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Name Holding Trade Value Shares
Change
Change in
Stake
SIC
151
Salem Investment Counselors
North Carolina
$995K
DI
152
Diligent Investors
California
$956K -$39.3K -230 -4%
BP
153
Ballentine Partners
Massachusetts
$935K +$84.5K +495 +11%
MPPW
154
Mitchell & Pahl Private Wealth
Oklahoma
$932K +$60.6K +355 +7%
HPM
155
Hudson Portfolio Management
New York
$901K -$341 -2 -0%
HWA
156
HHM Wealth Advisors
Tennessee
$839K +$40.1K +235 +5%
Acadian Asset Management
157
Acadian Asset Management
Massachusetts
$834K +$794K +4,650 New
CFG
158
CKW Financial Group
Hawaii
$813K
B
159
Bailard
California
$811K -$42.7K -250 -5%
IC
160
IEQ Capital
California
$780K +$72.9K +427 +11%
AF
161
Apexium Financial
Texas
$777K
VF
162
Virtu Financial
New York
$766K -$90.5K -530 -11%
PAG
163
Private Advisor Group
New Jersey
$761K +$19.1K +112 +3%
FOA
164
Five Oceans Advisors
California
$758K
CGL
165
Clarius Group LLC
Washington
$750K +$5.46K +32 +0.8%
PFS
166
Prospera Financial Services
Texas
$738K -$47.1K -276 -6%
ASN
167
Advisory Services Network
Georgia
$723K +$687K +4,022 New
MBT
168
Montecito Bank & Trust
California
$718K +$313K +1,835 +85%
LFA
169
Legacy Financial Advisors
Kentucky
$701K +$191K +1,118 +40%
Neuberger Berman Group
170
Neuberger Berman Group
New York
$692K +$117K +686 +22%
AWM
171
AE Wealth Management
Kansas
$683K +$199K +1,166 +44%
SRC
172
Sage Rhino Capital
California
$675K +$34.5K +202 +6%
GT
173
Glenmede Trust
Pennsylvania
$671K +$73.8K +432 +13%
AWM
174
Axxcess Wealth Management
California
$662K +$5.98K +35 +1%
PA
175
Parallel Advisors
California
$661K +$55.3K +324 +10%