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Name Holding Trade Value Shares
Change
Change in
Stake
WC
526
Woodstock Corp
Massachusetts
$526K – – –
American Century Companies
527
American Century Companies
Missouri
$525K +$109K +657 +24%
ACM
528
Allred Capital Management
Texas
$520K -$46K -278 -8%
THWM
529
Taylor Hoffman Wealth Management
Virginia
$518K -$35.1K -212 -6%
CHP
530
Cable Hill Partners
Oregon
$515K +$27.2K +164 +5%
RIG
531
Renaissance Investment Group
Massachusetts
$513K -$16.6K -100 -3%
PG
532
Pendal Group
Australia
$511K -$243K -1,469 -31%
APA
533
American Portfolios Advisors
New York
$508K +$8.94K +54 +2%
CI Investments Inc
534
CI Investments Inc
Ontario, Canada
$505K -$6.29K -38 -1%
NIM
535
NuWave Investment Management
New Jersey
$501K +$534K +3,225 New
BPA
536
Beacon Pointe Advisors
California
$498K +$530K +3,200 New
HAG
537
HighPoint Advisor Group
Illinois
$495K -$11.8K -71 -2%
DY
538
Dowling & Yahnke
California
$495K – – –
WA
539
Wealth Alliance
New York
$493K +$525K +3,171 New
CCFCSB
540
Cape Cod Five Cents Savings Bank
Massachusetts
$488K -$1.49K -9 -0.3%
BFO
541
Boston Family Office
Massachusetts
$488K – – –
RIM
542
Redpoint Investment Management
Australia
$486K – – –
MLL
543
Moody Lynn & Lieberson
Massachusetts
$481K – – –
SSW
544
Smith Shellnut Wilson
Mississippi
$477K +$4.31K +26 +0.9%
LFA
545
Legacy Financial Advisors
Kentucky
$471K -$3.98K -24 -0.8%
Aristotle Capital Management
546
Aristotle Capital Management
California
$470K – – –
HTC
547
Haverford Trust Company
Pennsylvania
$467K – – –
OF
548
Outfitter Financial
Maine
$467K – – –
IA
549
IndexIQ Advisors
New York
$466K -$119K -716 -19%
TRCT
550
Tower Research Capital (TRC)
New York
$464K +$154K +931 +45%