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Name Holding Trade Value Shares
Change
Change in
Stake
PFS
301
Prospera Financial Services
Texas
$373K +$326K +1,459 New
HWMG
302
Hurlow Wealth Management Group
Indiana
$372K -$4.25K -19 -1%
ACA
303
Anchor Capital Advisors
Massachusetts
$372K – – –
FIB
304
First Interstate Bank
Montana
$370K – – –
AAM
305
Advisors Asset Management
Colorado
$370K +$6.71K +30 +2%
BFEC
306
Benjamin F. Edwards & Company
Missouri
$359K -$17.2K -77 -5%
SCA
307
Snowden Capital Advisors
New York
$359K -$2.01K -9 -0.6%
YMRC
308
Yorktown Management & Research Company
Virginia
$348K – – –
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$346K – – –
RMCM
310
Reynders McVeigh Capital Management
Massachusetts
$322K +$5.81K +26 +2%
TRCT
311
Tower Research Capital (TRC)
New York
$319K -$235K -1,052 -45%
HTHT
312
Hemenway Trust Hemenway Trust
New Hampshire
$317K -$33.5K -150 -11%
DWA
313
Douglass Winthrop Advisors
New York
$316K – – –
CG
314
Colony Group
Massachusetts
$313K -$1.36M -6,089 -83%
CI
315
Cigna Investments
Connecticut
$307K – – –
SSW
316
Smith Shellnut Wilson
Mississippi
$307K +$3.58K +16 +1%
IUHSA
317
Itau Unibanco Holding S.A.
Brazil
$303K – – –
V
318
Veritable
Delaware
$300K -$447 -2 -0.2%
CCM
319
Carderock Capital Management
Maryland
$300K +$30.2K +135 +13%
SCM
320
Sterling Capital Management
North Carolina
$299K -$67.5K -302 -20%
PAS
321
Park Avenue Securities
New York
$296K +$266K +1,188 New
RJT
322
Raymond James Trust
Florida
$286K -$13.2K -59 -5%
VAS
323
Vestmark Advisory Solutions
Massachusetts
$278K +$251K +1,121 New
RGC
324
Roberts, Glore & Co
Illinois
$276K – – –
CP
325
Covenant Partners
Tennessee
$276K +$248K +1,111 New