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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
501
First Command Bank
Texas
$700K – – –
FCFS
502
First Command Financial Services
Texas
$700K – – –
BS
503
Boenning & Scattergood
Pennsylvania
$699K -$7.55K -50 -1%
BSW
504
Buckingham Strategic Wealth
Missouri
$681K -$153K -1,013 -19%
LFAS
505
Level Four Advisory Services
Texas
$673K – – –
FIM
506
Fernwood Investment Management
Massachusetts
$670K +$60.4K +400 +10%
HIC
507
Harvey Investment Company
Kentucky
$668K – – –
SWP
508
Stratos Wealth Partners
Ohio
$656K -$22.2K -147 -3%
NAMP
509
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$651K -$227K -1,500 -26%
MYLI
510
Meiji Yasuda Life Insurance
Japan
$643K +$626K +4,148 New
CI
511
Cigna Investments
Connecticut
$642K +$66.9K +443 +11%
AP
512
Advisor Partners
California
$639K +$125K +827 +25%
WAM
513
Weatherly Asset Management
California
$638K -$58.9K -390 -9%
SS
514
Sunbelt Securities
Texas
$637K +$620K +4,107 New
WF
515
Welch & Forbes
Massachusetts
$635K – – –
MUS
516
Mitsubishi UFJ Securities
Japan
$635K +$217K +1,440 +54%
DP
517
Dearborn Partners
Illinois
$631K -$26.9K -178 -4%
AI
518
Atria Investments
North Carolina
$631K -$22.2K -147 -3%
SP
519
Symmetry Partners
Connecticut
$623K – – –
GFA
520
Gifford Fong Associates
California
$620K – – –
OSAM
521
O'Shaughnessy Asset Management
Connecticut
$619K +$603K +3,993 New
PP
522
Prudential plc
United Kingdom
$614K -$35.6K -236 -6%
LWAC
523
Laurel Wealth Advisors (California)
California
$614K +$598K +3,958 New
AWM
524
AE Wealth Management
Kansas
$613K +$68.6K +454 +13%
AMI
525
Amica Mutual Insurance
Rhode Island
$611K -$319K -2,114 -35%