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Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1201
Ascent Wealth Partners
New York
$2.46M -$26.4K -205 -1%
CPA
1202
Clear Perspective Advisors
Illinois
$2.46M
PFS
1203
Physicians Financial Services
North Carolina
$2.46M
BCI
1204
Brinker Capital Investments
Pennsylvania
$2.46M +$84.7K +658 +4%
PCM
1205
Poehling Capital Management
Wisconsin
$2.46M -$714K -5,545 -23%
PLFAM
1206
Pineno Levin & Ford Asset Management
Virginia
$2.46M
LAIC
1207
Lederer & Associates Investment Counsel
California
$2.44M -$511K -3,972 -18%
PP
1208
Pegasus Partners
Wisconsin
$2.42M +$13K +101 +0.6%
MM
1209
Meridian Management
Arkansas
$2.42M -$1.96M -15,262 -45%
WAM
1210
Weatherly Asset Management
California
$2.42M +$454K +3,526 +24%
PG
1211
PEAK6 Group
Illinois
$2.42M -$23.7M -184,427 -91%
GTAM
1212
Global Trust Asset Management
Florida
$2.41M -$51.7K -402 -2%
GWM
1213
Geneos Wealth Management
Colorado
$2.41M -$160K -1,241 -6%
BEC
1214
Blue Edge Capital
Virginia
$2.4M +$15.1K +117 +0.6%
RG
1215
Rikoon Group
New Mexico
$2.4M +$35.5K +276 +2%
1SB
1216
1ST Source Bank
Indiana
$2.4M +$189K +1,468 +9%
BP
1217
Ballentine Partners
Massachusetts
$2.39M -$3.35K -26 -0.1%
AFC
1218
AFT Forsyth & Company
Florida
$2.38M -$494K -3,835 -18%
PCP
1219
Proficio Capital Partners
Massachusetts
$2.37M +$40K +311 +2%
FFWA
1220
FRG Family Wealth Advisors
Washington
$2.37M +$468K +3,640 +26%
GXMC
1221
Global X Management Company
New York
$2.36M -$594K -4,613 -21%
CPC
1222
Congress Park Capital
New York
$2.34M
SRAM
1223
Stone Ridge Asset Management
New York
$2.34M
BCFS
1224
Butensky & Cohen Financial Security
Florida
$2.33M -$134K -1,045 -6%
DJSG
1225
D.J. St. Germain
Massachusetts
$2.33M -$35.5K -276 -2%