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Name Holding Trade Value Shares
Change
Change in
Stake
BC
601
Burney Company
Virginia
$4.75M +$370K +1,894 +8%
V
602
Veritable
Delaware
$4.73M -$91.5K -469 -2%
OCM
603
One Capital Management
California
$4.71M -$57.4K -294 -1%
EI
604
EDMP Inc
Florida
$4.7M -$86.8K -445 -2%
BIP
605
Brandes Investment Partners
California
$4.68M +$173K +888 +4%
PJSIMP
606
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.67M -$22.8K -117 -0.5%
AP
607
Appleton Partners
Massachusetts
$4.67M +$610K +3,127 +15%
MFWM
608
Motley Fool Wealth Management
Virginia
$4.64M +$175K +898 +4%
OBGC
609
O'Brien Greene & Co
Pennsylvania
$4.64M +$4.65M +23,848 New
LTI
610
Laffer Tengler Investments
Tennessee
$4.64M -$7.8K -40 -0.2%
OIA
611
OneDigital Investment Advisors
Kansas
$4.62M +$688K +3,526 +17%
CIA
612
Capital Investment Advisors
Georgia
$4.6M +$2.15K +11 +0%
UF
613
Univest Financial
Pennsylvania
$4.58M +$69.3K +355 +2%
MCM
614
Matarin Capital Management
New York
$4.58M +$364K +1,868 +9%
ABC
615
Associated Banc-Corp
Wisconsin
$4.5M -$28.9K -148 -0.6%
MWM
616
Modera Wealth Management
New Jersey
$4.5M
SLI
617
Sumitomo Life Insurance
Japan
$4.46M +$106K +543 +2%
PCM
618
Parsons Capital Management
Rhode Island
$4.45M +$29.8K +153 +0.7%
CIA
619
Choate Investment Advisors
Massachusetts
$4.38M -$192K -986 -4%
CTA
620
Chesley Taft & Associates
Illinois
$4.38M -$99.5K -510 -2%
TNBTD
621
Trustmark National Bank Trust Department
Mississippi
$4.38M +$93.4K +479 +2%
CIG
622
Consolidated Investment Group
Colorado
$4.37M +$293K +1,500 +7%
Cerity Partners
623
Cerity Partners
New York
$4.37M +$235K +1,205 +6%
Dodge & Cox
624
Dodge & Cox
California
$4.37M -$117K -600 -3%
CCC
625
Chelsea Counsel Company
California
$4.37M +$11.7K +60 +0.3%