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Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
751
McKinley Carter Wealth Services
West Virginia
$5.3M +$236K +2,175 +5%
SIP
752
Scott Investment Partners
United Kingdom
$5.29M +$5.25M +48,300 New
CAL
753
Capital Analysts LLC
Pennsylvania
$5.27M +$88K +810 +2%
TFO
754
Tarbox Family Office
California
$5.24M -$1.3K -12 -0%
HJGA
755
Hardman Johnston Global Advisors
Connecticut
$5.23M -$65.2K -600 -1%
GC
756
Grimes & Company
Massachusetts
$5.22M
MWM
757
Minot Wealth Management
Massachusetts
$5.21M +$717K +6,599 +16%
DSC
758
Duncker Streett & Co
Missouri
$5.2M +$106K +973 +2%
WIC
759
WealthBridge Investment Counsel
Alberta, Canada
$5.16M +$367K +3,375 +8%
TPCW
760
TD Private Client Wealth
New York
$5.16M +$1.1M +10,150 +27%
OPS
761
Orion Portfolio Solutions
Nebraska
$5.15M +$1.23M +11,308 +32%
RIM
762
Redpoint Investment Management
Australia
$5.14M +$299K +2,755 +6%
LBD
763
Landsberg Bennett & Dubbaneh
Florida
$5.14M -$10.9K -100 -0.2%
JSC
764
Jackson Square Capital
California
$5.14M +$222K +2,044 +5%
CDH
765
Charles D. Hyman
$5.13M -$49.5K -455 -1%
FWCM
766
Ferguson Wellman Capital Management
Oregon
$5.12M -$201K -1,850 -4%
YWP
767
YorkBridge Wealth Partners
New York
$5.09M +$244K +2,243 +5%
SICM
768
Sustainable Insight Capital Management
New York
$5.07M +$5.03M +46,311 New
BMA
769
Brooks Moore & Associates
Tennessee
$5.07M -$58.7K -540 -1%
LNC
770
Lincoln National Corp
Pennsylvania
$5.05M +$5.76K +53 +0.1%
BOH
771
Bank of Hawaii
Hawaii
$5.04M -$246K -2,265 -5%
ACA
772
Aptus Capital Advisors
Alabama
$5.04M +$815K +7,496 +19%
BP
773
BBR Partners
New York
$5.03M +$17.3K +159 +0.3%
OCAM
774
Onex Canada Asset Management
Ontario, Canada
$5.03M -$54.7K -503 -1%
ST
775
Spinnaker Trust
Maine
$5.03M -$133K -1,225 -3%