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Name Holding Trade Value Shares
Change
Change in
Stake
Donaldson Capital Management
651
Donaldson Capital Management
Indiana
$779K -$558K -3,537 -44%
Hilltop Holdings
652
Hilltop Holdings
Texas
$776K -$31.7K -201 -4%
TCM
653
Triumph Capital Management
Colorado
$775K +$717K +4,547 New
FI
654
Fosun International
China
$774K – – –
Caprock Group
655
Caprock Group
Idaho
$772K +$64.6K +410 +10%
QPWM
656
Quadrant Private Wealth Management
Pennsylvania
$769K +$711K +4,511 New
Gateway Investment Advisers
657
Gateway Investment Advisers
Ohio
$768K -$3.31K -21 -0.5%
KM
658
Kalos Management
Georgia
$766K -$46K -292 -6%
HB Wealth Management
659
HB Wealth Management
Georgia
$747K +$155K +982 +29%
Blueprint Investment Partners
660
Blueprint Investment Partners
North Carolina
$743K +$1.73K +11 +0.3%
Csenge Advisory Group
661
Csenge Advisory Group
Florida
$736K +$8.04K +51 +1%
Mirova
662
Mirova
France
$729K -$22.4K -142 -3%
Fund Management at Engine No 1
663
Fund Management at Engine No 1
California
$729K +$674K +4,275 New
Gladstone Institutional Advisory
664
Gladstone Institutional Advisory
Florida
$726K -$405K -2,567 -38%
Arden Trust
665
Arden Trust
Delaware
$724K -$55.2K -350 -8%
Cetera Investment Advisers
666
Cetera Investment Advisers
Illinois
$714K +$201K +1,277 +44%
First Manhattan
667
First Manhattan
New York
$711K +$473 +3 +0.1%
Luther King Capital Management (LKCM)
668
Luther King Capital Management (LKCM)
Texas
$706K -$788 -5 -0.1%
VeraBank
669
VeraBank
Texas
$699K -$34.4K -218 -5%
Atlantic Union Bankshares
670
Atlantic Union Bankshares
Virginia
$695K -$7.09K -45 -1%
AC
671
ASB Consultores
Florida
$693K +$47.5K +301 +8%
SIM
672
Sentry Investment Management
Wisconsin
$688K -$107K -679 -14%
KC
673
Kenfarb & Co
Kentucky
$688K +$205K +1,300 +48%
Fukoku Mutual Life Insurance
674
Fukoku Mutual Life Insurance
Japan
$687K – – –
Robotti Robert
675
Robotti Robert
$682K – – –