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Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
601
Vanguard Personalized Indexing Management
California
$556K +$48.7K +1,190 +11%
CT
602
Caldwell Trust
Florida
$555K -$131K -3,200 -20%
TPCW
603
TD Private Client Wealth
New York
$553K -$860 -21 -0.2%
DP
604
Dearborn Partners
Illinois
$550K -$22.9K -559 -4%
RI
605
Ridgewood Investments
New Jersey
$549K
AUB
606
Atlantic Union Bankshares
Virginia
$546K -$62K -1,514 -11%
RCAG
607
Rehmann Capital Advisory Group
Michigan
$544K -$1.15K -28 -0.2%
EH
608
Employers Holdings
Nevada
$543K
MAFM
609
Mid Atlantic Financial Management
Pennsylvania
$538K +$14.4K +352 +3%
ACM
610
Argyle Capital Management
Pennsylvania
$535K
MA
611
Montag & Associates
Georgia
$534K +$491K +12,005 New
HAG
612
HighPoint Advisor Group
Illinois
$533K +$154K +3,772 +49%
MSFS
613
Main Street Financial Solutions
Pennsylvania
$533K +$491K +11,992 New
MYAM
614
Meiji Yasuda Asset Management
Japan
$529K +$137K +3,340 +39%
RT
615
Rockland Trust
Massachusetts
$528K -$140K -3,408 -22%
S
616
SignatureFD
Georgia
$528K -$3.68K -90 -0.8%
CBB
617
Citizens Business Bank
California
$524K +$4.34K +106 +0.9%
AWA
618
ARS Wealth Advisors
Florida
$522K +$164 +4 +0%
GT
619
Greenleaf Trust
Michigan
$517K -$54.7K -1,336 -10%
VCM
620
Virtue Capital Management
Tennessee
$514K -$235K -5,743 -33%
MSRPS
621
Maryland State Retirement & Pension System
Maryland
$511K +$461K +11,260 New
BFA
622
Bragg Financial Advisors
North Carolina
$509K -$368 -9 -0.1%
AWM
623
AE Wealth Management
Kansas
$507K -$797K -19,463 -63%
WP
624
WMS Partners
Maryland
$506K
ZIC
625
ZWJ Investment Counsel
Georgia
$505K