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Name Holding Trade Value Shares
Change
Change in
Stake
HSA
401
HBK Sorce Advisory
Pennsylvania
$802K +$419K +1,954 +131%
OAM
402
Oppenheimer Asset Management
New York
$796K +$33.4K +156 +4%
FMI
403
Frec Markets Inc
California
$795K +$810K +3,777 New
WIM
404
Westside Investment Management
California
$784K +$42.9K +200 +6%
CAG
405
Cypress Advisory Group
Arizona
$769K -$78.3K -365 -9%
HI
406
Horizon Investments
North Carolina
$743K +$9.65K +45 +1%
RB
407
Rodgers Brothers
Pennsylvania
$740K – – –
SC
408
Syon Capital
California
$738K +$385K +1,796 +105%
ACM
409
Advisors Capital Management
New Jersey
$736K -$101K -471 -12%
QCM
410
QRG Capital Management
Illinois
$729K -$54.5K -254 -7%
FAMI
411
Fideuram Asset Management (Ireland)
$723K +$766K +3,571 New
MP
412
McDonald Partners
Ohio
$710K +$723K +3,374 New
MIF
413
Mediolanum International Funds
Ireland
$706K – – –
EAN
414
Excelsior Advisor Network
Colorado
$703K +$716K +3,340 New
LNWTC
415
Laird Norton Wetherby Trust Company
Washington
$699K +$65.2K +304 +10%
Northwestern Mutual Wealth Management
416
Northwestern Mutual Wealth Management
Wisconsin
$698K -$57.9K -270 -8%
AAM
417
Azzad Asset Management
Virginia
$695K +$708K +3,300 New
VA
418
Vident Advisory
Georgia
$689K -$103K -482 -13%
CWM
419
Cranbrook Wealth Management
Michigan
$688K – – –
Wealthfront Advisers
420
Wealthfront Advisers
California
$686K -$623K -2,908 -47%
Fifth Third Bancorp
421
Fifth Third Bancorp
Ohio
$683K +$30.9K +144 +5%
SEM
422
Suncoast Equity Management
Florida
$681K -$53.6K -250 -7%
SWP
423
Sagespring Wealth Partners
Tennessee
$679K -$206K -963 -23%
DBG
424
De Burlo Group
Massachusetts
$678K – – –
O
425
Ossiam
France
$672K +$129K +604 +23%