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Name Holding Trade Value Shares
Change
Change in
Stake
RIM
526
Redpoint Investment Management
Australia
$490K – – –
SSW
527
Smith Shellnut Wilson
Mississippi
$489K -$656 -4 -0.1%
CCFCSB
528
Cape Cod Five Cents Savings Bank
Massachusetts
$486K -$6.73K -41 -1%
LFA
529
Legacy Financial Advisors
Kentucky
$484K -$9.52K -58 -2%
AA
530
Ancora Advisors
Ohio
$484K – – –
DTL
531
Dynamic Technology Lab
Singapore
$484K +$506K +3,082 New
CFFP
532
Center for Financial Planning
Michigan
$483K – – –
QCM
533
Quantinno Capital Management
New York
$482K -$554K -3,379 -52%
SCM
534
Stevens Capital Management
Pennsylvania
$479K -$54K -329 -10%
IA
535
IndexIQ Advisors
New York
$476K -$5.74K -35 -1%
Aristotle Capital Management
536
Aristotle Capital Management
California
$474K – – –
OF
537
Outfitter Financial
Maine
$471K – – –
HBT
538
Heartland Bank & Trust
Illinois
$471K +$99.4K +606 +25%
PP
539
Prudential plc
United Kingdom
$465K +$486K +2,962 New
AAM
540
Advisors Asset Management
Colorado
$465K +$185K +1,128 +62%
PP
541
Patten & Patten
Tennessee
$463K – – –
TI
542
Tidal Investments
Wisconsin
$460K -$234K -1,428 -33%
HTC
543
Haverford Trust Company
Pennsylvania
$456K -$15.6K -95 -3%
JSC
544
Jackson Square Capital
California
$456K – – –
IAN
545
Integrated Advisors Network
Texas
$450K +$31.8K +194 +7%
VAS
546
Vestmark Advisory Solutions
Massachusetts
$450K +$120K +734 +34%
SWM
547
Sendero Wealth Management
Texas
$438K +$66.8K +407 +17%
EFS
548
Essex Financial Services
Connecticut
$437K – – –
THWM
549
Taylor Hoffman Wealth Management
Virginia
$435K -$70.5K -430 -13%
EF
550
Empirical Finance
Pennsylvania
$435K +$48.4K +295 +12%