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Name Holding Trade Value Shares
Change
Change in
Stake
PWM
276
Perigon Wealth Management
California
$958K +$6.85K +27 +0.8%
CC
277
Cannell & Co
New York
$945K -$2.54K -10 -0.3%
ASN
278
Advisory Services Network
Georgia
$941K -$197K -778 -19%
FB
279
Fulton Bank
Pennsylvania
$902K +$11.7K +46 +1%
IFG
280
Independent Financial Group
California
$897K +$44.4K +175 +6%
EI
281
Ethic Inc
New York
$891K +$284K +1,120 +53%
Franklin Resources
282
Franklin Resources
California
$879K -$101M -396,477 -99%
OC
283
Oppenheimer & Co
New York
$862K +$7.87K +31 +1%
RI
284
Ridgewood Investments
New Jersey
$853K +$509K +2,005 +184%
Rockefeller Capital Management
285
Rockefeller Capital Management
New York
$846K +$543K +2,139 +229%
Bank Julius Baer & Co
286
Bank Julius Baer & Co
Switzerland
$832K +$632K +2,490 +471%
CAM
287
Crestone Asset Management
Colorado
$830K
Lazard Asset Management
288
Lazard Asset Management
New York
$826K +$761K +3,000 New
FA
289
FDx Advisors
Illinois
$803K -$668K -2,632 -47%
AIG
290
American International Group
New York
$796K -$30.2K -119 -4%
1CP
291
17 Capital Partners
Arizona
$758K +$697K +2,749 New
Janney Montgomery Scott
292
Janney Montgomery Scott
Pennsylvania
$740K +$111K +438 +20%
BCM
293
Bienville Capital Management
New York
$733K +$381K +1,500 +129%
GG
294
Golden Green
South Carolina
$728K -$12.2K -48 -2%
CC
295
Centiva Capital
New York
$719K -$1.26M -4,972 -66%
LA
296
Legacy Advisors
Pennsylvania
$715K
OAM
297
Oppenheimer Asset Management
New York
$712K -$817K -3,220 -55%
PA
298
Parkside Advisors
California
$708K -$8.88K -35 -1%
HAG
299
HighPoint Advisor Group
Illinois
$696K -$137K -539 -18%
HSBC Holdings
300
HSBC Holdings
United Kingdom
$690K -$46.4K -183 -7%