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Name Holding Trade Value Shares
Change
Change in
Stake
GIM
701
Groesbeck Investment Management
New Jersey
$969K – – –
4WM
702
44 Wealth Management
Oregon
$969K +$24.7K +96 +3%
AIM
703
Anchor Investment Management
South Carolina
$961K +$51.3K +199 +6%
PC
704
Prairiewood Capital
North Dakota
$961K -$11.1K -43 -1%
SC
705
Savant Capital
Illinois
$960K +$107K +415 +13%
PTC
706
Private Trust Company
Ohio
$959K +$297K +1,151 +46%
DFA
707
Delta Financial Advisors
Louisiana
$957K +$258 +1 +0%
HC
708
Henshaw Capital
Massachusetts
$955K -$120K -465 -11%
IIM
709
Intact Investment Management
Quebec, Canada
$949K – – –
CAM
710
Cresset Asset Management
Illinois
$947K -$188K -730 -16%
BOC
711
Barbara Oil Co
Illinois
$930K – – –
ESB
712
Essex Savings Bank
Connecticut
$924K -$10K -39 -1%
PIMJS
713
PKO Investment Management Joint-Stock
Poland
$922K – – –
CPA
714
Capital Planning Advisors
California
$917K +$19.6K +76 +2%
DC
715
Davenport & Co
Virginia
$916K -$31.4K -122 -3%
WW
716
Waterfront Wealth
Kansas
$915K -$131K -510 -13%
CIC
717
Carnegie Investment Counsel
Ohio
$909K – – –
LP
718
LMR Partners
United Kingdom
$907K -$438K -1,698 -33%
WPW
719
Waldron Private Wealth
Pennsylvania
$905K +$89.7K +348 +11%
TIA
720
Trust Investment Advisors
Indiana
$904K -$77.3K -300 -8%
CI
721
Cigna Investments
Connecticut
$903K -$7.73K -30 -0.9%
PFG
722
Peterson Financial Group
Iowa
$902K +$55.9K +217 +7%
IC
723
Inverness Counsel
New York
$890K -$3.09K -12 -0.4%
TAM
724
Trust Asset Management
Texas
$888K -$19.8K -77 -2%
IAIM
725
Industrial Alliance Investment Management
Quebec, Canada
$883K -$60.3K -234 -7%