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Name Holding Trade Value Shares
Change
Change in
Stake
BPA
651
Beacon Pointe Advisors
California
$200K +$184K +2,853 New
NEPPG
652
New England Professional Planning Group
Rhode Island
$200K +$185K +2,859 New
DOA
653
D'Orazio & Associates
Virginia
$197K
FHA
654
First Horizon Advisors
Tennessee
$195K +$2.07K +32 +1%
CDIA
655
Capital Directions Investment Advisors
Georgia
$191K
NNP
656
Nachman Norwood & Parrott
South Carolina
$189K +$174K +2,697 New
AF
657
Advisornet Financial
Minnesota
$182K
DZ Bank
658
DZ Bank
Germany
$181K
FFC
659
First Financial Corp
Indiana
$179K +$5.81K +90 +4%
PB
660
Pinnacle Bancorp
Nebraska
$170K
IA
661
IndexIQ Advisors
New York
$168K +$92.2K +1,427 +147%
CFA
662
Carroll Financial Associates
North Carolina
$166K
FQ
663
First Quadrant
California
$163K
Bessemer Group
664
Bessemer Group
New Jersey
$157K -$13.8K -213 -9%
SNT
665
Security National Trust
West Virginia
$155K
WEC
666
Winslow Evans & Crocker
Massachusetts
$152K -$10.9K -169 -7%
SAM
667
S.A. Mason
Michigan
$149K
SCM
668
Silvant Capital Management
Georgia
$149K
CLOS
669
Compagnie Lombard Odier SCmA
Switzerland
$148K
AssetMark Inc
670
AssetMark Inc
California
$148K +$16.1K +250 +13%
NFG
671
Next Financial Group
Texas
$145K +$133K +2,062 New
1832 Asset Management
672
1832 Asset Management
Ontario, Canada
$141K
CIA
673
CSat Investment Advisory
Michigan
$139K -$247K -3,820 -66%
SFSIG
674
San Francisco Sentry Investment Group
California
$136K
ADL
675
Asset Dedication LLC
California
$129K +$58.1K +900 +96%