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Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
951
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$233K +$207K +1,544 New
MIS
952
Morningstar Investment Services
Illinois
$232K +$207K +1,544 New
AWA
953
Aaron Wealth Advisors
Illinois
$231K +$205K +1,532 New
TA
954
TFB Advisors
Kansas
$230K +$205K +1,528 New
VIA
955
Virtus Investment Advisers
Connecticut
$229K +$204K +1,520 New
NG
956
Norden Group
Utah
$225K +$200K +1,492 New
AC
957
Abbrea Capital
California
$224K +$199K +1,484 New
CCFCSB
958
Cape Cod Five Cents Savings Bank
Massachusetts
$223K -$198K -1,480 -50%
AFP
959
Alpha Financial Partners
Kentucky
$223K +$198K +1,480 New
WPW
960
Waldron Private Wealth
Pennsylvania
$222K +$198K +1,476 New
BFG
961
Berger Financial Group
Minnesota
$222K +$197K +1,472 New
BTW
962
Boston Trust Walden
Massachusetts
$221K +$196K +1,464 New
FHA
963
Flagship Harbor Advisors
Massachusetts
$220K +$196K +1,464 New
WCWM
964
Willow Creek Wealth Management
California
$219K +$195K +1,456 New
IP
965
Ignite Planners
California
$218K +$197K +1,472 New
CA
966
Claar Advisors
New York
$217K – – –
DWA
967
Douglass Winthrop Advisors
New York
$217K +$193K +1,440 New
VCA
968
Verdence Capital Advisors
Maryland
$215K +$191K +1,424 New
SLG
969
Stanley-Laman Group
Pennsylvania
$215K +$191K +1,424 New
MW
970
Marcum Wealth
Ohio
$214K +$190K +1,420 New
AO
971
Advisor OS
Illinois
$214K +$190K +1,420 New
WSTAM
972
Wilbanks Smith & Thomas Asset Management
Virginia
$213K +$190K +1,416 New
PCP
973
Proficio Capital Partners
Massachusetts
$212K +$189K +1,408 New
CAWM
974
Capital Advisors Wealth Management
Washington
$212K +$188K +1,404 New
CAS
975
Coppell Advisory Solutions
Texas
$211K +$48.8K +364 +35%