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Name Holding Trade Value Shares
Change
Change in
Stake
CCFCSB
526
Cape Cod Five Cents Savings Bank
Massachusetts
$486K -$6.73K -41 -1%
LFA
527
Legacy Financial Advisors
Kentucky
$484K -$9.52K -58 -2%
AA
528
Ancora Advisors
Ohio
$484K
DTL
529
Dynamic Technology Lab
Singapore
$484K +$506K +3,082 New
CFFP
530
Center for Financial Planning
Michigan
$483K
QCM
531
Quantinno Capital Management
New York
$482K -$554K -3,379 -52%
SCM
532
Stevens Capital Management
Pennsylvania
$479K -$54K -329 -10%
IA
533
IndexIQ Advisors
New York
$476K -$5.74K -35 -1%
Aristotle Capital Management
534
Aristotle Capital Management
California
$474K
OF
535
Outfitter Financial
Maine
$471K
HBT
536
Heartland Bank & Trust
Illinois
$471K +$99.4K +606 +25%
AAM
537
Advisors Asset Management
Colorado
$465K +$185K +1,128 +62%
PP
538
Prudential plc
United Kingdom
$465K +$486K +2,962 New
PP
539
Patten & Patten
Tennessee
$463K
TI
540
Tidal Investments
Wisconsin
$460K -$234K -1,428 -33%
HTC
541
Haverford Trust Company
Pennsylvania
$456K -$15.6K -95 -3%
JSC
542
Jackson Square Capital
California
$456K
IAN
543
Integrated Advisors Network
Texas
$450K +$31.8K +194 +7%
VAS
544
Vestmark Advisory Solutions
Massachusetts
$450K +$120K +734 +34%
SWM
545
Sendero Wealth Management
Texas
$438K +$66.8K +407 +17%
EFS
546
Essex Financial Services
Connecticut
$437K
THWM
547
Taylor Hoffman Wealth Management
Virginia
$435K -$70.5K -430 -13%
EF
548
Empirical Finance
Pennsylvania
$435K +$48.4K +295 +12%
MWPCG
549
Measured Wealth Private Client Group
New Hampshire
$434K -$6.23K -38 -1%
SIMG
550
Sonora Investment Management Group
Arizona
$434K