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Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
526
Financial Advocates Investment Management
Washington
$594K +$589K +3,290 New
ISL
527
Ingalls & Snyder LLC
New York
$590K – – –
JWM
528
Jeppson Wealth Management
California
$584K -$895 -5 -0.2%
VA
529
Vident Advisory
Georgia
$580K +$143K +801 +33%
EFS
530
Essex Financial Services
Connecticut
$571K +$77.9K +435 +16%
BFO
531
Boston Family Office
Massachusetts
$567K – – –
WIA
532
World Investment Advisors
California
$566K +$309K +1,726 +122%
SA
533
SpiderRock Advisors
Delaware
$565K -$35.5K -198 -6%
MLL
534
Moody Lynn & Lieberson
Massachusetts
$564K – – –
AIM
535
Anchor Investment Management
South Carolina
$562K -$28.5K -159 -5%
MG
536
Mather Group
Illinois
$557K +$12.7K +71 +2%
CPA
537
Cardiff Park Advisors
California
$557K +$1.43K +8 +0.3%
CFFP
538
Center for Financial Planning
Michigan
$555K – – –
VSQM
539
V-Square Quantitative Management
Illinois
$552K +$21.3K +119 +4%
IMCOOI
540
Investment Management Corp of Ontario (IMCO)
Canada
$551K +$143K +800 +36%
WI
541
Wahed Invest
New York
$549K +$58K +324 +12%
GWP
542
Gen-Wealth Partners
Michigan
$548K +$34.2K +191 +7%
AB
543
Atlas Brown
Kentucky
$546K +$895 +5 +0.2%
HCMT
544
Highland Capital Management (Tennessee)
Tennessee
$543K +$539K +3,008 New
MFG
545
Merit Financial Group
Georgia
$541K +$895 +5 +0.2%
SSW
546
Smith Shellnut Wilson
Mississippi
$517K – – –
FTDI
547
First Trust Direct Indexing
Massachusetts
$511K +$121K +674 +31%
VIM
548
Vinva Investment Management
Australia
$510K +$512K +2,858 New
FCI
549
Financial Counselors Inc
Kansas
$509K -$15.2K -85 -3%
IAS
550
Insigneo Advisory Services
Florida
$509K +$28.3K +158 +6%
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