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Name Holding Trade Value Shares
Change
Change in
Stake
TW
976
TritonPoint Wealth
Maryland
$393K -$74K -352 -14%
SG
977
StoneX Group
New York
$392K -$104K -495 -19%
CSIC
978
Clifford Swan Investment Counsel
California
$387K – – –
GC
979
Grimes & Company
Massachusetts
$384K +$9.04K +43 +2%
SIMG
980
Sonora Investment Management Group
Arizona
$384K -$3.15K -15 -0.7%
LMKC
981
L.M. Kohn & Company
Ohio
$383K -$8.41K -40 -2%
ABC
982
Associated Banc-Corp
Wisconsin
$377K – – –
FBFS
983
First Business Financial Services
Wisconsin
$377K – – –
CT
984
Caldwell Trust
Florida
$372K – – –
AI
985
Accredited Investors
Minnesota
$371K -$71.3K -339 -14%
EWM
986
Empirical Wealth Management
Washington
$371K +$173K +821 +68%
SGI
987
Summit Global Investments
Utah
$370K +$198K +942 +87%
CPC
988
Consolidated Planning Corp
Georgia
$369K +$111K +529 +35%
CPC
989
Cookson Peirce & Co
Pennsylvania
$369K – – –
CT
990
Clearstead Trust
Maine
$369K +$425K +2,020 New
SAM
991
Strategy Asset Managers
California
$369K -$420 -2 -0.1%
NSAM
992
North Star Asset Management
Wisconsin
$366K – – –
WAM
993
Wolverine Asset Management
Illinois
$365K -$210K -1,000 -33%
Dodge & Cox
994
Dodge & Cox
California
$365K – – –
OWM
995
Orgel Wealth Management
Wisconsin
$365K – – –
VWMG
996
Virginia Wealth Management Group
Virginia
$365K – – –
ICCON
997
Investment Counsel Company of Nevada
Nevada
$365K +$420K +2,000 New
CI
998
CX Institutional
Indiana
$365K +$4.84K +23 +1%
SCI
999
S&CO Inc
Massachusetts
$365K -$84.1K -400 -17%
SYBT
1000
Stock Yards Bank & Trust
Kentucky
$364K -$8.41K -40 -2%