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Name Holding Trade Value Shares
Change
Change in
Stake
LH
651
Lebenthal Holdings
New York
$522K +$498K +1,539 New
HSA
652
HBK Sorce Advisory
Pennsylvania
$520K +$111K +342 +29%
SWM
653
SVA Wealth Management
Wisconsin
$516K – – –
BC
654
Burney Company
Virginia
$512K +$16.2K +50 +3%
CANC
655
Culbertson A N & Co
Virginia
$509K – – –
OMCS
656
Old Mutual Customised Solutions
South Africa
$509K +$129K +400 +36%
AH
657
Achievement Holdings
Illinois
$509K +$485K +1,500 New
ARMT
658
Amica Retiree Medical Trust
Rhode Island
$506K – – –
PP
659
Prudential plc
United Kingdom
$505K – – –
PWAG
660
Polaris Wealth Advisory Group
California
$504K +$480K +1,485 New
ZIM
661
Zacks Investment Management
Illinois
$502K +$478K +1,479 New
CTI
662
Community Trust & Investment
Kentucky
$484K – – –
RCAG
663
Rehmann Capital Advisory Group
Michigan
$478K -$324 -1 -0.1%
BC
664
Birchview Capital
Vermont
$475K +$453K +1,400 New
MMPW
665
Mitchell McLeod Pugh & Williams
Alabama
$474K +$451K +1,395 New
SF
666
Synovus Financial
Georgia
$471K +$3.56K +11 +0.8%
WPC
667
Waters Parkerson & Co
Louisiana
$469K +$16.2K +50 +4%
WOC
668
West Oak Capital
California
$468K -$6.47K -20 -1%
PFS
669
Prospera Financial Services
Texas
$459K +$437K +1,352 New
GLI
670
Guardian Life Insurance
New York
$458K – – –
IH
671
IFC Holdings
Florida
$458K +$86.1K +266 +25%
PWLP
672
Prio Wealth Limited Partnership
Massachusetts
$453K +$6.47K +20 +2%
JIP
673
Jaffetilchin Investment Partners
Florida
$447K +$23.3K +72 +6%
NAMA
674
Nikko Asset Management Americas
New York
$445K – – –
FMT
675
First Mercantile Trust
Tennessee
$445K +$353K +1,091 +496%