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Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
1051
P.J. Schmidt Investment Management (PJS)
Wisconsin
$349K
HB
1052
Homrich & Berg
Georgia
$348K -$488K -2,063 -59%
BSW
1053
Buckingham Strategic Wealth
Missouri
$347K
MCWS
1054
McKinley Carter Wealth Services
West Virginia
$346K -$15.4K -65 -4%
YMRC
1055
Yorktown Management & Research Company
Virginia
$341K -$142K -600 -30%
JCP
1056
Jabre Capital Partners
Switzerland
$341K +$331K +1,400 New
RWP
1057
RWA Wealth Partners
Massachusetts
$340K +$18.2K +77 +6%
BC
1058
Burney Company
Virginia
$340K +$92.3K +390 +39%
CONA
1059
Capital One National Association
New York
$338K -$243K -1,028 -43%
CCA
1060
Cobblestone Capital Advisors
New York
$336K
Fayez Sarofim & Co
1061
Fayez Sarofim & Co
Texas
$336K
JA
1062
JOYN Advisors
Georgia
$334K +$249K +1,051 +332%
FMWA
1063
Forvis Mazars Wealth Advisors
Missouri
$334K +$324K +1,369 New
ALIONA
1064
Allianz Life Insurance of North America
Minnesota
$332K +$322K +1,361 New
GLI
1065
Guardian Life Insurance
New York
$331K +$52.8K +223 +20%
CCM
1066
Coldstream Capital Management
Washington
$330K -$107K -454 -25%
SLF
1067
Sun Life Financial
Ontario, Canada
$326K +$202K +852 +176%
CCA
1068
Conestoga Capital Advisors
Pennsylvania
$324K -$26K -110 -8%
1SB
1069
1ST Source Bank
Indiana
$323K -$32.9K -139 -10%
FHB
1070
First Hawaiian Bank
Hawaii
$320K -$146K -618 -32%
SIAP
1071
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$320K
APP
1072
Avantax Planning Partners
Iowa
$318K -$42.6K -180 -12%
WAG
1073
Winthrop Advisory Group
Massachusetts
$318K -$35.5K -150 -10%
BCM
1074
Brookstone Capital Management
Illinois
$318K +$309K +1,305 New
HPWM
1075
Highland Private Wealth Management
Washington
$317K -$559K -2,363 -64%