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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$2.73M +$564K +10,088 +25%
LSV Asset Management
202
LSV Asset Management
Illinois
$2.71M +$175K +3,120 +7%
CIM
203
Calvert Investment Management
Maryland
$2.67M +$122K +2,177 +5%
IPC
204
Independent Portfolio Consultants
Florida
$2.67M +$1.07M +19,146 +62%
GCM
205
Garland Capital Management
Washington
$2.66M +$351K +6,280 +14%
Cambridge Investment Research Advisors
206
Cambridge Investment Research Advisors
Iowa
$2.66M +$461K +8,243 +20%
ADMI
207
Albert D. Mason Inc
Massachusetts
$2.62M +$96.2K +1,720 +4%
M
208
MOTCO
Texas
$2.6M -$81.1K -1,449 -3%
FNT
209
First National Trust
Pennsylvania
$2.58M +$965K +17,255 +55%
LCS
210
Levin Capital Strategies
New York
$2.52M
PCC
211
Park Circle Company
Maryland
$2.47M +$519K +9,280 +25%
OMC
212
Old Mission Capital
Illinois
$2.45M +$2.56M +45,806 New
RCM
213
Riverhead Capital Management
Delaware
$2.44M
MA
214
MUFG Americas
New York
$2.41M -$3.97K -71 -0.2%
CRC
215
Curi RMB Capital
Illinois
$2.4M -$331K -5,925 -12%
PP
216
PDT Partners
New York
$2.38M -$10M -179,563 -80%
KT
217
Kanaly Trust
Texas
$2.38M +$347K +6,203 +16%
MHC
218
Meyer Handelman Company
New York
$2.36M +$35.8K +640 +1%
EB
219
Eastern Bank
Massachusetts
$2.36M +$5.71K +102 +0.2%
JC
220
Jacobs & Co
California
$2.36M +$1.58M +28,254 +178%
OPCM
221
Osborne Partners Capital Management
California
$2.32M -$12.9K -230 -0.5%
Diamond Hill Capital Management
222
Diamond Hill Capital Management
Ohio
$2.31M +$1.75M +31,312 +263%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$2.31M +$349K +6,245 +17%
CB
224
Commerce Bank
Missouri
$2.3M -$791K -14,133 -25%
HAI
225
Hennessy Advisors Inc
California
$2.28M