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Name Holding Trade Value Shares
Change
Change in
Stake
BE
501
Bonness Enterprises
District of Columbia
$950K -$15.3K -341 -2%
BIM
502
Bridges Investment Management
Nebraska
$947K -$72.8K -1,620 -7%
SAM
503
Shell Asset Management
Netherlands
$947K +$15.8K +351 +2%
HFS
504
Haverford Financial Services
Pennsylvania
$946K
PP
505
Palladium Partners
Virginia
$941K +$28.4K +633 +3%
FI
506
FormulaFolio Investments
Michigan
$941K +$194K +4,324 +28%
CNC
507
Canandaigua National Corp
New York
$937K -$75.9K -1,691 -8%
CFB
508
Cullen/Frost Bankers
Texas
$935K -$19.3K -429 -2%
ANTB
509
AMG National Trust Bank
Colorado
$935K +$2.2K +49 +0.2%
TCBWMS
510
Texas Capital Bank Wealth Management Services
Texas
$934K +$891K +19,841 New
OWP
511
Obermeyer Wealth Partners
Colorado
$928K +$38K +845 +4%
TIA
512
Trust Investment Advisors
Indiana
$927K +$37K +823 +4%
EWA
513
Exencial Wealth Advisors
Oklahoma
$917K +$289K +6,427 +49%
CT
514
Coastline Trust
Rhode Island
$915K +$31.2K +695 +4%
CCM
515
Cadence Capital Management
Massachusetts
$913K -$202K -4,489 -19%
KRSITF
516
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$913K +$53.6K +1,194 +7%
SWP
517
Stratos Wealth Partners
Ohio
$907K -$28.7K -638 -3%
LCM
518
Logan Capital Management
Pennsylvania
$906K -$215K -4,792 -20%
Acadian Asset Management
519
Acadian Asset Management
Massachusetts
$906K +$301K +6,705 +53%
QI
520
QS Investors
New York
$905K -$53.4K -1,190 -6%
PI
521
Pettee Investors
Connecticut
$905K
CCM
522
Covington Capital Management
California
$903K -$38K -846 -4%
BRWA
523
B. Riley Wealth Advisors
Florida
$902K -$260K -5,781 -23%
SAM
524
Silvercrest Asset Management
New York
$900K -$34.7K -773 -4%
NB
525
Northwest Bancshares
Pennsylvania
$893K -$25.6K -570 -3%