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Name Holding Trade Value Shares
Change
Change in
Stake
MPPW
176
Mitchell & Pahl Private Wealth
Oklahoma
$1.01M +$34.9K +193 +3%
DWT
177
Dorsey & Whitney Trust
South Dakota
$999K -$152K -839 -13%
IWC
178
Integrated Wealth Concepts
Massachusetts
$977K +$365K +2,017 +55%
HPM
179
Hudson Portfolio Management
New York
$940K +$41.6K +230 +4%
FRA
180
Frank Rimerman Advisors
California
$933K +$701K +3,876 +252%
FRM
181
Fox Run Management
Connecticut
$927K +$743K +4,109 +324%
B
182
Bailard
California
$899K +$93.9K +519 +11%
GIM
183
Glenmede Investment Management
Pennsylvania
$867K +$910K +5,032 New
PAG
184
Private Advisor Group
New Jersey
$865K -$137K -757 -13%
Marshall Wace
185
Marshall Wace
United Kingdom
$864K +$907K +5,016 New
SPC
186
Spirepoint Private Client
Florida
$864K +$907K +5,015 New
BTI
187
Blue Trust Inc
Georgia
$847K +$12.3K +68 +1%
HAG
188
HighPoint Advisor Group
Illinois
$840K +$36.2K +200 +4%
PFS
189
Physicians Financial Services
North Carolina
$826K +$18.1K +100 +2%
SCP
190
Sender Company & Partners
New York
$821K +$862K +4,764 New
Barclays
191
Barclays
United Kingdom
$820K +$341K +1,884 +65%
MFG
192
MidWestOne Financial Group
Iowa
$805K +$846K +4,674 New
SIC
193
Salem Investment Counselors
North Carolina
$803K -$147K -810 -15%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$787K -$2.35K -13 -0.3%
WFI
195
West Family Investments
California
$783K +$246K +1,361 +43%
TWC
196
TD Waterhouse Canada
Ontario, Canada
$783K +$513K +2,838 +163%
CFG
197
CKW Financial Group
Hawaii
$775K +$543 +3 +0.1%
BWM
198
BigSur Wealth Management
Florida
$770K
CIA
199
Choate Investment Advisors
Massachusetts
$769K +$497K +2,750 +160%
SAM
200
Smartleaf Asset Management
Massachusetts
$766K -$80.1K -443 -9%