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Name Holding Trade Value Shares
Change
Change in
Stake
FCB
501
First Command Bank
Texas
$778K – – –
FCFS
502
First Command Financial Services
Texas
$778K – – –
LAM
503
L2 Asset Management
Massachusetts
$772K +$747K +4,435 New
IIM
504
Ipswich Investment Management
Massachusetts
$771K – – –
SYBT
505
Stock Yards Bank & Trust
Kentucky
$770K +$362K +2,150 +95%
IP
506
Intellectus Partners
California
$768K +$18.5K +110 +3%
MFGM
507
Marshall Financial Group (Maryland)
Maryland
$765K +$740K +4,393 New
AFG
508
Allegheny Financial Group
Pennsylvania
$762K -$84.5K -502 -10%
BBA
509
BLB&B Advisors
Pennsylvania
$755K – – –
SEM
510
Suncoast Equity Management
Florida
$752K +$34.5K +205 +5%
HIC
511
Harvey Investment Company
Kentucky
$750K – – –
PFO
512
Pathstone Family Office
New Jersey
$750K +$86.7K +515 +14%
SPC
513
Sigma Planning Corp
Michigan
$748K +$9.6K +57 +1%
FMBTD
514
First Midwest Bank Trust Division
Illinois
$746K +$3.03K +18 +0.4%
SG
515
Swarthmore Group
Pennsylvania
$745K – – –
RIM
516
Redpoint Investment Management
Australia
$742K – – –
ISL
517
Ingalls & Snyder LLC
New York
$733K -$25.3K -150 -3%
DW
518
Domani Wealth
Pennsylvania
$732K -$135K -800 -16%
DI
519
Diligent Investors
California
$728K – – –
FAM
520
Formidable Asset Management
Ohio
$721K – – –
FTDI
521
First Trust Direct Indexing
Massachusetts
$721K +$225K +1,336 +48%
IRF
522
IBM Retirement Fund
New York
$718K -$143K -850 -17%
FIM
523
Fernwood Investment Management
Massachusetts
$718K – – –
WF
524
Welch & Forbes
Massachusetts
$716K – – –
HI
525
Horizon Investments
North Carolina
$713K +$689K +4,094 New