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Name Holding Trade Value Shares
Change
Change in
Stake
DLCIG
701
D.L. Carlson Investment Group
New Hampshire
$5.42M -$243K -1,727 -4%
GWM
702
Geneos Wealth Management
Colorado
$5.42M -$473K -3,366 -8%
AssetMark Inc
703
AssetMark Inc
California
$5.42M +$3.29M +23,435 +139%
OSAM
704
O'Shaughnessy Asset Management
Connecticut
$5.41M +$1.15M +8,162 +25%
NCM
705
Narwhal Capital Management
Georgia
$5.41M +$960K +6,831 +20%
CTC
706
Central Trust Company
Missouri
$5.38M +$445K +3,164 +9%
PIMJS
707
PKO Investment Management Joint-Stock
Poland
$5.38M
FI
708
Fosun International
China
$5.35M +$181K +1,286 +3%
CA
709
Clearstead Advisors
Ohio
$5.31M -$12.1K -86 -0.2%
CC
710
Cypress Capital
Tennessee
$5.31M
MCM
711
Mitchell Capital Management
Kansas
$5.25M -$134K -950 -2%
FLPIM
712
F.L. Putnam Investment Management
Massachusetts
$5.24M +$389K +2,770 +8%
TI
713
Tidal Investments
Wisconsin
$5.23M +$245K +1,742 +5%
MKA
714
M. Kulyk & Associates
Georgia
$5.22M +$726K +5,167 +15%
TSS
715
Thomas Story & Son
Indiana
$5.18M +$330K +2,350 +6%
TIP
716
Torray Investment Partners
Maryland
$5.17M +$609K +4,337 +13%
BFM
717
Boston Financial Management
Massachusetts
$5.16M -$666K -4,738 -11%
PI
718
PEAK6 Investments
Illinois
$5.15M -$13.9M -99,083 -72%
NRS
719
Neville Rodie & Shaw
New York
$5.12M -$516K -3,674 -9%
WCM
720
Whitener Capital Management
North Carolina
$5.12M +$54.9K +391 +1%
HFS
721
Haverford Financial Services
Pennsylvania
$5.07M +$4.55M +32,397 +612%
KRSITF
722
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.07M +$385K +2,741 +8%
EH
723
Equitable Holdings
New York
$5.05M -$567K -4,038 -10%
AC
724
Abbrea Capital
California
$5.03M +$5.62K +40 +0.1%
CNC
725
Canandaigua National Corp
New York
$4.98M +$118K +839 +2%