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Name Holding Trade Value Shares
Change
Change in
Stake
FMI
701
Frec Markets Inc
California
$825K +$887K +9,418 +456%
FB
702
Fulton Bank
Pennsylvania
$817K +$61.4K +652 +6%
CL
703
Choreo LLC
Illinois
$816K -$325K -3,452 -23%
HWA
704
HCR Wealth Advisors
California
$816K -$37.8K -401 -3%
C
705
Certuity
Florida
$810K +$63.2K +671 +6%
CCM
706
Cullen Capital Management
New York
$801K +$164K +1,743 +19%
EAM
707
Everstar Asset Management
North Carolina
$792K +$1.04M +11,025 New
AF
708
Ally Financial
Michigan
$790K – – –
LNWTC
709
Laird Norton Wetherby Trust Company
Washington
$783K -$204K -2,162 -17%
MAS
710
Meeder Advisory Services
Ohio
$783K +$182K +1,938 +22%
AG
711
Ascent Group
Virginia
$781K -$253K -2,683 -20%
PCM
712
Poehling Capital Management
Wisconsin
$777K +$1.02M +10,816 New
PI
713
Pettee Investors
Connecticut
$766K -$28.2K -300 -3%
PGFC
714
Peapack-Gladstone Financial Corp
New Jersey
$765K -$728K -7,736 -42%
RPCONE
715
Retirement Planning Company of New England
Rhode Island
$761K +$463K +4,914 +86%
BAM
716
Blueshift Asset Management
New Jersey
$759K +$994K +10,559 New
EB
717
Eastern Bank
Massachusetts
$755K +$108K +1,143 +12%
HSA
718
Hussman Strategic Advisors
Maryland
$755K +$988K +10,500 New
LIM
719
Longfellow Investment Management
Massachusetts
$754K +$620K +6,590 +169%
Bank Julius Baer & Co
720
Bank Julius Baer & Co
Switzerland
$747K -$56.1M -596,428 -98%
Grantham, Mayo, Van Otterloo & Co (GMO)
721
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$743K – – –
MIA
722
MainStreet Investment Advisors
Illinois
$740K -$170K -1,808 -15%
CAG
723
Cypress Advisory Group
Arizona
$739K +$159K +1,685 +20%
CFG
724
Citizens Financial Group
Rhode Island
$736K -$207K -2,199 -18%
WS
725
Wedbush Securities
California
$736K +$104K +1,105 +12%