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Name Holding Trade Value Shares
Change
Change in
Stake
AAIS
526
ABN AMRO Investment Solutions
$770K
S
527
SignatureFD
Georgia
$769K +$65.8K +378 +10%
CF
528
Convergence Financial
Missouri
$762K
VA
529
Valmark Advisers
Ohio
$758K -$522 -3 -0.1%
HBT
530
Heartland Bank & Trust
Illinois
$756K -$13.6K -78 -2%
CIC
531
Cornercap Investment Counsel
Georgia
$752K -$835K -4,800 -54%
LFA
532
Legacy Financial Advisors
Kentucky
$749K -$8.35K -48 -1%
Lazard Asset Management
533
Lazard Asset Management
New York
$734K
IWC
534
Integrated Wealth Concepts
Massachusetts
$732K +$695K +3,995 New
CPC
535
Congress Park Capital
New York
$728K
HAG
536
HighPoint Advisor Group
Illinois
$727K -$24.4K -140 -3%
PP
537
Patten & Patten
Tennessee
$724K
AOI
538
Auto-Owners Insurance
Michigan
$715K -$32.4M -185,977 -98%
FCFC
539
First Commonwealth Financial Corp
Pennsylvania
$713K +$8K +46 +1%
WIC
540
Wilkins Investment Counsel
Massachusetts
$705K
VSQM
541
V-Square Quantitative Management
Illinois
$692K -$27.5K -158 -4%
KRSITF
542
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$683K -$44.9K -258 -6%
LWCFA
543
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$683K
ESB
544
Essex Savings Bank
Connecticut
$682K -$6.44K -37 -1%
WA
545
Wealth Alliance
New York
$679K +$23.1K +133 +4%
SB
546
Strategic Blueprint
Georgia
$678K +$305K +1,753 +90%
WI
547
Wahed Invest
New York
$676K +$16.7K +96 +3%
PGFC
548
Peapack-Gladstone Financial Corp
New Jersey
$675K -$3.83K -22 -0.6%
PFC
549
Phocas Financial Corp
California
$662K
NRD
550
Nebula Research & Development
New York
$662K -$302K -1,738 -32%