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Name Holding Trade Value Shares
Change
Change in
Stake
BFS
501
Bradley Foster & Sargent
Connecticut
$455K
CFD
502
Creative Financial Designs
Indiana
$452K +$382 +3 +0.1%
DY
503
Dowling & Yahnke
California
$440K +$3.69K +29 +0.9%
APA
504
American Portfolios Advisors
New York
$439K +$31.4K +247 +8%
BBVA
505
Banco Bilbao Vizcaya Argentaria
Spain
$438K +$5.35K +42 +1%
CCFCSB
506
Cape Cod Five Cents Savings Bank
Massachusetts
$433K -$11.5K -90 -3%
BFO
507
Boston Family Office
Massachusetts
$430K
RIM
508
Redpoint Investment Management
Australia
$429K
AA
509
Ancora Advisors
Ohio
$428K
MF
510
Magnetar Financial
Illinois
$428K +$397K +3,118 New
T
511
TRUADVICE
Florida
$427K +$37.8K +297 +12%
PAS
512
Park Avenue Securities
New York
$427K +$43.5K +342 +12%
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$426K -$36.7K -288 -8%
CFFP
514
Center for Financial Planning
Michigan
$422K
CHP
515
Cable Hill Partners
Oregon
$421K
FC
516
FORA Capital
Florida
$420K -$615K -4,832 -61%
LFA
517
Legacy Financial Advisors
Kentucky
$420K +$2.55K +20 +0.7%
SSW
518
Smith Shellnut Wilson
Mississippi
$417K +$8.28K +65 +2%
Aristotle Capital Management
519
Aristotle Capital Management
California
$414K
OF
520
Outfitter Financial
Maine
$411K -$44.6K -350 -10%
HTC
521
Haverford Trust Company
Pennsylvania
$411K -$12.7K -100 -3%
TTWM
522
TCV Trust & Wealth Management
Virginia
$407K
MLL
523
Moody Lynn & Lieberson
Massachusetts
$392K +$1.91K +15 +0.5%
SFS
524
Sowell Financial Services
Arkansas
$392K +$277K +2,178 +561%
MWPCG
525
Measured Wealth Private Client Group
New Hampshire
$391K