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Name Holding Trade Value Shares
Change
Change in
Stake
PIM
301
Provident Investment Management
Michigan
$227K -$17.4K -200 -6%
Verition Fund Management
302
Verition Fund Management
Connecticut
$226K +$280K +3,211 New
CT
303
Coastline Trust
Rhode Island
$211K
PP
304
PagnatoKarp Partners
Virginia
$211K
BTS
305
BB&T Securities
Virginia
$206K +$76.2K +873 +42%
Creative Planning
306
Creative Planning
Kansas
$203K -$52.3K -600 -17%
LWCFA
307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$199K -$50.2K -575 -17%
BWM
308
BerganKDV Wealth Management
Minnesota
$191K -$32.7K -375 -12%
EWM
309
Executive Wealth Management
Michigan
$188K +$234K +2,681 New
APA
310
American Portfolios Advisors
New York
$166K +$2.62K +30 +1%
AAM
311
Advisors Asset Management
Colorado
$155K -$104K -1,187 -35%
SP
312
Symmetry Partners
Connecticut
$154K +$192K +2,197 New
LJHT
313
Laurie J. Hall Trustee
$153K
WAM
314
Wealthspire Advisors (Maryland)
Maryland
$133K +$60.4K +692 +58%
BCA
315
Berman Capital Advisors
Georgia
$127K +$159K +1,818 New
JIM
316
Jupiter Investment Management
United Kingdom
$126K +$157K +1,800 New
FPS
317
Fieldpoint Private Securities
Connecticut
$112K
EMG
318
ETF Managers Group
New Jersey
$112K +$18.8K +216 +16%
RMC
319
Resources Management Corp
Connecticut
$98K -$122K -1,400 -50%
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$98K +$79K +906 +185%
ER
321
Enlightenment Research
Florida
$84K +$104K +1,194 New
PCG
322
Private Capital Group
Connecticut
$79K -$4.1K -47 -4%
SQA
323
Simon Quick Advisors
New Jersey
$78K
SWM
324
SeaCrest Wealth Management
New York
$77K -$19.6K -225 -17%
SF
325
Synovus Financial
Georgia
$73K -$18.1K -208 -17%