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Name Holding Trade Value Shares
Change
Change in
Stake
FCI
551
Financial Counselors Inc
Kansas
$327K -$165K -5,617 -34%
KFGK
552
Keystone Financial Group (Kentucky)
Kentucky
$327K -$88.2K -3,004 -22%
RIL
553
Rothschild Investment LLC
Illinois
$322K – – –
SC
554
Savant Capital
Illinois
$322K +$81.8K +2,787 +35%
CFGS
555
Concourse Financial Group Securities
Alabama
$320K -$24.8K -846 -7%
NSIM
556
North Star Investment Management
Illinois
$317K -$27.7K -943 -8%
HFM
557
Harvest Fund Management
China
$317K +$310K +10,552 New
WSTAM
558
Wilbanks Smith & Thomas Asset Management
Virginia
$309K +$20.7K +707 +7%
WANY
559
Wealthspire Advisors (New York)
New York
$306K +$299K +10,173 New
RPWA
560
Regent Peak Wealth Advisors
Georgia
$305K +$298K +10,152 New
BP
561
BBR Partners
New York
$303K +$295K +10,055 New
LD
562
Lipe & Dalton
New York
$301K – – –
MIS
563
Morningstar Investment Services
Illinois
$299K +$43.2K +1,473 +17%
AIM
564
Anchor Investment Management
South Carolina
$298K +$69.2K +2,359 +31%
RBFC
565
Roman Butler Fullerton & Co
Missouri
$298K -$10.3K -352 -3%
LC
566
LCNB Corp
Ohio
$297K +$21K +715 +8%
GG
567
Gofen & Glossberg
Illinois
$295K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
568
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$294K +$287K +9,765 New
FAM
569
Formidable Asset Management
Ohio
$293K +$285K +9,728 New
AIC
570
Archer Investment Corporation
Indiana
$291K +$9.24K +315 +3%
CCP
571
Corient Capital Partners
California
$288K -$1.44K -49 -0.5%
TMAM
572
Tokio Marine Asset Management
Japan
$287K +$280K +9,538 New
BA
573
Bristlecone Advisors
Washington
$286K +$44K +1,500 +19%
CI Investments Inc
574
CI Investments Inc
Ontario, Canada
$282K -$172K -5,853 -38%
BJL
575
Brighton Jones LLC
Washington
$282K +$2.23K +76 +0.8%