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Name Holding Trade Value Shares
Change
Change in
Stake
CA
701
Clearstead Advisors
Ohio
$4.05M +$366K +1,592 +10%
KL
702
KWMG LLC
Kansas
$4.05M +$397K +1,730 +12%
ATC
703
Argent Trust Co
Tennessee
$4.04M +$388K +1,688 +11%
SSWM
704
Smith Salley Wealth Management
North Carolina
$4.03M +$118K +513 +3%
KRSITF
705
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.02M +$478K +2,079 +14%
Dodge & Cox
706
Dodge & Cox
California
$4.02M
P
707
Pitcairn
Pennsylvania
$4.01M +$46.9K +204 +1%
MSAM
708
Moloney Securities Asset Management
Missouri
$4M +$354K +1,542 +10%
LAM
709
L2 Asset Management
Massachusetts
$4M +$1.56M +6,771 +69%
AF
710
Advisornet Financial
Minnesota
$3.99M -$148K -645 -4%
SIM
711
Studio Investment Management
Illinois
$3.97M -$512K -2,230 -12%
MMG
712
Monetary Management Group
Missouri
$3.97M -$94.2K -410 -2%
BCFS
713
Butensky & Cohen Financial Security
Florida
$3.95M +$139K +603 +4%
GT
714
Greenleaf Trust
Michigan
$3.94M +$705K +3,069 +23%
KFP
715
KMG Fiduciary Partners
Ohio
$3.93M -$799K -3,479 -18%
SC
716
Savant Capital
Illinois
$3.93M -$58.6K -255 -2%
SC
717
Sawyer & Company
Massachusetts
$3.92M +$50.5K +220 +1%
SHFP
718
Second Half Financial Partners
Florida
$3.91M +$3.61M +15,711 New
SIA
719
SeaBridge Investment Advisors
New Jersey
$3.9M -$91.2K -397 -2%
SFG
720
SevenBridge Financial Group
Pennsylvania
$3.89M -$117K -511 -3%
VFA
721
Valeo Financial Advisors
Indiana
$3.88M +$326K +1,417 +4%
GDP
722
Great Diamond Partners
Maine
$3.87M +$91K +396 +3%
PCM
723
Poehling Capital Management
Wisconsin
$3.83M -$22.3K -97 -0.6%
KCM
724
Kornitzer Capital Management
Kansas
$3.81M -$1.12M -4,890 -24%
PCM
725
Palouse Capital Management
Washington
$3.81M -$45.3K -197 -1%