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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
601
Anchor Capital Advisors
Massachusetts
$296K – – –
WSFS
602
Wilmington Savings Fund Society
Delaware
$296K +$17.9K +129 +7%
SCM
603
Shelton Capital Management
Colorado
$295K – – –
WS
604
Wedbush Securities
California
$294K +$833 +6 +0.3%
SWA
605
Sutton Wealth Advisors
Florida
$292K – – –
RCAG
606
Rehmann Capital Advisory Group
Michigan
$292K -$1.25K -9 -0.4%
CCM
607
Cribstone Capital Management
Maine
$292K – – –
RCM
608
Radnor Capital Management
Pennsylvania
$292K – – –
ECM
609
ETrade Capital Management
Virginia
$292K +$277K +1,998 New
VFM
610
Viking Fund Management
North Dakota
$292K +$278K +2,000 New
ZCA
611
Zeke Capital Advisors
Pennsylvania
$291K +$54.6K +393 +25%
APP
612
Avantax Planning Partners
Iowa
$287K – – –
SOADOR
613
State of Alaska Department of Revenue
Alaska
$278K +$132K +950 +99%
SLF
614
Sun Life Financial
Ontario, Canada
$278K +$262K +1,884 +10,467%
IPC
615
Independent Portfolio Consultants
Florida
$276K -$127K -913 -33%
DCM
616
Dimension Capital Management
Florida
$276K – – –
FHA
617
Flagship Harbor Advisors
Massachusetts
$276K – – –
SNT
618
Security National Trust
West Virginia
$275K – – –
PP
619
Prudential plc
United Kingdom
$268K -$87.9K -633 -26%
MML Investors Services
620
MML Investors Services
Massachusetts
$268K +$255K +1,838 New
WTB
621
Washington Trust Bank
Washington
$263K – – –
WPC
622
Waters Parkerson & Co
Louisiana
$263K – – –
AG
623
Advisor Group
Arizona
$260K +$10K +72 +4%
PM
624
Parametrica Management
Hong Kong
$256K +$244K +1,756 New
TBA
625
Train Babcock Advisors
New York
$255K -$34.7K -250 -13%