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Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
1501
Cassaday & Co Wealth Management
Virginia
$380K -$659 -1 -0.2%
BA
1502
Ballast Advisors
Minnesota
$379K – – –
MFIM
1503
Mesirow Financial Investment Management
Illinois
$377K +$70.5K +107 +25%
BWP
1504
BSW Wealth Partners
Colorado
$377K -$1.32K -2 -0.4%
MPI
1505
Mairs & Power Inc
Minnesota
$377K – – –
LWM
1506
LeConte Wealth Management
Tennessee
$376K +$43.5K +66 +14%
LWM
1507
Laidlaw Wealth Management
New York
$376K +$347K +527 New
BMCM
1508
Bryn Mawr Capital Management
Pennsylvania
$375K -$27.7K -42 -7%
NI
1509
Natural Investments
California
$375K -$30.3K -46 -8%
CA
1510
Cortland Associates
Missouri
$375K +$659 +1 +0.2%
RIG
1511
Renaissance Investment Group
Massachusetts
$374K -$32.9K -50 -9%
WA1
1512
Wimmer Associates 1
California
$374K – – –
Vanguard National Trust
1513
Vanguard National Trust
Pennsylvania
$373K – – –
LAM
1514
LECAP Asset Management
United Kingdom
$372K -$213K -323 -38%
RCA
1515
Resonant Capital Advisors
Wisconsin
$372K +$1.98K +3 +0.6%
KA
1516
Kure Advisory
Minnesota
$371K +$13.2K +20 +4%
BMO
1517
Beck Mack & Oliver
New York
$371K – – –
EFM
1518
E Fund Management
China
$370K -$362K -550 -51%
FWIA
1519
Fort Washington Investment Advisors
Ohio
$370K -$69.8K -106 -17%
FCMC
1520
Founders Capital Management (Connecticut)
Connecticut
$370K – – –
CF
1521
Centaurus Financial
California
$370K +$7.25K +11 +2%
OFO
1522
OneAscent Family Office
Alabama
$369K -$30.3K -46 -8%
FOA
1523
Five Oceans Advisors
California
$367K +$659 +1 +0.2%
AAG
1524
Armstrong Advisory Group
Massachusetts
$366K -$43.5K -66 -11%
SP
1525
Symmetry Partners
Connecticut
$363K +$9.22K +14 +3%