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Name Holding Trade Value Shares
Change
Change in
Stake
HIM
426
Herald Investment Management
United Kingdom
$831K
Cambridge Investment Research Advisors
427
Cambridge Investment Research Advisors
Iowa
$814K -$3.27M -75,007 -80%
SPIA
428
Steward Partners Investment Advisory
New York
$787K +$223K +5,114 +40%
UFF
429
USA Financial Formulas
Michigan
$785K -$570K -13,084 -42%
LFAS
430
Level Four Advisory Services
Texas
$780K +$431K +9,897 +125%
BCA
431
Bray Capital Advisors
Florida
$774K
BCM
432
Bayesian Capital Management
New York
$761K +$758K +17,400 New
MAM
433
Morse Asset Management
Connecticut
$759K +$756K +17,345 New
BHWM
434
Bar Harbor Wealth Management
New Hampshire
$746K +$122K +2,793 +20%
ACA
435
Atlas Capital Advisors
Wyoming
$738K +$735K +16,870 New
YWP
436
YorkBridge Wealth Partners
New York
$734K +$81.4K +1,867 +13%
BP
437
Ballentine Partners
Massachusetts
$732K +$26.1K +598 +4%
HNB
438
Huntington National Bank
Ohio
$722K +$27.7K +636 +4%
PAG
439
Private Advisor Group
New Jersey
$720K +$21.7K +497 +3%
JG
440
Jefferies Group
New York
$718K -$2.6M -59,600 -78%
Simplex Trading
441
Simplex Trading
Illinois
$716K +$713K +16,365 New
AIM
442
Anchor Investment Management
South Carolina
$714K -$34.9K -800 -5%
V
443
Veritable
Delaware
$714K -$5.54K -127 -0.8%
BOTW
444
Bank of the West
California
$703K -$54.5K -1,250 -7%
YMRC
445
Yorktown Management & Research Company
Virginia
$689K
ASN
446
Advisory Services Network
Georgia
$689K +$14.9K +341 +2%
LMGAM
447
Liberty Mutual Group Asset Management
Massachusetts
$678K -$1.1M -25,162 -62%
SPC
448
Salient Private Client
Texas
$677K +$675K +15,480 New
ECM
449
Evergreen Capital Management
Washington
$659K +$656K +15,057 New
CCM
450
Coldstream Capital Management
Washington
$657K