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Name Holding Trade Value Shares
Change
Change in
Stake
TCM
476
Tufton Capital Management
Maryland
$732K – – –
TPA
477
Trivium Point Advisory
Connecticut
$731K +$9.67K +130 +1%
DC
478
Davenport & Co
Virginia
$709K +$66.1K +889 +10%
CPC
479
Consolidated Planning Corp
Georgia
$709K +$713K +9,584 New
PP
480
Paloma Partners
Connecticut
$699K -$3.33M -44,707 -83%
PFS
481
Prospera Financial Services
Texas
$690K -$15.2K -205 -2%
SOADOR
482
State of Alaska Department of Revenue
Alaska
$689K +$693K +9,314 New
Canada Pension Plan Investment Board
483
Canada Pension Plan Investment Board
Ontario, Canada
$687K +$1.12K +15 +0.2%
IMRF
484
Illinois Municipal Retirement Fund
Illinois
$687K +$233K +3,134 +51%
NFG
485
Next Financial Group
Texas
$686K +$99.1K +1,332 +17%
VFM
486
Vivid Financial Management
California
$682K +$65.6K +882 +11%
AAM
487
Advisors Asset Management
Colorado
$670K +$472K +6,342 +234%
US Bancorp
488
US Bancorp
Minnesota
$645K +$38.1K +512 +6%
Mercer Global Advisors
489
Mercer Global Advisors
Colorado
$645K +$415K +5,577 +178%
BIAS
490
Beacon Investment Advisory Services
New Jersey
$640K +$643K +8,651 New
VVP
491
Venture Visionary Partners
Ohio
$637K -$74K -995 -10%
OAM
492
Oppenheimer Asset Management
New York
$629K +$166K +2,231 +36%
NCM
493
Next Capital Management
New York
$620K +$623K +8,370 New
CANY
494
Caxton Associates (New York)
New York
$616K +$619K +8,327 New
AIG
495
American International Group
New York
$614K -$71.5K -962 -10%
LNC
496
Lincoln National Corp
Pennsylvania
$611K +$107K +1,432 +21%
SF
497
Symphony Financial
Texas
$610K +$136K +1,825 +33%
KCM
498
Kennicott Capital Management
California
$607K +$610K +8,196 New
FAS
499
Formuepleje A/S
Denmark
$600K +$249K +3,350 +70%
CWA
500
Clarity Wealth Advisors
California
$596K -$1.67M -22,500 -74%