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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
201
Weik Capital Management
Pennsylvania
$3.86M -$130 -1 -0%
BTW
202
Boston Trust Walden
Massachusetts
$3.81M -$236K -1,817 -6%
PBC
203
Pavion Blue Capital
California
$3.73M +$314K +2,416 +10%
OIA
204
OneDigital Investment Advisors
Kansas
$3.67M -$156K -1,199 -4%
BFA
205
Benedict Financial Advisors
Georgia
$3.64M +$64.7K +498 +2%
TAM
206
Tocqueville Asset Management
New York
$3.53M +$123K +946 +4%
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.53M +$182K +1,397 +6%
TCOV
208
Trust Company of Vermont
Vermont
$3.42M -$273K -2,104 -8%
SIG
209
Sky Investment Group
Connecticut
$3.39M -$195K -1,498 -6%
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$3.37M +$145K +1,113 +5%
CTA
211
Colonial Trust Advisors
South Carolina
$3.29M -$1.55M -11,942 -34%
Jones Financial Companies
212
Jones Financial Companies
Missouri
$3.29M +$1.13M +8,714 +59%
ACM
213
Aquatic Capital Management
Illinois
$3.26M +$3.01M +23,200 New
NGA
214
Naples Global Advisors
Florida
$3.23M +$363K +2,795 +14%
LCM
215
Logan Capital Management
Pennsylvania
$3.21M +$63.3K +487 +2%
SIA
216
Sit Investment Associates
Minnesota
$3.15M -$462K -3,555 -14%
JA
217
JLB & Associates
Michigan
$3.1M -$5.54M -42,609 -66%
NW
218
NewEdge Wealth
Pennsylvania
$3.05M +$319K +2,453 +13%
Brown Advisory
219
Brown Advisory
Maryland
$3.01M -$377K -2,904 -12%
Focus Partners Wealth
220
Focus Partners Wealth
Massachusetts
$2.96M +$71.5K +550 +3%
VAS
221
Vestmark Advisory Solutions
Massachusetts
$2.91M +$306K +2,354 +13%
MHIC
222
Marble Harbor Investment Counsel
Massachusetts
$2.83M +$93.6K +720 +4%
WP
223
WMS Partners
Maryland
$2.83M +$138K +1,059 +6%
KeyBank National Association
224
KeyBank National Association
Ohio
$2.78M -$90.3K -695 -3%
TPCW
225
TD Private Client Wealth
New York
$2.77M +$2.16M +16,627 +535%