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Name Holding Trade Value Shares
Change
Change in
Stake
CP
1276
Covenant Partners
Tennessee
$491K – – –
CRC
1277
Curi RMB Capital
Illinois
$489K +$88.9K +427 +23%
MG
1278
Mather Group
Illinois
$486K +$163K +783 +53%
AIM
1279
Acropolis Investment Management
Missouri
$484K – – –
PIA
1280
Pinion Investment Advisors
Kansas
$484K +$61.2K +294 +15%
Chevy Chase Trust
1281
Chevy Chase Trust
Maryland
$481K -$37.7K -181 -8%
SC
1282
Savant Capital
Illinois
$478K +$73.9K +355 +19%
TFO
1283
Tarbox Family Office
California
$475K – – –
ACM
1284
Advisors Capital Management
New Jersey
$474K -$947K -4,549 -67%
KIA
1285
KCM Investment Advisors
California
$473K +$28.5K +137 +7%
NG
1286
Northstar Group
New York
$472K – – –
AA
1287
Ancora Advisors
Ohio
$468K -$93.9K -451 -17%
JSL
1288
JT Stratford LLC
Georgia
$468K +$199K +958 +79%
DAS
1289
Dynamic Advisor Solutions
Arizona
$460K -$198K -949 -31%
KP
1290
Keel Point
Alabama
$458K -$3.33K -16 -0.7%
OWP
1291
Obermeyer Wealth Partners
Colorado
$458K – – –
AWE
1292
Avidian Wealth Enterprises
Texas
$457K +$28.1K +135 +7%
MPCG
1293
Matrix Private Capital Group
New York
$454K -$33.1K -159 -7%
SB
1294
Strategic Blueprint
Georgia
$454K +$20.8K +100 +5%
WIC
1295
Whitegate Investment Counselors
New Hampshire
$453K – – –
GW
1296
GW & Wade
Massachusetts
$452K +$34.2K +164 +8%
COF
1297
Capital One Financial
Virginia
$452K +$50K +240 +13%
FNBT
1298
FineMark National Bank & Trust
Florida
$452K +$103K +496 +31%
QSS
1299
Quantitative Systematic Strategies
Florida
$448K -$330K -1,585 -43%
NSIM
1300
North Star Investment Management
Illinois
$446K – – –