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Name Holding Trade Value Shares
Change
Change in
Stake
KAS
226
Kestra Advisory Services
Texas
$4.75M -$199K -1,211 -4%
GRQ
227
Gardner Russo & Quinn
Pennsylvania
$4.74M -$41K -250 -0.8%
UB
228
UMB Bank
Missouri
$4.7M +$12.3K +75 +0.3%
CIC
229
Cincinnati Indemnity Company
Ohio
$4.55M
HEIP
230
Hudson Edge Investment Partners
New Jersey
$4.53M +$204K +1,241 +4%
HNB
231
Huntington National Bank
Ohio
$4.52M -$51.2K -312 -1%
GD
232
Grandfield & Dodd
New York
$4.44M -$12.3K -75 -0.3%
Capital Fund Management (CFM)
233
Capital Fund Management (CFM)
France
$4.27M -$3.78M -23,011 -46%
BWM
234
BerganKDV Wealth Management
Minnesota
$4.21M +$331K +2,019 +8%
DSC
235
Duncker Streett & Co
Missouri
$4.15M -$375K -2,283 -8%
PI
236
Putnam Investments
Massachusetts
$4.15M +$101K +616 +2%
Cambridge Investment Research Advisors
237
Cambridge Investment Research Advisors
Iowa
$4.13M +$403K +2,455 +10%
ACP
238
Ashfield Capital Partners
California
$4.12M -$4.26K -26 -0.1%
Allspring Global Investments
239
Allspring Global Investments
North Carolina
$4.08M -$69.6K -424 -2%
TCM
240
Twin Capital Management
Pennsylvania
$4.07M -$130K -790 -3%
SIA
241
Sit Investment Associates
Minnesota
$4.06M -$4.59M -27,975 -52%
PCA
242
Providence Capital Advisors
North Carolina
$4.05M +$623K +3,800 +17%
EWA
243
EP Wealth Advisors
California
$4.02M -$82.4K -502 -2%
URS
244
Utah Retirement Systems
Utah
$4M -$82K -500 -2%
FEG
245
Financial Enhancement Group
Indiana
$3.97M -$7.82M -47,677 -65%
TVWM
246
Tower View Wealth Management
Wisconsin
$3.97M +$94K +573 +2%
AI
247
Atria Investments
North Carolina
$3.94M -$102K -624 -2%
AT
248
American Trust
Kentucky
$3.94M -$36.6K -223 -0.9%
IAA
249
Independent Advisor Alliance
North Carolina
$3.9M +$48.4K +295 +1%
LIP
250
Lighthouse Investment Partners
Florida
$3.88M -$1.91M -11,619 -32%