New York
$675K +$631K +12,090 +1,649%
VNA
261
Valley National Advisers
Pennsylvania
$661K -$11.8K -227 -2%
PPSG
262
Princeton Portfolio Strategies Group
New Jersey
$660K
RHBC
263
R.H. Bluestein & Co
Michigan
$658K
CAMG
264
CWA Asset Management Group
Florida
$642K -$371K -7,111 -37%
TNBTD
265
Trustmark National Bank Trust Department
Mississippi
$630K -$16K -307 -3%
AWM
266
AE Wealth Management
Kansas
$624K +$146K +2,801 +31%
BFM
267
Boothbay Fund Management
New York
$619K -$135K -2,592 -18%
CAN
268
Cetera Advisor Networks
California
$619K +$297K +5,695 +94%
New York State Common Retirement Fund
269
New York State Common Retirement Fund
New York
$617K +$345K +6,615 +130%
ACM
270
Ategra Capital Management
Virginia
$606K -$42.6K -817 -7%
BFS
271
Bard Financial Services
Connecticut
$598K
JC
272
Jacobs & Co
California
$596K
HPC
273
HM Payson & Co
Maine
$581K
BSAM
274
Blue Square Asset Management
New York
$581K +$26.4K +505 +5%
CPA
275
Court Place Advisors
Maryland
$579K