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Name Holding Trade Value Shares
Change
Change in
Stake
FM
476
Foster & Motley
Ohio
$724K -$88K -1,286 -11%
CC
477
ClearArc Capital
Ohio
$720K +$7.53K +110 +1%
Martingale Asset Management
478
Martingale Asset Management
Massachusetts
$714K +$753 +11 +0.1%
Welch Group
479
Welch Group
Alabama
$713K – – –
ABTD
480
Arvest Bank Trust Division
Oklahoma
$707K +$231K +3,370 +48%
CL
481
CPWM LLC
Washington
$706K -$1.29M -18,777 -64%
WKWM
482
Walter & Keenan Wealth Management
Indiana
$699K – – –
BRA
483
Blue Rock Advisors
Minnesota
$698K +$705K +10,295 New
Nomura Holdings
484
Nomura Holdings
Japan
$690K +$685K +10,000 New
Wealthspire Advisors (Maryland)
485
Wealthspire Advisors (Maryland)
Maryland
$688K -$339K -4,959 -33%
Curi RMB Capital
486
Curi RMB Capital
Illinois
$685K -$25K -365 -3%
Plancorp LLC
487
Plancorp LLC
Missouri
$683K -$53.9K -788 -7%
AE Wealth Management
488
AE Wealth Management
Kansas
$683K +$311K +4,547 +82%
Simplicity Solutions
489
Simplicity Solutions
Minnesota
$681K -$167K -2,436 -20%
CTA
490
Chesley Taft & Associates
Illinois
$680K +$10.3K +150 +2%
YMRC
491
Yorktown Management & Research Company
Virginia
$678K -$548K -8,000 -44%
CM
492
Capital Management
Virginia
$678K – – –
SACTSONJ
493
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$678K – – –
BlueCrest Capital Management
494
BlueCrest Capital Management
Jersey
$672K +$420K +6,139 +163%
LTI
495
Laffer Tengler Investments
Tennessee
$669K -$42K -614 -6%
AC
496
Arjuna Capital
North Carolina
$664K +$1.09K +16 +0.2%
GAM
497
Gould Asset Management
California
$656K – – –
WI
498
Wedgewood Investors
Pennsylvania
$647K -$20.5K -300 -3%
MFW
499
Mosaic Family Wealth
Missouri
$643K -$17.4K -254 -2%
Holocene Advisors
500
Holocene Advisors
New York
$642K +$196K +2,856 +43%