Name Holding Trade Value Shares
Change
Change in
Stake
CFB
501
Cullen/Frost Bankers
Texas
$638K -$174K -1,174 -21%
FIM
502
Fernwood Investment Management
Massachusetts
$636K – – –
HIC
503
Harvey Investment Company
Kentucky
$633K – – –
BS
504
Boenning & Scattergood
Pennsylvania
$626K -$36.9K -249 -6%
SP
505
Symmetry Partners
Connecticut
$626K +$35.4K +239 +6%
AWM
506
AE Wealth Management
Kansas
$624K +$43K +290 +7%
DTL
507
Dynamic Technology Lab
Singapore
$623K +$629K +4,241 New
DIM
508
DC Investments Management
Virginia
$622K +$126K +852 +25%
SEC
509
Seven Eight Capital
New York
$620K -$1.32M -8,871 -68%
CI
510
Cigna Investments
Connecticut
$607K -$67.9K -458 -10%
WAM
511
Weatherly Asset Management
California
$605K – – –
WF
512
Welch & Forbes
Massachusetts
$603K – – –
DP
513
Dearborn Partners
Illinois
$599K +$445 +3 +0.1%
AP
514
Advisor Partners
California
$591K -$21.6K -146 -4%
PP
515
Prudential plc
United Kingdom
$590K +$7.12K +48 +1%
GFA
516
Gifford Fong Associates
California
$588K – – –
PWS
517
Private Wealth Strategies
Ohio
$588K +$593K +4,000 New
SM
518
Sciencast Management
New Jersey
$586K +$593K +4,002 New
WA
519
WBH Advisory
Maryland
$584K +$18.7K +126 +3%
FBB
520
Fulton Breakefield Broenniman
Maryland
$583K +$56.9K +384 +11%
SPC
521
Sigma Planning Corp
Michigan
$582K -$570K -3,844 -49%
LWAC
522
Laurel Wealth Advisors (California)
California
$582K – – –
FAM
523
Formidable Asset Management
Ohio
$580K +$566K +3,817 New
OWP
524
Obermeyer Wealth Partners
Colorado
$575K -$445 -3 -0.1%
BIM
525
Bridges Investment Management
Nebraska
$575K +$44.5K +300 +8%