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Thomson Reuters

Name Holding Trade Value Shares
Change
Change in
Stake
DP
276
Dearborn Partners
Illinois
$630K -$7.08K -41 -1%
YIH
277
Y-Intercept (HK)
Hong Kong
$627K +$616K +3,570 New
CG
278
Caprock Group
Idaho
$618K +$25.9K +150 +4%
Focus Partners Wealth
279
Focus Partners Wealth
Massachusetts
$616K -$37.5K -217 -6%
PAG
280
Private Advisor Group
New Jersey
$602K -$74.4K -431 -11%
SWM
281
SilverOak Wealth Management
Minnesota
$601K
SFA
282
Sequoia Financial Advisors
Ohio
$585K +$104K +604 +22%
MGWM
283
Marks Group Wealth Management
Minnesota
$584K -$204K -1,180 -26%
TW
284
TritonPoint Wealth
Maryland
$581K +$3.28K +19 +0.6%
Envestnet Portfolio Solutions
285
Envestnet Portfolio Solutions
Illinois
$561K -$402K -2,326 -42%
ISL
286
Ingalls & Snyder LLC
New York
$561K +$552K +3,196 New
SBF
287
Sara-Bay Financial
Florida
$560K +$17.6K +102 +3%
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$549K +$43.5K +252 +9%
ICM
289
IMS Capital Management
Oregon
$543K
CCB
290
Country Club Bank
Missouri
$540K
AIM
291
Achmea Investment Management
Netherlands
$533K -$3.19M -18,488 -86%
Vontobel Holding
292
Vontobel Holding
Switzerland
$516K
PFS
293
Prospera Financial Services
Texas
$503K -$96.2K -557 -16%
WHG
294
Westwood Holdings Group
Texas
$502K +$2.94K +17 +0.6%
PA
295
Parallel Advisors
California
$499K +$63.4K +367 +15%
CIM
296
Contravisory Investment Management
Massachusetts
$498K -$4.14K -24 -0.8%
CIBC Private Wealth Group
297
CIBC Private Wealth Group
Georgia
$498K +$12.9K +75 +3%
SC
298
Savant Capital
Illinois
$495K +$22.1K +128 +5%
CI
299
Cigna Investments
Connecticut
$493K -$16.6K -96 -3%
BJL
300
Brighton Jones LLC
Washington
$485K +$1.9K +11 +0.4%