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Name Holding Trade Value Shares
Change
Change in
Stake
EP
351
Elkfork Partners
Oregon
$343K
OA
352
Oxbow Advisors
Texas
$343K
IWP
353
Icon Wealth Partners
Texas
$341K +$36.6K +1,573 +11%
MHS
354
M Holdings Securities
Oregon
$341K +$52.8K +2,270 +17%
GD
355
Grandfield & Dodd
New York
$337K -$909K -39,124 -72%
CTA
356
Chesley Taft & Associates
Illinois
$335K -$15.2K -654 -4%
IIA
357
IPG Investment Advisors
California
$333K +$141K +6,050 +65%
SPC
358
Sigma Planning Corp
Michigan
$333K +$78.5K +3,377 +28%
IA
359
IFP Advisors
Florida
$331K -$6.88K -296 -2%
SMFS
360
Squar Milner Financial Services
California
$328K +$124K +5,335 +55%
PWM
361
Perigon Wealth Management
California
$326K +$350K +15,040 New
VFPI
362
Vantage Financial Partners (Illinois)
Illinois
$323K -$51.1K -2,200 -13%
BFPW
363
BOK Financial Private Wealth
Colorado
$320K +$49.5K +2,132 +17%
APA
364
American Portfolios Advisors
New York
$316K -$4.11K -177 -1%
Bank of Nova Scotia
365
Bank of Nova Scotia
Ontario, Canada
$312K -$511 -22 -0.2%
SSB
366
Sandy Spring Bank
Maryland
$311K -$77.4K -3,330 -19%
BTNA
367
Bremer Trust National Association
Minnesota
$310K -$16.5K -712 -5%
OSAM
368
O'Shaughnessy Asset Management
Connecticut
$307K -$8.04K -346 -2%
Verition Fund Management
369
Verition Fund Management
Connecticut
$306K -$415K -17,874 -56%
SC
370
Sawyer & Company
Massachusetts
$304K -$30.6K -1,317 -9%
CCA
371
Checchi Capital Advisers
California
$294K +$10.4K +449 +3%
IAA
372
Independent Advisor Alliance
North Carolina
$294K +$322K +13,851 New
HFM
373
Hartford Financial Management
Connecticut
$290K +$11.1K +479 +4%
CIBC Private Wealth Group
374
CIBC Private Wealth Group
Georgia
$289K +$16.2K +698 +6%
JMH
375
J.M. Hartwell
New York
$288K