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Name Holding Trade Value Shares
Change
Change in
Stake
APG
601
Abacus Planning Group
South Carolina
$435K +$496K +21,249 New
AMIM
602
Aull & Monroe Investment Management
Alabama
$430K -$30.3K -1,300 -6%
DSA
603
Davis Selected Advisers
Arizona
$426K
HIM
604
Hillsdale Investment Management
Ontario, Canada
$425K +$11.7K +500 +2%
GT
605
Greenleaf Trust
Michigan
$420K -$32.1K -1,377 -6%
PT
606
Plimoth Trust
Massachusetts
$417K -$32K -1,370 -6%
SBL
607
Sargent Bickham Lagudis
Colorado
$417K +$149K +6,401 +46%
BO
608
BRR OpCo
Ohio
$408K -$7.14K -306 -2%
HPCM
609
High Pointe Capital Management
Illinois
$402K -$13.5K -580 -3%
BAC
610
Boys Arnold & Co
North Carolina
$401K +$76.3K +3,271 +20%
Walleye Trading
611
Walleye Trading
New York
$400K -$241K -10,334 -35%
BA
612
Boston Advisors
Massachusetts
$400K
EWM
613
Empirical Wealth Management
Washington
$395K -$89.2K -3,822 -17%
ANRIA
614
American National Registered Investment Advisor
Texas
$395K
Kovitz Investment Group Partners
615
Kovitz Investment Group Partners
Illinois
$392K -$46.8K -2,006 -9%
IFWM
616
Institute for Wealth Management
Colorado
$391K +$209K +8,950 +88%
PVH
617
Psagot Value Holdings
Israel
$389K -$83.9K -3,595 -16%
TU
618
TDAM USA
Ontario, Canada
$387K -$5.67K -243 -1%
QT
619
Quantamental Technologies
New York
$385K +$439K +18,828 New
MIC
620
Meridian Investment Counsel
California
$384K
PCM
621
Prelude Capital Management
New York
$381K +$61.2K +2,625 +16%
DCM
622
Dupont Capital Management
Delaware
$380K +$15.4K +661 +4%
BFS
623
Bradley Foster & Sargent
Connecticut
$374K -$19K -815 -4%
Brown Advisory
624
Brown Advisory
Maryland
$366K -$5.88K -252 -1%
SM
625
Sciencast Management
New Jersey
$366K +$392K +16,800 New