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Name Holding Trade Value Shares
Change
Change in
Stake
PT
1201
Plimoth Trust
Massachusetts
$9.5M +$420K +9,908 +5%
AGAM
1202
Avalon Global Asset Management
California
$9.5M
BCM
1203
Bowie Capital Management
Texas
$9.5M
RIG
1204
Renaissance Investment Group
Massachusetts
$9.46M -$60.7K -1,432 -0.7%
GIA
1205
GHP Investment Advisors
Colorado
$9.45M +$85.7K +2,020 +1%
HAIM
1206
Hunter Associates Investment Management
Pennsylvania
$9.45M +$870K +20,500 +11%
MGI
1207
MayTech Global Investments
New York
$9.43M -$46.7K -1,100 -0.6%
BCMNY
1208
Buckingham Capital Management (New York)
New York
$9.42M -$1.7M -40,000 -17%
BWP
1209
Bernardo Wealth Planning
Pennsylvania
$9.41M +$723K +17,052 +9%
NFGCM
1210
Norman Fields Gottscho Capital Management
New York
$9.4M +$1.02M +24,116 +14%
FMWA
1211
Forvis Mazars Wealth Advisors
Missouri
$9.39M +$335K +7,896 +4%
6M
1212
6 Meridian
Kansas
$9.38M +$8.38M +197,532 New
PL
1213
PWMCO LLC
Illinois
$9.37M +$8.37M +197,380 New
CCC
1214
Chelsea Counsel Company
California
$9.36M -$129K -3,044 -2%
FRA
1215
Front Row Advisors
California
$9.34M +$16.8K +396 +0.2%
SC
1216
Savant Capital
Illinois
$9.34M +$43.8K +1,032 +0.5%
HC
1217
Hourglass Capital
Texas
$9.31M -$206K -4,852 -2%
VW
1218
Vantage Wealth
California
$9.28M +$108K +2,540 +1%
SAM
1219
Sompo Asset Management
Japan
$9.27M -$899K -21,200 -10%
MCM
1220
Mitchell Capital Management
Kansas
$9.26M +$2.95M +69,544 +55%
UAS
1221
United Asset Strategies
New York
$9.26M -$39K -920 -0.5%
RCP
1222
Rothschild Capital Partners
New York
$9.24M -$42.9K -1,012 -0.5%
LSPW
1223
Lake Street Private Wealth
Illinois
$9.22M +$8.24M +194,244 New
JMFC
1224
J.M. Forbes & Co
Massachusetts
$9.22M +$71.4K +1,684 +0.9%
PWAG
1225
Polaris Wealth Advisory Group
California
$9.19M +$942K +22,204 +13%