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Name Holding Trade Value Shares
Change
Change in
Stake
PT
426
Plimoth Trust
Massachusetts
$856K -$99.8K -3,321 -11%
MML Investors Services
427
MML Investors Services
Massachusetts
$854K +$19.9K +661 +2%
AG
428
AlphaSimPlex Group
Massachusetts
$850K
AAM
429
Advisors Asset Management
Colorado
$841K -$78.3K -2,607 -9%
MAM
430
Meeder Asset Management
Ohio
$837K +$538K +17,893 +200%
MWM
431
Maltin Wealth Management
New Jersey
$837K +$806K +26,823 New
SCI
432
Stableford Capital II
Arizona
$816K -$240 -8 -0%
NSIM
433
North Star Investment Management
Illinois
$803K -$37.4K -1,246 -5%
AssetMark Inc
434
AssetMark Inc
California
$784K -$170K -5,652 -18%
FMBTD
435
First Midwest Bank Trust Division
Illinois
$780K -$31.4K -1,045 -4%
Twin Tree Management
436
Twin Tree Management
Texas
$778K -$1.5M -49,792 -67%
IAA
437
Independent Advisor Alliance
North Carolina
$776K -$12.1K -402 -2%
CAM
438
Campion Asset Management
Virginia
$771K +$743K +24,728 New
LP
439
LMR Partners
United Kingdom
$767K +$738K +24,570 New
CPO
440
Cerity Partners OCIO
New York
$759K +$49.2K +1,636 +7%
AWA
441
AmeriServ Wealth Advisors
Pennsylvania
$758K +$122K +4,071 +20%
FTDI
442
First Trust Direct Indexing
Massachusetts
$757K +$54.9K +1,828 +8%
LDFR
443
Lehman & Derafelo Financial Resources
Pennsylvania
$756K
SFI
444
Siemens Fonds Invest
Germany
$742K +$165K +5,479 +30%
AT
445
Arden Trust
Delaware
$741K +$96.1K +3,199 +16%
LIM
446
Longfellow Investment Management
Massachusetts
$724K -$104K -3,449 -13%
SNT
447
Security National Trust
West Virginia
$719K +$4.42K +147 +0.6%
FMT
448
First Mercantile Trust
Tennessee
$711K -$275K -9,168 -29%
AG
449
AIA Group
Hong Kong
$703K +$233K +7,752 +52%
HI
450
Harbour Investments
Wisconsin
$689K +$663K +22,070 New