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Name Holding Trade Value Shares
Change
Change in
Stake
Forum Financial Management
626
Forum Financial Management
Illinois
$1.01M +$932K +3,968 New
FCB
627
First Command Bank
Texas
$1M – – –
FCFS
628
First Command Financial Services
Texas
$1M – – –
VFIC
629
Valley Forge Investment Consultants
Pennsylvania
$999K – – –
TRIA
630
Trail Ridge Investment Advisors
Colorado
$998K – – –
SF
631
Symphony Financial
Texas
$995K +$41.1K +175 +5%
Cullen/Frost Bankers
632
Cullen/Frost Bankers
Texas
$993K +$34.5K +147 +4%
FMB
633
Field & Main Bank
Kentucky
$992K +$23.5K +100 +3%
Meitav Investment House
634
Meitav Investment House
Israel
$978K – – –
MFGM
635
Marshall Financial Group (Maryland)
Maryland
$970K -$273K -1,163 -23%
QI
636
Qtron Investments
Massachusetts
$968K +$54.5K +232 +6%
NAMP
637
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$967K – – –
HBK Sorce Advisory
638
HBK Sorce Advisory
Pennsylvania
$966K -$901K -3,837 -50%
GIA
639
Gladstone Institutional Advisory
Florida
$966K -$135K -574 -13%
DI
640
Diligent Investors
California
$961K – – –
GPA
641
Garrison Point Advisors
California
$958K +$59.9K +255 +7%
Bartlett & Co Wealth Management
642
Bartlett & Co Wealth Management
Ohio
$957K -$11.7K -50 -1%
Bartlett & Co
643
Bartlett & Co
Ohio
$957K -$11.7K -50 -1%
WFAG
644
Wescott Financial Advisory Group
Pennsylvania
$952K -$2.11K -9 -0.2%
SP
645
Symmetry Partners
Connecticut
$943K -$84.8K -361 -9%
Busey Bank
646
Busey Bank
Illinois
$925K -$115K -488 -12%
FSA
647
Franklin Street Advisors
North Carolina
$924K -$94K -400 -10%
ZIMP
648
Zimmermann Investment Management & Planning
Pennsylvania
$923K -$41.6K -177 -5%
Vestmark Advisory Solutions
649
Vestmark Advisory Solutions
Massachusetts
$914K +$29.4K +125 +4%
EP
650
Edgestream Partners
New Jersey
$914K +$398K +1,692 +89%