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Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1026
McGowan Group Asset Management
Texas
$503K +$462K +7,680 New
TSS
1027
Two Sigma Securities
New York
$501K +$460K +7,640 New
LH
1028
Lebenthal Holdings
New York
$501K +$460K +7,644 New
CIA
1029
Capital Investment Advisors
Georgia
$495K -$482 -8 -0.1%
DLHL
1030
Donald L. Hagan LLC
Florida
$493K +$452K +7,516 New
FANJ
1031
Financial Architects (New Jersey)
New Jersey
$490K -$22.9K -380 -5%
LWM
1032
Lenox Wealth Management
Ohio
$478K +$244K +4,056 +102%
HSA
1033
HBK Sorce Advisory
Pennsylvania
$477K +$96.6K +1,604 +28%
PTC
1034
Private Trust Company
Ohio
$477K +$125K +2,076 +40%
Dodge & Cox
1035
Dodge & Cox
California
$475K -$97K -1,612 -18%
Koshinski Asset Management
1036
Koshinski Asset Management
Illinois
$468K +$430K +7,144 New
PBT
1037
Pictet Bank & Trust
Bahamas
$467K
CG
1038
Colony Group
Massachusetts
$453K +$146K +2,420 +54%
HC
1039
Hillman Company
Pennsylvania
$450K +$413K +6,860 New
CL
1040
CPWM LLC
Washington
$446K +$8.19K +136 +2%
VCAM
1041
Valentine Capital Asset Management
California
$437K -$114K -1,892 -22%
BJL
1042
Brighton Jones LLC
Washington
$437K +$14.7K +244 +4%
AWA
1043
ARS Wealth Advisors
Florida
$429K -$58K -964 -13%
DWA
1044
Douglass Winthrop Advisors
New York
$427K +$27.9K +464 +8%
CFA
1045
Cahill Financial Advisors
Minnesota
$424K -$2.41K -40 -0.6%
JIP
1046
Jaffetilchin Investment Partners
Florida
$423K +$388K +6,448 New
PPSG
1047
Princeton Portfolio Strategies Group
New Jersey
$421K +$24.1K +400 +7%
PWLP
1048
Prio Wealth Limited Partnership
Massachusetts
$415K +$31.8K +528 +9%
CPA
1049
Capital Planning Advisors
California
$413K +$379K +6,300 New
BP
1050
Ballentine Partners
Massachusetts
$410K -$43.3K -720 -10%