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Name Holding Trade Value Shares
Change
Change in
Stake
MFS
526
MSI Financial Services
Massachusetts
$829K +$3.8K +108 +0.5%
PNC
527
Park National Corp
Ohio
$827K -$22.3K -634 -3%
KIA
528
KCM Investment Advisors
California
$827K +$44.2K +1,256 +6%
GT
529
Glenview Trust
Kentucky
$818K +$828K +23,526 New
Teacher Retirement System of Texas
530
Teacher Retirement System of Texas
Texas
$807K -$7.79M -221,200 -91%
FCB
531
First Command Bank
Texas
$807K +$817K +23,204 New
FCFS
532
First Command Financial Services
Texas
$807K +$817K +23,204 New
GA
533
Geneva Advisors
Illinois
$780K +$33.3K +946 +4%
DC
534
Davenport & Co
Virginia
$777K -$567K -16,100 -42%
CA
535
Cornerstone Advisors
North Carolina
$766K +$141K +4,000 +22%
PFO
536
Pathstone Family Office
New Jersey
$764K +$773K +21,950 New
LCM
537
Landscape Capital Management
New Jersey
$763K +$772K +21,936 New
HSA
538
HBK Sorce Advisory
Pennsylvania
$755K
RT
539
Rockland Trust
Massachusetts
$749K -$10.4K -296 -1%
FAN
540
Financial Advisors Network
California
$749K +$750K +21,302 New
SHWM
541
Smith & Howard Wealth Management
Georgia
$746K -$24.2K -686 -3%
HI
542
Horizon Investments
North Carolina
$746K +$755K +21,432 New
BWM
543
BerganKDV Wealth Management
Minnesota
$744K -$41.7K -1,184 -5%
KIA
544
Kopp Investment Advisors
Minnesota
$741K -$51.9K -1,474 -6%
HTC
545
Haverford Trust Company
Pennsylvania
$740K
NI
546
Numeric Investors
Massachusetts
$731K -$1.78M -50,600 -71%
FMBTD
547
First Midwest Bank Trust Division
Illinois
$726K +$183K +5,188 +33%
RW
548
Rand Wealth
Maryland
$711K
SWP
549
Stratos Wealth Partners
Ohio
$708K +$8.52K +242 +1%
CIM
550
Cetera Investment Management
California
$704K -$136K -3,866 -16%