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Name Holding Trade Value Shares
Change
Change in
Stake
AAP
701
Ardsley Advisory Partners
Connecticut
$508K
BIM
702
Barton Investment Management
Pennsylvania
$506K
EF
703
Empirical Finance
Pennsylvania
$506K +$113K +642 +27%
RPC
704
Rossmore Private Capital
Connecticut
$499K +$147K +837 +40%
BOTW
705
Bank of the West
California
$498K -$484K -2,749 -48%
ST
706
Somerset Trust
Pennsylvania
$497K -$3.52K -20 -0.7%
RGC
707
Roberts, Glore & Co
Illinois
$497K +$516K +2,934 New
IIC
708
Ironwood Investment Counsel
Arizona
$491K +$97.3K +553 +24%
SWA
709
Sutton Wealth Advisors
Florida
$489K -$1.06K -6 -0.2%
RG
710
Rikoon Group
New Mexico
$487K
Vanguard Personalized Indexing Management
711
Vanguard Personalized Indexing Management
California
$486K +$59.8K +340 +13%
SLAM
712
Swiss Life Asset Management
$483K -$127K -720 -20%
S
713
SignatureFD
Georgia
$481K -$96.8K -550 -16%
QSS
714
Quantitative Systematic Strategies
Florida
$477K -$430K -2,445 -46%
TCM
715
Tradewinds Capital Management
Washington
$477K
CWM
716
Cornerstone Wealth Management
Missouri
$475K +$7.04K +40 +1%
NIM
717
NuWave Investment Management
New Jersey
$474K +$459K +2,605 +1,364%
WP
718
WealthShield Partners
North Carolina
$472K +$491K +2,787 New
DC
719
Davenport & Co
Virginia
$471K -$23.9K -136 -5%
AWE
720
Avidian Wealth Enterprises
Texas
$470K +$35.2K +200 +8%
SBSB
721
Sullivan, Bruyette, Speros & Blaney
Virginia
$465K +$211K +1,200 +78%
BSW
722
Buckingham Strategic Wealth
Missouri
$462K -$28.3K -161 -6%
BWM
723
BerganKDV Wealth Management
Minnesota
$461K +$10.6K +60 +2%
DBG
724
De Burlo Group
Massachusetts
$460K -$4.22K -24 -0.9%
CAM
725
Cresset Asset Management
Illinois
$458K -$72.9K -414 -13%