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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
201
Vanguard Personalized Indexing Management
California
$424K -$216K -2,416 -33%
KB
202
Kimelman & Baird
New York
$411K
MML Investors Services
203
MML Investors Services
Massachusetts
$411K +$86.5K +966 +26%
CB
204
Commerce Bank
Missouri
$408K
IFU
205
iSAM Funds (UK)
United Kingdom
$389K +$401K +4,477 New
SC
206
Steph & Co
Wisconsin
$388K -$14K -156 -3%
Creative Planning
207
Creative Planning
Kansas
$384K -$40K -447 -9%
Prudential Financial
208
Prudential Financial
New Jersey
$381K +$7.97K +89 +2%
PTC
209
Petrus Trust Company
Texas
$372K +$383K +4,280 New
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$352K
AC
211
Aristeia Capital
Connecticut
$351K +$361K +4,033 New
SF
212
Synovus Financial
Georgia
$345K +$35.8K +400 +11%
EGM
213
Engineers Gate Manager
New York
$337K +$347K +3,870 New
SAM
214
Securian Asset Management
Minnesota
$330K -$18K -201 -5%
WorldQuant Millennium Advisors
215
WorldQuant Millennium Advisors
New York
$328K
BEI
216
Benjamin Edwards Inc
Missouri
$328K +$337K +3,760 +62,667%
CGH
217
Crossmark Global Holdings
Texas
$307K +$16.3K +182 +5%
VAS
218
Vestmark Advisory Solutions
Massachusetts
$305K -$105K -1,169 -25%
TF
219
Tompkins Financial
New York
$299K
MCM
220
MAI Capital Management
Ohio
$299K -$2.87K -32 -0.9%
AI
221
Atria Investments
North Carolina
$295K +$8.51K +95 +3%
IWC
222
Integrated Wealth Concepts
Massachusetts
$294K -$42.6K -476 -12%
MM
223
MQS Management
New York
$293K +$302K +3,368 New
DFG
224
Dupree Financial Group
Kentucky
$285K
FIM
225
Fruth Investment Management
Texas
$278K