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Name Holding Trade Value Shares
Change
Change in
Stake
WP
551
WealthPLAN Partners
Nebraska
$95.1M -$1.06M -6,319 -1%
WIM
552
WealthPlan Investment Management
Nebraska
$95.1M +$101M +603,321 New
BSW
553
Buckingham Strategic Wealth
Missouri
$94.3M +$6.36M +37,792 +8%
MIA
554
MMBG Investment Advisors
Florida
$94.1M -$156K -925 -0.2%
ISL
555
Ingalls & Snyder LLC
New York
$93.3M -$4.4M -26,175 -5%
RMA
556
Roffman Miller Associates
Pennsylvania
$93.1M -$2.01M -11,946 -2%
GJIC
557
Gamble Jones Investment Counsel
California
$92.9M -$2M -11,882 -2%
JWCA
558
J.W. Cole Advisors
Florida
$92.8M -$1.07M -6,384 -1%
RIG
559
Roosevelt Investment Group
New York
$92.8M +$765K +4,551 +0.9%
EGA
560
Eagle Global Advisors
Texas
$92.7M -$7.28M -43,280 -8%
SYBT
561
Stock Yards Bank & Trust
Kentucky
$92.7M +$69.5K +413 +0.1%
SSB
562
Sandy Spring Bank
Maryland
$92M -$226K -1,342 -0.3%
VFA
563
Valeo Financial Advisors
Indiana
$91.7M +$13.9M +82,765 +17%
CIP
564
Chartwell Investment Partners
Pennsylvania
$91M -$2.08M -12,369 -2%
FNT
565
First National Trust
Pennsylvania
$90.8M +$9.37M +55,726 +12%
SFI
566
Siemens Fonds Invest
Germany
$90.6M -$2.41M -14,336 -3%
MA
567
Mutual Advisors
Nebraska
$90.5M +$2.28M +13,530 +3%
Baillie Gifford & Co
568
Baillie Gifford & Co
United Kingdom
$90.2M +$7.41M +44,060 +9%
TI
569
Tidal Investments
Wisconsin
$90.2M +$7.88M +46,877 +10%
BAM
570
Belpointe Asset Management
Nevada
$90M +$4.12M +24,478 +5%
EI
571
Ethic Inc
New York
$89.7M +$5.52M +32,849 +7%
PHM
572
Prospect Hill Management
New Jersey
$89.7M
DCM
573
Dupont Capital Management
Delaware
$89.6M -$12.9M -76,910 -13%
UAM
574
UAS Asset Management
New York
$89.5M +$57.5K +342 +0.1%
FSA
575
Franklin Street Advisors
North Carolina
$89.1M -$1.7M -10,104 -2%