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Name Holding Trade Value Shares
Change
Change in
Stake
APTFM
1876
AGUR Provident & Training Funds Management
Israel
$1.76M +$5.83M +205,736 New
MPI
1877
Mairs & Power Inc
Minnesota
$1.76M -$4.65K -164 -0.3%
CIAS
1878
Capital Investment Advisory Services
North Carolina
$1.75M +$1.72M +60,596 New
PL
1879
Plancorp LLC
Missouri
$1.75M -$192K -6,780 -10%
CASB
1880
Cape Ann Savings Bank
Massachusetts
$1.75M -$92.2K -3,252 -5%
CWM
1881
Circle Wealth Management
New Jersey
$1.75M +$1.71M +60,336 New
RWM
1882
RKL Wealth Management
Pennsylvania
$1.74M +$135K +4,756 +9%
TA
1883
TRB Advisors
New York
$1.74M
RGIA
1884
Rainier Group Investment Advisory
Washington
$1.73M +$1.69M +59,728 New
CSM
1885
CAMG Solamere Management
North Carolina
$1.73M +$1.69M +59,736 New
Dodge & Cox
1886
Dodge & Cox
California
$1.73M -$1.22M -43,044 -42%
PA
1887
Planning Alternatives
Michigan
$1.72M -$6.92K -244 -0.4%
ADL
1888
Asset Dedication LLC
California
$1.72M +$108K +3,816 +7%
GHAM
1889
Gilman Hill Asset Management
Connecticut
$1.72M +$25.4K +896 +2%
CAIMH
1890
Central Asset Investments & Management Holdings
Hong Kong
$1.71M +$1.68M +59,200 New
BWA
1891
BlueSky Wealth Advisors
North Carolina
$1.71M +$1.68M +59,116 New
BE
1892
Bonness Enterprises
District of Columbia
$1.71M
PH
1893
Pinnacle Holdings
Oklahoma
$1.7M -$121K -4,272 -7%
HFA
1894
High Falls Advisors
New York
$1.69M +$52.7K +1,860 +3%
FAG
1895
Financial Advisory Group
Texas
$1.69M -$63.2K -2,228 -4%
HAM
1896
Highstreet Asset Management
Ontario, Canada
$1.69M -$972K -34,280 -37%
WG
1897
Welch Group
Alabama
$1.68M -$131K -4,632 -7%
JDR
1898
Jay D. Rosenbaum
$1.67M -$72.6K -2,560 -4%
CAW
1899
Cornerstone Advisors (Washington)
Washington
$1.67M +$243K +8,580 +18%
SQA
1900
Simon Quick Advisors
New Jersey
$1.67M +$1.63M +57,560 New