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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
1251
Lebenthal Asset Management
New York
$579K +$12.6K +134 +2%
CCG
1252
Cypress Capital Group
Florida
$579K +$174K +1,845 +40%
RCAMU
1253
Rothschild & Co Asset Management US
Connecticut
$572K +$209K +2,215 +53%
CL
1254
CPWM LLC
Washington
$570K -$4.81K -51 -0.8%
CFA
1255
Carroll Financial Associates
North Carolina
$569K – – –
KCPG
1256
Kavar Capital Partners Group
Kansas
$568K +$19.2K +203 +3%
GI
1257
Glovista Investments
New Jersey
$565K +$217K +2,301 +57%
CCP
1258
Corient Capital Partners
California
$565K +$600K +6,353 New
MMPW
1259
Mitchell McLeod Pugh & Williams
Alabama
$558K +$94 +1 +0%
JFA
1260
Johanson Financial Advisors
California
$557K +$23.5K +249 +4%
PAM
1261
Palisade Asset Management
Minnesota
$556K – – –
BHBT
1262
Burke & Herbert Bank & Trust
Virginia
$556K +$1.98K +21 +0.3%
BWM
1263
BerganKDV Wealth Management
Minnesota
$556K +$589K +6,245 New
HCM
1264
Hutner Capital Management
Vermont
$548K +$582K +6,161 New
SG
1265
Swarthmore Group
Pennsylvania
$547K – – –
SAM
1266
Shamrock Asset Management
Texas
$539K -$10.9K -115 -2%
AIM
1267
Acropolis Investment Management
Missouri
$536K -$6.61K -70 -1%
WHI
1268
William Harris Investors
Illinois
$536K – – –
III
1269
Independent Investors Inc
New York
$535K +$1.89K +20 +0.3%
FRM
1270
Fox Run Management
Connecticut
$534K +$293K +3,100 +107%
FMWA
1271
Forvis Mazars Wealth Advisors
Missouri
$533K -$188K -1,992 -25%
SS
1272
Simplicity Solutions
Minnesota
$532K -$944 -10 -0.2%
KL
1273
KWMG LLC
Kansas
$532K +$104K +1,101 +23%
KLWA
1274
Kelly Lawrence W & Associates
California
$531K -$6.61K -70 -1%
SFWA
1275
Summit Financial Wealth Advisors
Louisiana
$527K +$334K +3,543 +149%
49 50
51
52 53