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Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
776
Badgley Phelps Wealth Managers
Washington
$219K
MAM
777
McLean Asset Management
Virginia
$218K
MWM
778
Meridian Wealth Management
Kentucky
$217K -$158K -77 -43%
ACM
779
Advisors Capital Management
New Jersey
$217K -$24.7K -12 -11%
AWM
780
Absher Wealth Management
North Carolina
$217K
BMA
781
Brooks Moore & Associates
Tennessee
$215K
PHAM
782
Palisades Hudson Asset Management
Florida
$215K
PFM
783
Parsec Financial Management
North Carolina
$215K
PAS
784
Professional Advisory Services
Florida
$215K
SAM
785
Secure Asset Management
Michigan
$215K
SCA
786
Southern Capital Advisors
Tennessee
$215K
SIMM
787
Stillwater Investment Management (Minnesota)
Minnesota
$215K
WAL
788
W Advisors LLC
Tennessee
$215K
BA
789
Birinyi Associates
Connecticut
$215K +$206K +100 New
MC
790
Machina Capital
France
$215K +$206K +100 New
T
791
TOBAM
France
$213K
UB
792
UMB Bank
Missouri
$211K +$16.5K +8 +9%
LAM
793
L2 Asset Management
Massachusetts
$208K -$121K -59 -38%
EFS
794
Essex Financial Services
Connecticut
$208K -$2.06K -1 -1%
SW
795
SVB Wealth
Massachusetts
$207K +$199K +97 New
William Blair & Company
796
William Blair & Company
Illinois
$206K +$197K +96 New
CLOS
797
Compagnie Lombard Odier SCmA
Switzerland
$204K -$335K -163 -63%
EWM
798
Endurance Wealth Management
Rhode Island
$204K
FPFS
799
First Personal Financial Services
North Carolina
$204K
GIA
800
Gateway Investment Advisers
Ohio
$204K +$195K +95 New