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Name Holding Trade Value Shares
Change
Change in
Stake
DADC
476
D.A. Davidson & Co
Montana
$125K – – –
KLI
477
Kelman-Lazarov Inc
Tennessee
$117K +$105K +1,000 New
IPC
478
Independent Portfolio Consultants
Florida
$116K +$6.84K +65 +7%
ARMT
479
Amica Retiree Medical Trust
Rhode Island
$114K – – –
WT
480
Whittier Trust
California
$114K – – –
BWP
481
Baldwin Wealth Partners
Massachusetts
$114K +$105K +1,000 New
Toronto Dominion Bank
482
Toronto Dominion Bank
Ontario, Canada
$104K -$287K -2,724 -75%
CCA
483
Checchi Capital Advisers
California
$96K +$88.2K +838 New
MFS
484
MSI Financial Services
Massachusetts
$93K +$40K +380 +87%
MCM
485
MV Capital Management
Maryland
$91K -$84.2K -800 -50%
PAM
486
PartnerRe Asset Management
Connecticut
$91K – – –
Acadian Asset Management
487
Acadian Asset Management
Massachusetts
$90K +$83.2K +791 New
BCI
488
Brinker Capital Investments
Pennsylvania
$86K -$526 -5 -0.7%
PAIA
489
Park Avenue Institutional Advisers
New York
$85K -$2.63K -25 -3%
MAM
490
Mizuho Asset Management
Japan
$84K -$49.6K -471 -34%
ARMC
491
American Research & Management Company
Massachusetts
$80K – – –
CG
492
Cutler Group
California
$80K – – –
First Manhattan
493
First Manhattan
New York
$79K – – –
EMG
494
ETF Managers Group
New Jersey
$75K +$57.9K +550 New
GXMC
495
Global X Management Company
New York
$72K +$59.1K +562 +852%
RI
496
Redwood Investments
Massachusetts
$71K – – –
CBOA
497
Commonwealth Bank of Australia
Australia
$70K +$4.52K +43 +8%
AAM
498
Advisors Asset Management
Colorado
$69K – – –
SNT
499
Security National Trust
West Virginia
$61K +$56.8K +540 New
PCM
500
Penserra Capital Management
California
$58K -$565K -5,372 -91%