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Name Holding Trade Value Shares
Change
Change in
Stake
WS
501
Wedbush Securities
California
$462K +$197K +1,550 +85%
FHC
502
First Horizon Corporation
Tennessee
$457K -$3.82K -30 -0.9%
BFS
503
Bradley Foster & Sargent
Connecticut
$455K – – –
CFD
504
Creative Financial Designs
Indiana
$452K +$382 +3 +0.1%
DY
505
Dowling & Yahnke
California
$440K +$3.69K +29 +0.9%
APA
506
American Portfolios Advisors
New York
$439K +$31.4K +247 +8%
BBVA
507
Banco Bilbao Vizcaya Argentaria
Spain
$438K +$5.35K +42 +1%
CCFCSB
508
Cape Cod Five Cents Savings Bank
Massachusetts
$433K -$11.5K -90 -3%
BFO
509
Boston Family Office
Massachusetts
$430K – – –
RIM
510
Redpoint Investment Management
Australia
$429K – – –
AA
511
Ancora Advisors
Ohio
$428K – – –
MF
512
Magnetar Financial
Illinois
$428K +$397K +3,118 New
T
513
TRUADVICE
Florida
$427K +$37.8K +297 +12%
PAS
514
Park Avenue Securities
New York
$427K +$43.5K +342 +12%
LNWWM
515
Laird Norton Wetherby Wealth Management
California
$426K -$36.7K -288 -8%
CFFP
516
Center for Financial Planning
Michigan
$422K – – –
CHP
517
Cable Hill Partners
Oregon
$421K – – –
FC
518
FORA Capital
Florida
$420K -$615K -4,832 -61%
LFA
519
Legacy Financial Advisors
Kentucky
$420K +$2.55K +20 +0.7%
SSW
520
Smith Shellnut Wilson
Mississippi
$417K +$8.28K +65 +2%
Aristotle Capital Management
521
Aristotle Capital Management
California
$414K – – –
OF
522
Outfitter Financial
Maine
$411K -$44.6K -350 -10%
HTC
523
Haverford Trust Company
Pennsylvania
$411K -$12.7K -100 -3%
TTWM
524
TCV Trust & Wealth Management
Virginia
$407K – – –
MLL
525
Moody Lynn & Lieberson
Massachusetts
$392K +$1.91K +15 +0.5%