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Name Holding Trade Value Shares
Change
Change in
Stake
CL
701
Choreo LLC
Illinois
$816K -$325K -3,452 -23%
HWA
702
HCR Wealth Advisors
California
$816K -$37.8K -401 -3%
C
703
Certuity
Florida
$810K +$63.2K +671 +6%
CCM
704
Cullen Capital Management
New York
$801K +$164K +1,743 +19%
EAM
705
Everstar Asset Management
North Carolina
$792K +$1.04M +11,025 New
AF
706
Ally Financial
Michigan
$790K
LNWTC
707
Laird Norton Wetherby Trust Company
Washington
$783K -$204K -2,162 -17%
MAS
708
Meeder Advisory Services
Ohio
$783K +$182K +1,938 +22%
AG
709
Ascent Group
Virginia
$781K -$253K -2,683 -20%
PCM
710
Poehling Capital Management
Wisconsin
$777K +$1.02M +10,816 New
PI
711
Pettee Investors
Connecticut
$766K -$28.2K -300 -3%
PGFC
712
Peapack-Gladstone Financial Corp
New Jersey
$765K -$728K -7,736 -42%
RPCONE
713
Retirement Planning Company of New England
Rhode Island
$761K +$463K +4,914 +86%
BAM
714
Blueshift Asset Management
New Jersey
$759K +$994K +10,559 New
EB
715
Eastern Bank
Massachusetts
$755K +$108K +1,143 +12%
HSA
716
Hussman Strategic Advisors
Maryland
$755K +$988K +10,500 New
LIM
717
Longfellow Investment Management
Massachusetts
$754K +$620K +6,590 +169%
Bank Julius Baer & Co
718
Bank Julius Baer & Co
Switzerland
$747K -$56.1M -596,428 -98%
Grantham, Mayo, Van Otterloo & Co (GMO)
719
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$743K
MIA
720
MainStreet Investment Advisors
Illinois
$740K -$170K -1,808 -15%
CAG
721
Cypress Advisory Group
Arizona
$739K +$159K +1,685 +20%
CFG
722
Citizens Financial Group
Rhode Island
$736K -$207K -2,199 -18%
WS
723
Wedbush Securities
California
$736K +$104K +1,105 +12%
EC
724
EntryPoint Capital
New York
$732K +$446K +4,736 +87%
ET
725
Equitable Trust
Tennessee
$730K -$290K -3,078 -23%