Name Holding Trade Value Shares
Change
Change in
Stake
BAM
251
Barrett Asset Management
New York
$21K – – –
RCAG
252
Rehmann Capital Advisory Group
Michigan
$20.8K +$7.88K +272 +69%
PK
253
Pflug Koory
Nebraska
$19K – – –
APA
254
American Portfolios Advisors
New York
$18.8K – – –
CHP
255
Cable Hill Partners
Oregon
$15K – – –
PCG
256
Private Capital Group
Connecticut
$14K -$7.42K -256 -36%
QCG
257
Quadrant Capital Group
Ohio
$14K – – –
BWA
258
Burt Wealth Advisors
Maryland
$13K – – –
GWS
259
Glassman Wealth Services
Virginia
$13K – – –
WAM
260
Wealthspire Advisors (Maryland)
Maryland
$8K +$1.62K +56 +28%
CGI
261
CI Global Investments
California
$8K +$6.96K +240 New
TRCT
262
Tower Research Capital (TRC)
New York
$8K +$7.42K +256 New
SPIA
263
Steward Partners Investment Advisory
New York
$7K – – –
SWM
264
SeaCrest Wealth Management
New York
$6K +$5.8K +200 New
TCOV
265
Trust Company of Vermont
Vermont
$4K – – –
VFA
266
Valeo Financial Advisors
Indiana
$4K – – –
WTB
267
Washington Trust Bank
Washington
$3K -$2.55K -88 -50%
IFAM
268
Institutional & Family Asset Management
Colorado
$3K – – –
PFBT
269
Parkside Financial Bank & Trust
Missouri
$3K – – –
VCM
270
Versant Capital Management
Arizona
$3K – – –
FIA
271
FNY Investment Advisers
New York
$3K +$2.9K +100 New
Financial Engines Advisors
272
Financial Engines Advisors
California
$2K +$1.39K +48 New
MPWT
273
MassMutual Private Wealth & Trust
Connecticut
$1.63K – – –
IA
274
IFP Advisors
Florida
$1K -$8.35K -288 -90%
FGAM
275
Financial Gravity Asset Management
Texas
$1K -$58 -2 -7%