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Name Holding Trade Value Shares
Change
Change in
Stake
BC
826
Bartlett & Co
Ohio
$261K – – –
CGL
827
Clarius Group LLC
Washington
$261K +$5.85K +39 +2%
BCWM
828
Bartlett & Co Wealth Management
Ohio
$261K – – –
CCM
829
Chilton Capital Management
Texas
$260K – – –
AIP
830
Ameritas Investment Partners
Nebraska
$260K – – –
JAG
831
Journey Advisory Group
Kentucky
$259K -$34.6K -231 -12%
PA
832
Profund Advisors
Maryland
$259K +$245K +1,635 New
CG
833
Caprock Group
Idaho
$259K +$245K +1,634 New
CS
834
Comerica Securities
Michigan
$259K -$116K -772 -32%
AMG
835
Advisors Management Group
Wisconsin
$257K -$750 -5 -0.3%
BEAM
836
Baker Ellis Asset Management
Washington
$253K – – –
BFM
837
Boston Financial Management
Massachusetts
$253K – – –
PWLP
838
Prio Wealth Limited Partnership
Massachusetts
$253K – – –
MSS
839
Mitchell Sinkler & Starr
Pennsylvania
$252K -$15K -100 -6%
BDA
840
Borer Denton & Associates
Pennsylvania
$252K – – –
EP
841
Eudaimonia Partners
Tennessee
$251K -$25.2K -168 -10%
FHA
842
Flagship Harbor Advisors
Massachusetts
$251K -$4.2K -28 -2%
WPP
843
Whalerock Point Partners
Rhode Island
$250K – – –
SF
844
Summit Financial
New Jersey
$250K +$2.55K +17 +1%
MMM
845
Mendel Money Management
Illinois
$249K +$236K +1,571 New
SPC
846
Stewart & Patten Company
California
$248K – – –
SB
847
Simmons Bank
Arkansas
$248K +$2.55K +17 +1%
MAG
848
Mayfair Advisory Group
Alabama
$248K -$90.7K -605 -28%
FHA
849
First Horizon Advisors
Tennessee
$247K -$22.8K -152 -9%
KGC
850
Kennon-Green & Company
Ohio
$247K +$9.9K +66 +4%