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Name Holding Trade Value Shares
Change
Change in
Stake
DY
526
Dowling & Yahnke
California
$578K
QIM
527
Quantitative Investment Management
Virginia
$577K +$540K +3,180 New
JF
528
Jump Financial
Illinois
$575K +$537K +3,163 New
TPCW
529
TD Private Client Wealth
New York
$574K -$41.6K -245 -7%
LFA
530
Legacy Financial Advisors
Kentucky
$571K +$19K +112 +4%
BFO
531
Boston Family Office
Massachusetts
$570K
CCFCSB
532
Cape Cod Five Cents Savings Bank
Massachusetts
$570K
RIM
533
Redpoint Investment Management
Australia
$568K
SSW
534
Smith Shellnut Wilson
Mississippi
$567K +$9.16K +54 +2%
GIA
535
Gateway Investment Advisers
Ohio
$565K +$89.3K +526 +20%
MLL
536
Moody Lynn & Lieberson
Massachusetts
$563K +$1.7K +10 +0.3%
AA
537
Ancora Advisors
Ohio
$561K +$61.8K +364 +13%
IA
538
IndexIQ Advisors
New York
$559K +$13.9K +82 +3%
CFFP
539
Center for Financial Planning
Michigan
$559K +$274K +1,613 +110%
Aristotle Capital Management
540
Aristotle Capital Management
California
$548K
WA
541
Wealth Alliance
New York
$545K -$28.5K -168 -5%
OF
542
Outfitter Financial
Maine
$545K
HTC
543
Haverford Trust Company
Pennsylvania
$545K +$170 +1 +0%
LWAC
544
Laurel Wealth Advisors (California)
California
$544K +$508K +2,993 New
PGA
545
Portland Global Advisors
Maine
$539K -$285K -1,680 -36%
SCM
546
Southport Capital Management
Tennessee
$537K -$271K -1,600 -35%
PP
547
Patten & Patten
Tennessee
$536K
ACM
548
Allred Capital Management
Texas
$533K -$68.9K -406 -12%
JSC
549
Jackson Square Capital
California
$528K
PWS
550
Precision Wealth Strategies
Missouri
$528K +$76.7K +452 +18%