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Name Holding Trade Value Shares
Change
Change in
Stake
AAS
476
Avantax Advisory Services
Texas
$12.3M +$312K +2,930 +3%
RSVP
477
Ramsay Stattman Vela & Price
Colorado
$12.3M -$72.9K -684 -0.6%
FCH
478
Freestone Capital Holdings
Washington
$12.3M +$1.36M +12,749 +13%
GIM
479
Grassi Investment Management
California
$12.2M
BFA
480
Bragg Financial Advisors
North Carolina
$12.2M +$261K +2,445 +2%
DGAM
481
Desjardins Global Asset Management
Quebec, Canada
$12.1M -$3.28M -30,741 -22%
CA
482
CSM Advisors
Pennsylvania
$12.1M -$577K -5,415 -5%
OPCM
483
Osborne Partners Capital Management
California
$12.1M +$111K +1,040 +0.9%
SIG
484
Sky Investment Group
Connecticut
$12M -$389K -3,648 -3%
DIA
485
Dana Investment Advisors
Wisconsin
$11.9M -$642K -6,019 -5%
LW
486
Linscomb Wealth
Texas
$11.9M -$542K -5,084 -4%
GFP
487
Gryphon Financial Partners
Ohio
$11.9M +$48.3K +453 +0.4%
HC
488
Hendley & Co
Ohio
$11.9M +$6.61K +62 +0.1%
MHC
489
Meyer Handelman Company
New York
$11.8M +$160K +1,500 +1%
Vanguard Personalized Indexing Management
490
Vanguard Personalized Indexing Management
California
$11.7M +$751K +7,044 +7%
LSERS
491
Louisiana State Employees Retirement System
Louisiana
$11.7M -$608K -5,700 -5%
NIM
492
Northeast Investment Management
Massachusetts
$11.7M -$897K -8,418 -7%
TH
493
TCTC Holdings
Texas
$11.7M +$17.4K +163 +0.2%
CRB
494
Chad R. Baker
$11.6M +$52.8K +495 +0.5%
MAM
495
Mastrapasqua Asset Management
Tennessee
$11.5M -$95.2K -893 -0.8%
CIM
496
Chiron Investment Management
New York
$11.5M +$11.2M +105,394 New
NPPM
497
North Point Portfolio Managers
Ohio
$11.5M -$3.12M -29,245 -22%
SPIA
498
Steward Partners Investment Advisory
New York
$11.5M -$161K -1,510 -1%
PA
499
Pinnacle Associates
New York
$11.4M +$3.88M +36,437 +53%
TFA
500
Toth Financial Advisory
Virginia
$11.4M +$115K +1,076 +1%