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Name Holding Trade Value Shares
Change
Change in
Stake
PCA
426
Personal Capital Advisors
California
$321K +$16.3K +288 +5%
GWM
427
Geneos Wealth Management
Colorado
$321K +$113K +2,000 +54%
BUB
428
BBVA USA Bancshares
Texas
$319K -$11.6K -206 -4%
TPWA
429
TRUE Private Wealth Advisors
Oregon
$319K +$16.4K +290 +5%
SAM
430
Shamrock Asset Management
Texas
$315K -$6.45K -114 -2%
TMAM
431
Tokio Marine Asset Management
Japan
$311K -$88.7K -1,568 -22%
MRCM
432
M&R Capital Management
New Jersey
$308K +$17K +300 +6%
WB
433
WesBanco Bank
West Virginia
$307K
VWM
434
Valley Wealth Managers
New Jersey
$305K -$268K -4,740 -47%
Baird Financial Group
435
Baird Financial Group
Wisconsin
$302K -$3.39K -60 -1%
Balyasny Asset Management
436
Balyasny Asset Management
Illinois
$297K -$853K -15,090 -74%
FCI
437
Financial Counselors Inc
Kansas
$297K
Mariner
438
Mariner
Kansas
$290K -$20.8K -368 -7%
MSR
439
Main Street Research
Connecticut
$286K -$30.5K -540 -10%
NPC
440
National Planning Corporation
California
$284K -$44.9K -794 -14%
IIM
441
Intact Investment Management
Quebec, Canada
$282K
GXMC
442
Global X Management Company
New York
$280K +$32.7K +578 +13%
MML Investors Services
443
MML Investors Services
Massachusetts
$279K -$15.5K -274 -5%
PG
444
Patten Group
Tennessee
$278K
CPSAC
445
Chas P. Smith & Associates (CPS)
Florida
$271K
AL
446
Aspiriant LLC
California
$262K +$1.92K +34 +0.7%
NCM
447
Neumann Capital Management
California
$258K
RIL
448
Rothschild Investment LLC
Illinois
$257K
FA
449
Fortis Advisors
Pennsylvania
$254K
WIP
450
Wellesley Investment Partners
Massachusetts
$253K +$40K +708 +19%