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Name Holding Trade Value Shares
Change
Change in
Stake
AIM
426
Anchor Investment Management
South Carolina
$304K
SC
427
Savant Capital
Illinois
$304K +$280K +14,358 New
PGFC
428
Peapack-Gladstone Financial Corp
New Jersey
$303K +$6.17K +317 +2%
SI
429
Stephens Inc
Arkansas
$303K -$17.2K -882 -6%
WSFS
430
Wilmington Savings Fund Society
Delaware
$302K -$11.3K -582 -4%
BWP
431
BSW Wealth Partners
Colorado
$302K +$278K +14,258 New
FAT
432
First American Trust
California
$298K -$12.5K -640 -4%
FFA
433
First Foundation Advisors
California
$298K -$9.84K -505 -3%
HAG
434
HighPoint Advisor Group
Illinois
$297K -$911K -46,762 -78%
Verition Fund Management
435
Verition Fund Management
Connecticut
$292K +$269K +13,788 New
PGA
436
Portland Global Advisors
Maine
$291K -$19.5K -1,000 -7%
TW
437
Traveka Wealth
California
$289K +$15.2K +782 +6%
WGAM
438
Wilkinson Global Asset Management
New York
$289K
PWPS
439
Pinnacle Wealth Planning Services
Ohio
$287K -$336K -17,253 -56%
SIA
440
Strategic Investment Advisors
Michigan
$287K +$2.67K +137 +1%
CWM
441
Challenger Wealth Management
California
$286K +$263K +13,500 New
AA
442
Addison Advisors
Vermont
$281K +$8.2K +421 +3%
TFS
443
Thoroughbred Financial Services
Tennessee
$281K +$50.6K +2,596 +24%
BFM
444
Boston Financial Management
Massachusetts
$281K +$1.17K +60 +0.5%
BWM
445
Baron Wealth Management
Michigan
$276K -$7.75K -398 -3%
NP
446
NorthRock Partners
Minnesota
$276K +$25.1K +1,291 +11%
CFGS
447
Concourse Financial Group Securities
Alabama
$276K +$109K +5,614 +74%
C
448
Certuity
Florida
$275K +$23.3K +1,197 +10%
LCGC
449
Legacy Capital Group California
California
$271K -$292 -15 -0.1%
EGM
450
Engineers Gate Manager
New York
$270K +$249K +12,773 New