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Name Holding Trade Value Shares
Change 		Change in
Stake
PRI
451
Prepared Retirement Institute
Pennsylvania
$740K +$734K +4,904 New
MG
452
Mather Group
Illinois
$731K +$9.13K +61 +1%
HR
453
Hardy Reed
Mississippi
$725K -$12.4K -83 -2%
BP
454
Ballentine Partners
Massachusetts
$722K -$13.3K -89 -2%
GGS
455
Galvin Gaustad & Stein
Arizona
$719K +$76.4K +510 +12%
IIM
456
INTECH Investment Management
Florida
$714K -$843K -5,631 -54%
FWCM
457
Ferguson Wellman Capital Management
Oregon
$713K -$41.9K -280 -6%
AI
458
Atom Investors
Texas
$711K +$496K +3,315 +238%
PA
459
Parallel Advisors
California
$710K +$39.2K +262 +6%
UCFA
460
United Capital Financial Advisors
Texas
$702K -$43.9K -293 -6%
SAG
461
SageView Advisory Group
California
$689K +$412K +2,751 +152%
IAS
462
Insigneo Advisory Services
Florida
$684K +$16.2K +108 +2%
IWC
463
Integrated Wealth Concepts
Massachusetts
$680K -$18.4K -123 -3%
RSWM
464
Robertson Stephens Wealth Management
California
$679K +$5.99K +40 +0.9%
STA
465
Summit Trail Advisors
New York
$665K +$54.5K +364 +9%
FTWA
466
Fifth Third Wealth Advisors
Ohio
$663K +$185K +1,233 +39%
EFM
467
E Fund Management
China
$653K +$115K +766 +22%
IAN
468
Integrated Advisors Network
Texas
$644K +$212K +1,416 +50%
SIG
469
Stonegate Investment Group
Alabama
$633K -$59.9K -400 -9%
OC
470
Oppenheimer & Co
New York
$633K +$898 +6 +0.1%
FI
471
Fosun International
China
$621K – – –
NSIM
472
North Star Investment Management
Illinois
$615K +$4.64K +31 +0.8%
QCG
473
Quadrant Capital Group
Ohio
$595K -$33.2K -222 -5%
CIS
474
Capital International Sarl
California
$590K -$6.95M -46,391 -92%
HH
475
Hilltop Holdings
Texas
$590K +$294K +1,963 +101%
17 18
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