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Name Holding Trade Value Shares
Change
Change in
Stake
HPM
326
Hudson Portfolio Management
New York
$630K -$4.89K -100 -0.8%
TWC
327
TD Waterhouse Canada
Ontario, Canada
$619K -$978 -20 -0.2%
NGA
328
Naples Global Advisors
Florida
$618K -$44K -900 -7%
ASN
329
Advisory Services Network
Georgia
$606K -$29.3K -600 -5%
VFA
330
Valeo Financial Advisors
Indiana
$605K -$83.2K -1,701 -12%
PA
331
Pinnacle Associates
New York
$601K -$19.9K -406 -3%
AIA
332
Angeles Investment Advisors
California
$598K +$11.9K +244 +2%
VNA
333
Valley National Advisers
Pennsylvania
$595K +$2.69K +55 +0.5%
KFSC
334
Keystone Financial Services (Colorado)
Colorado
$588K +$8.9K +182 +2%
CC
335
Centiva Capital
New York
$580K +$298K +6,099 +110%
UWS
336
Unique Wealth Strategies
Illinois
$577K +$568K +11,610 New
MCM
337
MAI Capital Management
Ohio
$576K -$14.1K -289 -2%
AWA
338
Aaron Wealth Advisors
Illinois
$573K -$49.4K -1,011 -8%
SW
339
SVB Wealth
Massachusetts
$568K -$3.08K -63 -0.5%
RCAG
340
Rehmann Capital Advisory Group
Michigan
$559K -$27.2K -557 -5%
JFL
341
Jarislowsky, Fraser Ltd
Quebec, Canada
$557K -$205K -4,200 -27%
DA
342
DCF Advisers
Connecticut
$547K +$53.8K +1,100 +11%
JIC
343
Johnson Investment Counsel
Ohio
$545K +$172K +3,514 +47%
AHL
344
Abel Hall LLC
Louisiana
$544K +$535K +10,932 New
PHS
345
Pekin Hardy Strauss
Illinois
$537K
PA
346
Probity Advisors
Texas
$536K +$62.4K +1,277 +13%
ECM
347
Evergreen Capital Management
Washington
$532K -$234K -4,782 -31%
CFG
348
Carr Financial Group
Massachusetts
$531K
SPG
349
Strategic Planning Group
Utah
$528K +$520K +10,625 New
CAM
350
Cypress Asset Management
Texas
$508K -$19.6K -400 -4%