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Name Holding Trade Value Shares
Change
Change in
Stake
FFA
701
Fairfield Financial Advisors
Massachusetts
$5.71M -$134K -1,271 -2%
PWW
702
Pettyjohn Wood & White
Virginia
$5.7M +$64.1K +607 +1%
ROC
703
Running Oak Capital
Minnesota
$5.65M -$20.2K -191 -0.3%
LNWWM
704
Laird Norton Wetherby Wealth Management
California
$5.63M -$421K -3,984 -7%
LCM
705
Logan Capital Management
Pennsylvania
$5.62M -$38K -360 -0.6%
OCAM
706
Onex Canada Asset Management
Ontario, Canada
$5.61M -$433K -4,098 -7%
BA
707
Baugh & Associates
Georgia
$5.61M -$137K -1,295 -2%
FFM
708
Forum Financial Management
Illinois
$5.57M -$13.4K -127 -0.2%
UFG
709
United Fire Group
Iowa
$5.57M
NMIMC
710
Northwestern Mutual Investment Management Company
Wisconsin
$5.55M +$16.7K +158 +0.3%
MA
711
Menlo Advisors
California
$5.52M -$31.7K -300 -0.5%
GC
712
Grimes & Company
Massachusetts
$5.51M +$2.11K +20 +0%
TSS
713
Thomas Story & Son
Indiana
$5.5M +$3.69K +35 +0.1%
NRS
714
Neville Rodie & Shaw
New York
$5.5M +$95K +900 +2%
CT
715
Cambridge Trust
Massachusetts
$5.49M -$216K -2,044 -4%
EWA
716
EP Wealth Advisors
California
$5.47M +$1.13M +10,688 +25%
SCM
717
Shelton Capital Management
Colorado
$5.44M +$2.59M +24,496 +84%
AIM
718
Anchor Investment Management
South Carolina
$5.39M +$113K +1,074 +2%
GRP
719
Global Retirement Partners
California
$5.33M +$3.57M +33,776 +243%
WDL
720
Well Done LLC
Michigan
$5.32M -$422 -4 -0%
FNBT
721
FineMark National Bank & Trust
Florida
$5.32M +$56.2K +532 +1%
DA
722
Duality Advisers
Florida
$5.32M +$5.54M +52,503 New
PFPT
723
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.31M +$94.6K +896 +2%
LBC
724
Lowe Brockenbrough & Co
Virginia
$5.31M +$227K +2,152 +4%
PPW
725
Parcion Private Wealth
Washington
$5.31M +$1.24M +11,703 +29%