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Name Holding Trade Value Shares
Change
Change in
Stake
SLG
501
Stanley-Laman Group
Pennsylvania
$1.59M +$251K +4,106 +17%
FNBT
502
FineMark National Bank & Trust
Florida
$1.59M -$67.8K -1,108 -4%
WSFS
503
Wilmington Savings Fund Society
Delaware
$1.58M -$56.3K -920 -3%
BOTW
504
Bank of the West
California
$1.56M +$37.5K +613 +2%
SGCA
505
Steel Grove Capital Advisors
Tennessee
$1.56M +$82.9K +1,355 +5%
GG
506
Gofen & Glossberg
Illinois
$1.56M -$64.6K -1,055 -4%
VFA
507
Valeo Financial Advisors
Indiana
$1.56M +$745K +12,177 +81%
HIC
508
Holderness Investments Company
North Carolina
$1.56M -$59.8K -977 -3%
CCG
509
Ceeto Capital Group
Florida
$1.54M
MFS
510
Mirabella Financial Services
United Kingdom
$1.53M +$1.63M +26,655 New
FNT
511
First National Trust
Pennsylvania
$1.52M -$19.1K -312 -1%
TA
512
Tiedemann Advisors
New York
$1.52M -$1.03M -16,907 -39%
JWM
513
Jeppson Wealth Management
California
$1.52M +$347K +5,671 +27%
CAAS
514
Capital Asset Advisory Services
Michigan
$1.5M +$35.8K +585 +2%
SWM
515
SeaCrest Wealth Management
New York
$1.5M +$62.4K +1,020 +4%
HVP
516
Hudson Value Partners
Florida
$1.5M -$32.3K -527 -2%
1SB
517
1ST Source Bank
Indiana
$1.48M +$158K +2,581 +11%
Dodge & Cox
518
Dodge & Cox
California
$1.47M -$26.3K -429 -2%
EFS
519
Essex Financial Services
Connecticut
$1.46M +$866K +14,144 +127%
TNAM
520
Terra Nova Asset Management
New York
$1.45M +$65.9K +1,076 +4%
GF
521
Gabelli Funds
New York
$1.44M
PP
522
Patten & Patten
Tennessee
$1.44M +$152K +2,482 +11%
Fayez Sarofim & Co
523
Fayez Sarofim & Co
Texas
$1.42M +$86.2K +1,408 +6%
SDIC
524
South Dakota Investment Council
South Dakota
$1.41M
VAS
525
Vestmark Advisory Solutions
Massachusetts
$1.4M +$69.7K +1,138 +5%