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Name Holding Trade Value Shares
Change
Change in
Stake
NFG
401
Noven Financial Group
Colorado
$346K +$9.16K +585 +3%
Brown Advisory
402
Brown Advisory
Maryland
$346K +$16.2K +1,035 +5%
RWM
403
RBA Wealth Management
California
$343K
JC
404
Jacobs & Co
California
$341K -$2.87M -183,045 -90%
EDRH
405
Edmond de Rothschild Holding
Switzerland
$332K -$112K -7,155 -26%
NG
406
Northstar Group
New York
$332K
LFAS
407
Level Four Advisory Services
Texas
$331K -$14.1K -900 -4%
WTC
408
WhitTier Trust Company
Nevada
$326K
JGC
409
J. Goldman & Co
New York
$325K +$317K +20,265 New
FCI
410
Financial Counselors Inc
Kansas
$324K +$16.4K +1,050 +5%
CCA
411
Checchi Capital Advisers
California
$323K +$51.4K +3,285 +20%
GP
412
Girard Partners
Pennsylvania
$320K -$31.9K -2,040 -9%
HWA
413
HCR Wealth Advisors
California
$317K -$17.4K -1,110 -5%
GW
414
GW & Wade
Massachusetts
$317K -$11.7K -750 -4%
AMCA
415
Arthur M. Cohen & Associates
Illinois
$317K +$19.3K +1,230 +7%
DIM
416
DC Investments Management
Virginia
$317K +$309K +19,725 New
CC
417
Centiva Capital
New York
$315K -$11.3K -720 -4%
IWM
418
IHT Wealth Management
Illinois
$315K +$66.9K +4,275 +28%
CAM
419
Claret Asset Management
Quebec, Canada
$314K -$25.4K -1,620 -8%
GSWM
420
Golden State Wealth Management
California
$314K +$1.17K +75 +0.4%
PP
421
Paloma Partners
Connecticut
$313K +$305K +19,455 New
FFA
422
First Foundation Advisors
California
$310K +$85.2K +5,445 +39%
HKAM
423
Horizon Kinetics Asset Management
New York
$309K -$30.3K -1,935 -9%
EWA
424
EP Wealth Advisors
California
$306K -$51.7K -3,300 -15%
LOAME
425
Lombard Odier Asset Management (Europe)
United Kingdom
$303K