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Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
226
Zurich Insurance Group
Switzerland
$631K
HLOC
227
H.L. Ormond & Company
North Carolina
$628K -$8.07K -72 -1%
TPCW
228
TD Private Client Wealth
New York
$614K -$307K -2,741 -30%
CCM
229
Chiron Capital Management
Florida
$612K -$11.2K -100 -2%
CGH
230
Crossmark Global Holdings
Texas
$603K +$180K +1,607 +34%
Prudential Financial
231
Prudential Financial
New Jersey
$601K -$12K -107 -2%
MIS
232
Morningstar Investment Services
Illinois
$597K -$3.08M -27,471 -82%
WIM
233
WealthPlan Investment Management
Nebraska
$586K +$608K +5,420 New
CAN
234
Cetera Advisor Networks
California
$576K -$11.5K -103 -2%
WP
235
WealthSource Partners
California
$574K
Wellington Management Group
236
Wellington Management Group
Massachusetts
$573K -$22.3K -199 -3%
Russell Investments Group
237
Russell Investments Group
United Kingdom
$531K
TF
238
Threadgill Financial
Texas
$529K +$620K +5,534 New
CCIA
239
Campbell & Co Investment Adviser
Maryland
$523K +$119K +1,060 +24%
LCM
240
Logan Capital Management
Pennsylvania
$515K
Vanguard Personalized Indexing Management
241
Vanguard Personalized Indexing Management
California
$496K -$17.4K -155 -3%
MP
242
McDonald Partners
Ohio
$491K -$83.5K -745 -13%
CB
243
Cadence Bank
Mississippi
$490K
SAM
244
Shell Asset Management
Netherlands
$489K -$151K -1,343 -21%
SAM
245
Securian Asset Management
Minnesota
$488K
NA
246
NewEdge Advisors
Louisiana
$480K -$16.3K -145 -3%
PFM
247
Parsec Financial Management
North Carolina
$480K
RC
248
Rovin Capital
Arizona
$479K -$9.19K -82 -2%
KCM
249
Kendall Capital Management
Maryland
$474K -$265K -2,360 -32%
ACM
250
Aquatic Capital Management
Illinois
$469K +$549K +4,900 New