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Name Holding Trade Value Shares
Change
Change in
Stake
CC
376
ClearArc Capital
Ohio
$864K -$4.16K -20 -0.5%
CCM
377
Carderock Capital Management
Maryland
$856K -$15.6K -75 -2%
HFS
378
HL Financial Services
Kentucky
$847K +$60K +288 +8%
UCFA
379
United Capital Financial Advisors
Texas
$845K -$631K -3,030 -45%
CSM
380
CAMG Solamere Management
North Carolina
$838K -$372K -1,787 -33%
PT
381
Plimoth Trust
Massachusetts
$826K +$41.6K +200 +6%
HH
382
Hilltop Holdings
Texas
$820K +$23.9K +115 +3%
AIS
383
American Investment Services
Massachusetts
$817K
ATC
384
Argent Trust Co
Tennessee
$811K +$745K +3,580 New
OIA
385
OneDigital Investment Advisors
Kansas
$810K -$70K -336 -9%
Diamond Hill Capital Management
386
Diamond Hill Capital Management
Ohio
$800K -$100K -482 -12%
PP
387
Prudential plc
United Kingdom
$795K -$20.8K -100 -3%
UH
388
Unigestion Holding
Switzerland
$794K +$729K +3,500 New
GCA
389
Gideon Capital Advisors
New York
$787K +$267K +1,283 +59%
BG
390
Bahl & Gaynor
Ohio
$771K -$448K -2,151 -39%
FMBTD
391
First Midwest Bank Trust Division
Illinois
$767K -$416 -2 -0.1%
SNT
392
Security National Trust
West Virginia
$762K -$4.16K -20 -0.6%
MMG
393
Monetary Management Group
Missouri
$755K +$568K +2,730 +455%
BIM
394
Bridges Investment Management
Nebraska
$731K +$71.6K +344 +12%
LW
395
Linscomb Wealth
Texas
$725K
VFA
396
Voya Financial Advisors
Connecticut
$720K +$99.5K +478 +18%
William Blair & Company
397
William Blair & Company
Illinois
$712K -$46.8K -225 -7%
GTAM
398
Global Trust Asset Management
Florida
$691K
SPIA
399
Steward Partners Investment Advisory
New York
$674K -$123K -591 -17%
Qube Research & Technologies (QRT)
400
Qube Research & Technologies (QRT)
United Kingdom
$674K +$619K +2,971 New