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Factset

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
376
Citizens Financial Group
Rhode Island
$561K +$560K +2,439 New
KNW
377
Kesler Norman & Wride
Utah
$558K -$9.65K -42 -2%
Thrivent Financial for Lutherans
378
Thrivent Financial for Lutherans
Minnesota
$554K -$1.8M -7,853 -77%
EAM
379
Empirical Asset Management
Massachusetts
$552K +$33.3K +145 +6%
COI
380
Connable Office Inc
Michigan
$550K
IAA
381
Independent Advisor Alliance
North Carolina
$536K -$8.73K -38 -2%
NAM
382
NorthCrest Asset Manangement
Minnesota
$535K +$508K +2,213 New
FAMI
383
Fideuram Asset Management (Ireland)
$535K +$543K +2,365 New
AC
384
AlphaCore Capital
California
$531K +$531K +2,310 New
SC
385
Savant Capital
Illinois
$525K +$99.4K +433 +24%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
386
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$524K -$11.7K -51 -2%
CIA
387
Caerus Investment Advisors
Texas
$518K +$295K +1,285 +133%
LF
388
Lansforsakringar Fondforvaltning
Sweden
$515K
DBRC
389
D.B. Root & Company
Pennsylvania
$514K -$64.8K -282 -11%
AMI
390
Amica Mutual Insurance
Rhode Island
$510K +$237K +1,030 +87%
CIA
391
Concurrent Investment Advisors
Florida
$506K +$8.27K +36 +2%
EHWM
392
Eads & Heald Wealth Management
Georgia
$505K -$41.8K -182 -8%
CAS
393
Coppell Advisory Solutions
Texas
$505K +$1.38K +6 New
VT
394
Vise Technologies
New York
$503K +$232K +1,008 +86%
SFS
395
Stiles Financial Services
Minnesota
$500K -$151K -657 -23%
DWP
396
Daymark Wealth Partners
Ohio
$494K +$151K +658 +44%
ECM
397
Everence Capital Management
Indiana
$492K
PFS
398
Prospera Financial Services
Texas
$487K +$5.28K +23 +1%
MCM
399
Marathon Capital Management
Maryland
$482K +$186K +812 +63%
VWM
400
Venturi Wealth Management
Texas
$478K +$59K +257 +14%