Name Holding Trade Value Shares
Change
Change in
Stake
KNW
701
Kesler Norman & Wride
Utah
$4.11M +$173K +755 +5%
NG
702
NatWest Group
United Kingdom
$4.07M +$858K +3,733 +28%
TBA
703
Tower Bridge Advisors
Pennsylvania
$4.06M +$34.5K +150 +0.9%
CA
704
Clearstead Advisors
Ohio
$4.05M +$366K +1,592 +10%
KL
705
KWMG LLC
Kansas
$4.05M +$397K +1,730 +12%
ATC
706
Argent Trust Co
Tennessee
$4.04M +$388K +1,688 +11%
SSWM
707
Smith Salley Wealth Management
North Carolina
$4.03M +$118K +513 +3%
KRSITF
708
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.02M +$478K +2,079 +14%
Dodge & Cox
709
Dodge & Cox
California
$4.02M – – –
P
710
Pitcairn
Pennsylvania
$4.01M +$46.9K +204 +1%
MSAM
711
Moloney Securities Asset Management
Missouri
$4M +$354K +1,542 +10%
LAM
712
L2 Asset Management
Massachusetts
$4M +$1.56M +6,771 +69%
AF
713
Advisornet Financial
Minnesota
$3.99M -$148K -645 -4%
SIM
714
Studio Investment Management
Illinois
$3.97M -$512K -2,230 -12%
MMG
715
Monetary Management Group
Missouri
$3.97M -$94.2K -410 -2%
BCFS
716
Butensky & Cohen Financial Security
Florida
$3.95M +$139K +603 +4%
GT
717
Greenleaf Trust
Michigan
$3.94M +$705K +3,069 +23%
KFP
718
KMG Fiduciary Partners
Ohio
$3.93M -$799K -3,479 -18%
SC
719
Savant Capital
Illinois
$3.93M -$58.6K -255 -2%
SC
720
Sawyer & Company
Massachusetts
$3.92M +$50.5K +220 +1%
SLWS
721
Swaine & Leidel Wealth Services
Florida
$3.91M +$898K +3,909 New
SHFP
722
Second Half Financial Partners
Florida
$3.91M +$3.61M +15,711 New
SIA
723
SeaBridge Investment Advisors
New Jersey
$3.9M -$91.2K -397 -2%
SFG
724
SevenBridge Financial Group
Pennsylvania
$3.89M -$117K -511 -3%
VFA
725
Valeo Financial Advisors
Indiana
$3.88M +$326K +1,417 +4%