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Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1751
Laffer Tengler Investments
Tennessee
$330K +$1.04K +3 +0.3%
KS
1752
Karpas Strategies
Connecticut
$328K
PAMG
1753
Patton Albertson Miller Group
Tennessee
$328K
SMFS
1754
Squar Milner Financial Services
California
$328K
SCM
1755
Shapiro Capital Management
Georgia
$327K +$350K +1,012 New
JFL
1756
Jarislowsky, Fraser Ltd
Quebec, Canada
$326K -$1.04K -3 -0.3%
CC
1757
Cypress Capital
Tennessee
$326K +$349K +1,010 New
PA
1758
Probity Advisors
Texas
$325K -$3.8K -11 -1%
TWM
1759
Torch Wealth Management
Ohio
$323K +$691 +2 +0.2%
TA
1760
Trellis Advisors
Washington
$323K +$117K +338 +51%
HWA
1761
Hillcrest Wealth Advisors
New Jersey
$323K +$345K +1,000 New
JHCP
1762
Jackson Hole Capital Partners
Oklahoma
$323K +$345K +1,000 New
EF
1763
Empirical Finance
Pennsylvania
$322K -$53.9K -156 -14%
GCM
1764
Garland Capital Management
Washington
$322K
CWM
1765
Centric Wealth Management
Illinois
$321K +$344K +995 New
MCM
1766
MV Capital Management
Maryland
$320K -$13.8K -40 -4%
FBC
1767
Fairfield, Bush & Co
Connecticut
$319K +$38K +110 +13%
IMOV
1768
Investment Management of Virginia
Virginia
$318K -$96.7K -280 -22%
PCM
1769
Prelude Capital Management
New York
$318K +$198K +574 +139%
SMFG
1770
Sumitomo Mitsui Financial Group
Japan
$317K -$345K -1,000 -50%
SCM
1771
Southport Capital Management
Tennessee
$317K -$118K -343 -26%
HCM
1772
Hall Capital Management
Rhode Island
$316K -$12.1K -35 -3%
EFL
1773
ERn Financial LLC
Wisconsin
$316K +$338K +979 New
AWM
1774
Aevitas Wealth Management
Massachusetts
$315K -$5.18K -15 -2%
Dodge & Cox
1775
Dodge & Cox
California
$314K -$69.1K -200 -17%