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Name Holding Trade Value Shares
Change
Change in
Stake
RIL
551
Rothschild Investment LLC
Illinois
$322K
SC
552
Savant Capital
Illinois
$322K +$81.8K +2,787 +35%
CFGS
553
Concourse Financial Group Securities
Alabama
$320K -$24.8K -846 -7%
NSIM
554
North Star Investment Management
Illinois
$317K -$27.7K -943 -8%
HFM
555
Harvest Fund Management
China
$317K +$310K +10,552 New
WSTAM
556
Wilbanks Smith & Thomas Asset Management
Virginia
$309K +$20.7K +707 +7%
WANY
557
Wealthspire Advisors (New York)
New York
$306K +$299K +10,173 New
RPWA
558
Regent Peak Wealth Advisors
Georgia
$305K +$298K +10,152 New
BP
559
BBR Partners
New York
$303K +$295K +10,055 New
LD
560
Lipe & Dalton
New York
$301K
MIS
561
Morningstar Investment Services
Illinois
$299K +$43.2K +1,473 +17%
AIM
562
Anchor Investment Management
South Carolina
$298K +$69.2K +2,359 +31%
RBFC
563
Roman Butler Fullerton & Co
Missouri
$298K -$10.3K -352 -3%
LC
564
LCNB Corp
Ohio
$297K +$21K +715 +8%
GG
565
Gofen & Glossberg
Illinois
$295K
Grantham, Mayo, Van Otterloo & Co (GMO)
566
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$294K +$287K +9,765 New
FAM
567
Formidable Asset Management
Ohio
$293K +$285K +9,728 New
AIC
568
Archer Investment Corporation
Indiana
$291K +$9.24K +315 +3%
CCP
569
Corient Capital Partners
California
$288K -$1.44K -49 -0.5%
TMAM
570
Tokio Marine Asset Management
Japan
$287K +$280K +9,538 New
BA
571
Bristlecone Advisors
Washington
$286K +$44K +1,500 +19%
CI Investments Inc
572
CI Investments Inc
Ontario, Canada
$282K -$172K -5,853 -38%
BJL
573
Brighton Jones LLC
Washington
$282K +$2.23K +76 +0.8%
CIA
574
CSat Investment Advisory
Michigan
$281K -$233K -7,936 -46%
MCA
575
Morris Capital Advisors
Pennsylvania
$281K -$6.54K -223 -2%