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Name Holding Trade Value Shares
Change
Change in
Stake
SC
726
Savant Capital
Illinois
$265K +$36.4K +298 +16%
OLA
727
Oliver Luxxe Assets
New Jersey
$263K
KFS
728
Kurt F. Somerville
$261K -$367K -3,000 -59%
MC
729
Moors & Cabot
Massachusetts
$258K -$27.4K -224 -10%
ARMT
730
Amica Retiree Medical Trust
Rhode Island
$255K
Baillie Gifford & Co
731
Baillie Gifford & Co
United Kingdom
$254K +$248K +2,027 New
Fuller & Thaler Asset Management
732
Fuller & Thaler Asset Management
California
$251K
RFS
733
Rockefeller Financial Services
New York
$251K
NIM
734
Northeast Investment Management
Massachusetts
$249K +$243K +1,985 New
PB
735
Pinnacle Bancorp
Nebraska
$244K +$238K +1,945 New
LRIC
736
Long Road Investment Counsel
Michigan
$242K
MF
737
Magnetar Financial
Illinois
$241K +$235K +1,921 New
CCP
738
Corient Capital Partners
California
$237K -$22.6K -185 -9%
OWM
739
Orgel Wealth Management
Wisconsin
$236K -$2.57K -21 -1%
PM
740
Parametrica Management
Hong Kong
$235K +$230K +1,878 New
HB
741
Homrich & Berg
Georgia
$233K -$12.2K -100 -5%
QCMC
742
Quantum Capital Management (California)
California
$232K -$44.5K -364 -16%
CBU
743
CIBC Bank USA
Illinois
$231K -$5.99K -49 -3%
PL
744
Plancorp LLC
Missouri
$228K
CONA
745
Capital One National Association
New York
$227K +$221K +1,808 New
FA
746
FCG Advisors
New Jersey
$226K
MCWS
747
McKinley Carter Wealth Services
West Virginia
$226K +$220K +1,802 New
LBG
748
Lloyds Banking Group
United Kingdom
$223K -$23.2K -190 -10%
JMFC
749
J.M. Forbes & Co
Massachusetts
$223K
GRP
750
Global Retirement Partners
California
$222K -$10.4K -85 -5%