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Name Holding Trade Value Shares
Change
Change in
Stake
KMC
326
Kirr Marbach & Co
Indiana
$436K
PRC
327
Pearl River Capital
Michigan
$435K +$439K +5,962 New
CWM
328
CIBC World Markets
New York
$431K -$254K -3,451 -37%
BCI
329
Brinker Capital Investments
Pennsylvania
$423K -$107K -1,456 -20%
HI
330
Harbour Investments
Wisconsin
$421K -$161K -2,179 -27%
IAA
331
Independent Advisor Alliance
North Carolina
$421K +$425K +5,764 New
ESCM
332
Echo Street Capital Management
New York
$421K +$425K +5,765 New
PCM
333
Prelude Capital Management
New York
$415K +$418K +5,678 New
NFC
334
Northeast Financial Consultants
Connecticut
$409K
TI
335
Tidal Investments
Wisconsin
$409K +$115K +1,564 +39%
JSC
336
Jackson Square Capital
California
$403K
MHIC
337
Marble Harbor Investment Counsel
Massachusetts
$397K +$400K +5,430 New
RMDI
338
R.M. Davis Inc
Maine
$383K +$386K +5,242 New
CB
339
Commerce Bank
Missouri
$379K -$10K -136 -3%
SSW
340
Smith Shellnut Wilson
Mississippi
$379K +$9.73K +132 +3%
QI
341
Qtron Investments
Massachusetts
$376K
CFG
342
Cooper Financial Group
California
$372K +$4.86K +66 +1%
FRM
343
Fox Run Management
Connecticut
$366K +$370K +5,015 New
SWM
344
Shakespeare Wealth Management
Wisconsin
$363K
PCA
345
Pallas Capital Advisors
Massachusetts
$362K -$19.9K -270 -5%
JFGIW
346
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$361K +$24.6K +334 +7%
ABLA
347
Alan B. Lancz & Associates
Ohio
$361K +$364K +4,942 New
FTA
348
Financial & Tax Architects
Missouri
$360K +$6.19K +84 +2%
PK
349
Pflug Koory
Nebraska
$355K
FA
350
FDx Advisors
Illinois
$353K -$4.13K -56 -1%