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Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
526
Cerro Pacific Wealth Advisors
California
$958K +$973K +17,853 New
FLPIM
527
F.L. Putnam Investment Management
Massachusetts
$954K -$32.1K -588 -3%
LPT
528
Legacy Private Trust
Wisconsin
$944K -$92.7K -1,700 -9%
HCMT
529
Highland Capital Management (Tennessee)
Tennessee
$943K -$2.73K -50 -0.3%
AFM
530
Abbot Financial Management
Massachusetts
$942K
FMC
531
First Merchants Corp
Indiana
$936K -$93.1K -1,707 -9%
CAG
532
Csenge Advisory Group
Florida
$929K +$415K +7,620 +79%
AC
533
Abbrea Capital
California
$906K
V
534
VeraBank
Texas
$902K -$10.9K -200 -1%
FCB
535
First Command Bank
Texas
$902K
FCFS
536
First Command Financial Services
Texas
$902K
Vanguard Personalized Indexing Management
537
Vanguard Personalized Indexing Management
California
$901K +$235K +4,317 +35%
S
538
Seeyond
France
$901K +$393K +7,200 +75%
MFAM
539
Motley Fool Asset Management
Virginia
$899K +$51.8K +950 +6%
BSA
540
Bull Street Advisors
Georgia
$895K -$32.7K -600 -3%
JIC
541
Johnson Investment Counsel
Ohio
$893K +$19.6K +360 +2%
William Blair & Company
542
William Blair & Company
Illinois
$889K +$113K +2,069 +14%
WA
543
Waddell & Associates
Tennessee
$884K +$899K +16,482 New
KRSITF
544
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$883K -$82.4K -1,512 -8%
S
545
SignatureFD
Georgia
$883K +$211K +3,863 +31%
FTDI
546
First Trust Direct Indexing
Massachusetts
$877K +$275K +5,047 +45%
EP
547
Eudaimonia Partners
Tennessee
$876K +$74.6K +1,368 +9%
SG
548
Stonnington Group
California
$870K -$6.43K -118 -0.7%
VWM
549
Venturi Wealth Management
Texas
$866K +$63.4K +1,163 +8%
TBA
550
Tower Bridge Advisors
Pennsylvania
$866K +$18.2K +333 +2%