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Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
1826
Willow Creek Wealth Management
California
$1.72M -$20.7K -648 -1%
SNBOSCI
1827
Security National Bank of Sioux City Iowa
Iowa
$1.71M -$40.9K -1,280 -2%
CAS
1828
Cue Advisory Services
Arizona
$1.71M +$216K +6,768 +14%
AL
1829
Aspiriant LLC
California
$1.71M +$249K +7,784 +17%
BEAM
1830
Baker Ellis Asset Management
Washington
$1.71M +$92.1K +2,880 +6%
BAM
1831
Berkshire Asset Management
Pennsylvania
$1.71M +$5.63K +176 +0.3%
RMC
1832
Regis Management Company
California
$1.71M -$37K -1,156 -2%
Manulife (Manufacturers Life Insurance)
1833
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.69M -$52.5M -1,640,612 -3%
HCM
1834
Highbridge Capital Management
New York
$1.69M -$5.59M -174,660 -76%
FCIM
1835
Fairview Capital Investment Management
California
$1.68M +$139K +4,348 +9%
PP
1836
PDT Partners
New York
$1.68M -$23.3M -728,680 -93%
RCG
1837
Ruane, Cunniff & Goldfarb
New York
$1.68M
PGA
1838
Portland Global Advisors
Maine
$1.67M +$99.8K +3,120 +6%
VSWA
1839
Vontobel Swiss Wealth Advisors
Switzerland
$1.67M +$428K +13,384 +29%
T
1840
Thomaspartners
Massachusetts
$1.67M -$531K -16,616 -24%
JGGDR
1841
JGP Global Gestao de Recursos
Brazil
$1.67M +$89.3K +2,792 +6%
GHAM
1842
Gilman Hill Asset Management
Connecticut
$1.67M
CPO
1843
Cerity Partners OCIO
New York
$1.67M +$29.3K +916 +2%
KPF
1844
K2 Principal Fund
Ontario, Canada
$1.66M +$12.8K +400 +0.8%
AWS
1845
Aris Wealth Services
Pennsylvania
$1.65M +$123K +3,856 +8%
FNBOMD
1846
First National Bank of Mount Dora
Florida
$1.64M +$101K +3,160 +6%
DDC
1847
DF Dent & Co
Maryland
$1.63M +$76.1K +2,380 +5%
BB
1848
Bell Bank
North Dakota
$1.63M -$56.4K -1,764 -3%
EAMA
1849
EFG Asset Management (Americas)
Florida
$1.62M +$939K +29,344 +142%
BFPW
1850
BOK Financial Private Wealth
Colorado
$1.62M +$4.09K +128 +0.2%