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Name Holding Trade Value Shares
Change
Change in
Stake
P
501
&Partners
Tennessee
$643K
LWCFA
502
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$636K +$91.8K +4,800 +19%
SCA
503
Snowden Capital Advisors
New York
$633K +$14.7K +768 +3%
CA
504
Cetera Advisors
Colorado
$632K -$104K -5,430 -16%
CB
505
Community Bank
New York
$632K -$1.91K -100 -0.3%
LTI
506
Laffer Tengler Investments
Tennessee
$628K +$561K +29,332 New
RBA
507
Richard Bernstein Advisors
New York
$622K +$556K +29,068 New
ABC
508
Associated Banc-Corp
Wisconsin
$617K
CAM
509
Cacti Asset Management
Georgia
$615K
RGC
510
Roberts, Glore & Co
Illinois
$614K -$11.7K -614 -2%
WP
511
WMS Partners
Maryland
$613K -$48.7K -2,548 -8%
CL
512
Choreo LLC
Illinois
$608K
APP
513
Avantax Planning Partners
Iowa
$606K
VIA
514
Vident Investment Advisory
Georgia
$605K +$541K +28,286 New
KRSITF
515
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$604K -$126K -6,594 -19%
IP
516
Isthmus Partners
Wisconsin
$602K
ACM
517
Alethea Capital Management
Washington
$602K +$537K +28,108 New
BMO
518
Beck Mack & Oliver
New York
$600K
II
519
Inspire Investing
Idaho
$597K -$21K -1,098 -4%
NFG
520
Next Financial Group
Texas
$597K +$303K +15,858 +132%
AAS
521
Avantax Advisory Services
Texas
$589K +$14.3K +748 +3%
AR
522
Advisory Research
Illinois
$589K +$525K +27,478 New
RIM
523
Redpoint Investment Management
Australia
$588K +$80.1K +4,192 +18%
QC
524
Quadrature Capital
United Kingdom
$588K +$525K +27,468 New
SBF
525
Sara-Bay Financial
Florida
$587K +$524K +27,394 New