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Name Holding Trade Value Shares
Change
Change in
Stake
IAA
651
Independent Advisor Alliance
North Carolina
$798K +$207K +2,187 +35%
WA
652
WFG Advisors
Texas
$789K -$43.5K -460 -5%
KTC
653
Kistler-Tiffany Companies
Pennsylvania
$785K -$1.8K -19 -0.2%
BG
654
Bahl & Gaynor
Ohio
$782K +$6.91K +73 +0.9%
TSS
655
Thomas Story & Son
Indiana
$779K
BAAM
656
Baker Avenue Asset Management
California
$779K +$795K +8,399 New
FPCG
657
Fort Pitt Capital Group
Pennsylvania
$774K -$99.4K -1,050 -11%
SAM
658
Sawgrass Asset Management
Florida
$771K
IRF
659
IBM Retirement Fund
New York
$770K -$4.39M -46,411 -88%
FIM
660
Fernwood Investment Management
Massachusetts
$770K -$75.7K -800 -9%
MCIM
661
Meadow Creek Investment Management
Georgia
$765K +$158K +1,672 +25%
WG
662
Welch Group
Alabama
$764K -$7.57K -80 -1%
CCT
663
Country Club Trust
Missouri
$761K +$777K +8,203 New
PVWM
664
Point View Wealth Management
New Jersey
$753K +$78.2K +826 +11%
CTI
665
Community Trust & Investment
Kentucky
$751K
SM
666
Sciencast Management
New Jersey
$747K +$762K +8,048 New
DSN
667
D. Scott Neal
Kentucky
$746K
Mariner
668
Mariner
Kansas
$745K -$599K -6,329 -44%
FIG
669
FundX Investment Group
California
$742K
TA
670
Tiedemann Advisors
New York
$741K +$548K +5,794 +264%
WC
671
Woodstock Corp
Massachusetts
$740K -$61.5K -650 -8%
NSIM
672
North Star Investment Management
Illinois
$740K +$22.7K +240 +3%
CB
673
Community Bank
New York
$729K -$569K -6,010 -43%
CG
674
Caprock Group
Idaho
$729K -$176K -1,860 -19%
SCA
675
Salient Capital Advisors
Texas
$724K -$786K -8,300 -52%