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Name Holding Trade Value Shares
Change
Change in
Stake
AA
526
Ancora Advisors
Ohio
$470K – – –
MLL
527
Moody Lynn & Lieberson
Massachusetts
$466K +$34.8K +236 +8%
CFFP
528
Center for Financial Planning
Michigan
$463K – – –
LFA
529
Legacy Financial Advisors
Kentucky
$460K -$1.33K -9 -0.3%
SSW
530
Smith Shellnut Wilson
Mississippi
$458K – – –
T
531
TRUADVICE
Florida
$455K -$6.64K -45 -2%
Aristotle Capital Management
532
Aristotle Capital Management
California
$455K – – –
WI
533
WBI Investments
New Jersey
$455K +$446K +3,023 New
Rafferty Asset Management
534
Rafferty Asset Management
New York
$453K +$77.6K +526 +21%
HTC
535
Haverford Trust Company
Pennsylvania
$452K – – –
OF
536
Outfitter Financial
Maine
$452K – – –
CF
537
Centaurus Financial
California
$439K +$20.8K +141 +5%
Group One Trading
538
Group One Trading
Illinois
$433K +$365K +2,472 +618%
MWPCG
539
Measured Wealth Private Client Group
New Hampshire
$430K – – –
CGL
540
Clarius Group LLC
Washington
$428K -$144K -978 -26%
BCV
541
Banque Cantonale Vaudoise
Switzerland
$424K +$66.7K +452 +19%
PCM
542
Prelude Capital Management
New York
$422K +$413K +2,800 New
SIM
543
Sonora Investment Management
Arizona
$421K -$1.92K -13 -0.5%
FCFC
544
First Commonwealth Financial Corp
Pennsylvania
$414K -$4.43K -30 -1%
CSPIA
545
Cary Street Partners Investment Advisory
Virginia
$414K +$406K +2,750 New
American Century Companies
546
American Century Companies
Missouri
$409K +$77K +522 +24%
FNBT
547
FineMark National Bank & Trust
Florida
$407K +$51.6K +350 +15%
TTWM
548
TCV Trust & Wealth Management
Virginia
$406K -$36.7K -249 -8%
Vontobel Holding
549
Vontobel Holding
Switzerland
$399K +$82.6K +560 +27%
IAN
550
Integrated Advisors Network
Texas
$396K +$388K +2,627 New