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Name Holding Trade Value Shares
Change
Change in
Stake
UCI
451
Uncommon Cents Investing
Wisconsin
$614K +$638K +24,065 New
WCA
452
Windsor Creek Advisors
Vermont
$608K
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$594K
Jacobs Levy Equity Management
454
Jacobs Levy Equity Management
New Jersey
$593K -$612K -23,095 -50%
MML Investors Services
455
MML Investors Services
Massachusetts
$591K +$80.5K +3,038 +15%
MFP
456
Meridian Financial Partners
Virginia
$584K +$89.9K +3,391 +21%
GVAG
457
Great Valley Advisor Group
Delaware
$582K +$4.16K +157 +0.7%
IAS
458
Investment Advisory Services
Texas
$581K +$4.91K +185 +0.8%
WIS
459
Wright Investors Service
Connecticut
$579K +$602K +22,696 New
CPO
460
Cerity Partners OCIO
New York
$577K +$8.3K +313 +1%
WCA
461
Westover Capital Advisors
Delaware
$564K -$54.4K -2,052 -8%
BOH
462
Bank of Hawaii
Hawaii
$564K +$22.3K +841 +4%
SNT
463
Security National Trust
West Virginia
$559K -$32.1K -1,209 -5%
FWCM
464
Ferguson Wellman Capital Management
Oregon
$556K -$43.6K -1,645 -7%
AF
465
Advisornet Financial
Minnesota
$549K +$37.7K +1,422 +7%
IC
466
Intersect Capital
California
$546K +$2.25K +85 +0.4%
RJT
467
Raymond James Trust
Florida
$538K -$91.6K -3,454 -14%
BOPW
468
Brandywine Oak Private Wealth
Pennsylvania
$535K -$181K -6,814 -25%
UCFA
469
United Capital Financial Advisors
Texas
$529K -$102K -3,833 -16%
AT
470
Arden Trust
Delaware
$525K +$26.4K +994 +5%
PCM
471
Peregrine Capital Management
Minnesota
$521K +$542K +20,441 New
CAM
472
CenterStar Asset Management
Illinois
$511K
WA
473
WBH Advisory
Maryland
$510K -$4.43K -167 -0.8%
IRC
474
Investors Research Corp
Georgia
$510K
LNWWM
475
Laird Norton Wetherby Wealth Management
California
$509K -$23.5K -888 -4%