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Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
251
Dodge & Cox
California
$2.58M
PBC
252
Pavion Blue Capital
California
$2.57M +$190 +1 +0%
EWA
253
Exencial Wealth Advisors
Oklahoma
$2.53M -$16.9K -89 -0.6%
CHAM
254
Clear Harbor Asset Management
Connecticut
$2.5M +$23.4K +123 +0.9%
RCM
255
Radnor Capital Management
Pennsylvania
$2.5M -$25.5K -134 -0.9%
ASN
256
Advisory Services Network
Georgia
$2.47M +$177K +928 +7%
WTC
257
WhitTier Trust Company
Nevada
$2.45M -$300K -1,578 -10%
William Blair Investment Management
258
William Blair Investment Management
Illinois
$2.44M +$2.66M +14,002 New
MC
259
Moors & Cabot
Massachusetts
$2.43M -$37.9K -199 -1%
SVWAG
260
Sound View Wealth Advisors Group
Georgia
$2.41M -$76.7K -403 -3%
SYBT
261
Stock Yards Bank & Trust
Kentucky
$2.41M +$2.25M +11,824 +583%
LNWWM
262
Laird Norton Wetherby Wealth Management
California
$2.4M -$171K -899 -6%
BG
263
Bahl & Gaynor
Ohio
$2.4M -$25.3K -133 -1%
CB
264
Commerce Bank
Missouri
$2.38M +$71K +373 +3%
MAM
265
Madison Asset Management
Wisconsin
$2.38M -$200K -1,053 -7%
HA
266
Hamel Associates
New Jersey
$2.37M -$1.29M -6,797 -33%
BZWA
267
Blue Zone Wealth Advisors
California
$2.35M -$1.9K -10 -0.1%
WC
268
Westhampton Capital
North Carolina
$2.28M +$190 +1 +0%
NIC
269
Northwest Investment Counselors
Oregon
$2.26M -$61.8K -325 -2%
CGH
270
Crossmark Global Holdings
Texas
$2.23M +$48.5K +255 +2%
IIM
271
Ipswich Investment Management
Massachusetts
$2.22M -$45.5K -239 -2%
NGA
272
Naples Global Advisors
Florida
$2.22M +$18.3K +96 +0.8%
MAM
273
Mystic Asset Management
Rhode Island
$2.21M +$119K +625 +5%
BCM
274
Brookmont Capital Management
Texas
$2.2M -$39.8K -209 -2%
WCF
275
West Coast Financial
California
$2.19M +$20.5K +108 +0.9%