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Name Holding Trade Value Shares
Change
Change in
Stake
WC
526
Woodstock Corp
Massachusetts
$614K – – –
CI
527
Cigna Investments
Connecticut
$591K -$197K -1,160 -26%
THWM
528
Taylor Hoffman Wealth Management
Virginia
$582K -$17K -100 -3%
DY
529
Dowling & Yahnke
California
$578K – – –
QIM
530
Quantitative Investment Management
Virginia
$577K +$540K +3,180 New
JF
531
Jump Financial
Illinois
$575K +$537K +3,163 New
TPCW
532
TD Private Client Wealth
New York
$574K -$41.6K -245 -7%
LFA
533
Legacy Financial Advisors
Kentucky
$571K +$19K +112 +4%
BFO
534
Boston Family Office
Massachusetts
$570K – – –
CCFCSB
535
Cape Cod Five Cents Savings Bank
Massachusetts
$570K – – –
RIM
536
Redpoint Investment Management
Australia
$568K – – –
SSW
537
Smith Shellnut Wilson
Mississippi
$567K +$9.16K +54 +2%
GIA
538
Gateway Investment Advisers
Ohio
$565K +$89.3K +526 +20%
MLL
539
Moody Lynn & Lieberson
Massachusetts
$563K +$1.7K +10 +0.3%
AA
540
Ancora Advisors
Ohio
$561K +$61.8K +364 +13%
IA
541
IndexIQ Advisors
New York
$559K +$13.9K +82 +3%
CFFP
542
Center for Financial Planning
Michigan
$559K +$274K +1,613 +110%
Aristotle Capital Management
543
Aristotle Capital Management
California
$548K – – –
WA
544
Wealth Alliance
New York
$545K -$28.5K -168 -5%
OF
545
Outfitter Financial
Maine
$545K – – –
HTC
546
Haverford Trust Company
Pennsylvania
$545K +$170 +1 +0%
LWAC
547
Laurel Wealth Advisors (California)
California
$544K +$508K +2,993 New
PGA
548
Portland Global Advisors
Maine
$539K -$285K -1,680 -36%
SCM
549
Southport Capital Management
Tennessee
$537K -$271K -1,600 -35%
PP
550
Patten & Patten
Tennessee
$536K – – –