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Name Holding Trade Value Shares
Change
Change in
Stake
PA
376
Procyon Advisors
Connecticut
$234K +$233K +3,767 New
BPC
377
Banque Pictet & Cie
Switzerland
$233K -$74.7K -1,208 -24%
SIA
378
Sit Investment Associates
Minnesota
$229K – – –
IWM
379
IHT Wealth Management
Illinois
$221K +$53.2K +860 +32%
SC
380
Savant Capital
Illinois
$220K +$9.15K +148 +4%
IC
381
IEQ Capital
California
$217K +$17.7K +286 +9%
CFAM
382
Center For Asset Management
Florida
$215K +$214K +3,457 New
RP
383
Rowlandmiller & Partners
Georgia
$215K – – –
ATC
384
Argent Trust Co
Tennessee
$213K +$211K +3,420 New
BC
385
Bowman & Company
Wisconsin
$209K – – –
FFM
386
Forum Financial Management
Illinois
$209K +$15.8K +256 +8%
CAGAS
387
Capital Advisory Group Advisory Services
Minnesota
$202K – – –
TFS
388
Thoroughbred Financial Services
Tennessee
$202K +$1.18K +19 +0.6%
KMWM
389
Keudell/Morrison Wealth Management
Oregon
$202K +$201K +3,248 New
FNBOO
390
First National Bank of Omaha
Nebraska
$200K – – –
SFI
391
Siemens Fonds Invest
Germany
$199K – – –
LF
392
Lantz Financial
Illinois
$199K +$198K +3,205 New
SWA
393
ShankerValleau Wealth Advisors
Illinois
$196K – – –
HI
394
Horizon Investments
North Carolina
$195K +$8.29K +134 +4%
DZ Bank
395
DZ Bank
Germany
$195K – – –
LIM
396
Leavell Investment Management
Alabama
$193K +$24.2K +391 +14%
RP
397
Riverbridge Partners
Minnesota
$190K – – –
DMBA
398
Deseret Mutual Benefit Administrators
Utah
$190K +$111K +1,790 +141%
FIM
399
Freedom Investment Management
Connecticut
$190K -$325K -5,249 -63%
FMAEN1
400
Fund Management at Engine No 1
California
$189K +$29.2K +472 +18%