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Name Holding Trade Value Shares
Change
Change in
Stake
LWM
626
Laidlaw Wealth Management
New York
$1.05M -$12.2K -229 -1%
Stock Yards Bank & Trust
627
Stock Yards Bank & Trust
Kentucky
$1.03M -$34.2K -643 -3%
SSB
628
Sandy Spring Bank
Maryland
$1.02M -$31.7K -596 -3%
BHWM
629
Bar Harbor Wealth Management
New Hampshire
$1.02M -$5K -94 -0.5%
TW
630
TrinityPoint Wealth
Connecticut
$1.01M -$12.8K -241 -1%
Dodge & Cox
631
Dodge & Cox
California
$1.01M -$10.2K -191 -1%
AFS
632
Access Financial Services
Minnesota
$1.01M +$48.7K +917 +5%
MAM
633
Mystic Asset Management
Rhode Island
$1M -$53.2K -1,000 -5%
TD Private Client Wealth
634
TD Private Client Wealth
New York
$996K -$49.6K -933 -5%
BCP
635
Blue Chip Partners
Michigan
$992K -$1.14M -21,382 -53%
CIM
636
CIM Investment Management
Pennsylvania
$984K +$2.34K +44 +0.2%
Caption Management
637
Caption Management
Oklahoma
$976K +$112K +2,100 +13%
SXL
638
Summit X LLC
Missouri
$972K -$22.1K -415 -2%
RCA
639
Reitz Capital Advisors
Michigan
$971K -$196K -3,690 -17%
SAM
640
Sawgrass Asset Management
Florida
$949K – – –
ASBI
641
American State Bank (Iowa)
Iowa
$947K -$42K -790 -4%
LSA
642
Lion Street Advisors
Texas
$947K -$957K -18,012 -52%
EP Wealth Advisors
643
EP Wealth Advisors
California
$944K +$2.6K +49 +0.2%
Confluence Wealth Services
644
Confluence Wealth Services
Pennsylvania
$939K +$98.9K +1,861 +12%
Park Avenue Securities
645
Park Avenue Securities
New York
$937K +$98.1K +1,845 +12%
CNBT
646
Canandaigua National Bank & Trust
New York
$931K -$15.1K -284 -2%
Johnson Investment Counsel
647
Johnson Investment Counsel
Ohio
$930K +$162K +3,046 +21%
RWB
648
RMR Wealth Builders
New Jersey
$928K +$1.17K +22 +0.1%
AWP
649
Ascent Wealth Partners
New York
$927K +$56.9K +1,070 +7%
Parallel Advisors
650
Parallel Advisors
California
$927K +$41.6K +782 +5%