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Name Holding Trade Value Shares
Change
Change in
Stake
EF
776
Empirical Finance
Pennsylvania
$421K +$69.4K +1,344 +22%
MIP
777
Marietta Investment Partners
Wisconsin
$420K
MP
778
McDonald Partners
Ohio
$420K +$391K +7,571 New
TBNY
779
Trustco Bank (New York)
New York
$418K +$55.2K +1,069 +17%
APW
780
Aurora Private Wealth
New Jersey
$416K -$49.6K -960 -11%
SM
781
Sciencast Management
New Jersey
$413K +$361K +7,000 New
BFPW
782
BOK Financial Private Wealth
Colorado
$412K +$383K +7,415 New
BHBT
783
Burke & Herbert Bank & Trust
Virginia
$411K -$23K -446 -6%
LWM
784
Laidlaw Wealth Management
New York
$411K +$135K +2,623 +55%
MG
785
Meritage Group
California
$410K +$382K +7,390 New
BFO
786
Boston Family Office
Massachusetts
$409K
GAMA
787
Graticule Asia Macro Advisors
New York
$407K +$378K +7,330 New
EP
788
Elkhorn Partners
Nebraska
$405K -$67.1K -1,300 -15%
BCWM
789
Bartlett & Co Wealth Management
Ohio
$404K +$981 +19 +0.3%
BC
790
Bartlett & Co
Ohio
$404K +$981 +19 +0.3%
BIAS
791
Beacon Investment Advisory Services
New Jersey
$403K -$206K -3,986 -35%
MAM
792
Meeder Asset Management
Ohio
$402K -$909K -17,605 -71%
SLF
793
Sun Life Financial
Ontario, Canada
$400K -$594K -11,507 -62%
GI
794
Gradient Investments
Minnesota
$397K -$1.24K -24 -0.3%
SOAMC
795
Spirit of America Management Corp
New York
$394K -$46.5K -900 -11%
QCM
796
Quest Capital Management
Texas
$394K -$22.9K -443 -6%
IAMOG
797
Investors Asset Management of Georgia
Georgia
$392K +$4.34K +84 +1%
SA
798
Strategic Advisors
New York
$391K -$33.1K -641 -9%
IF
799
Intrua Financial
Texas
$391K +$19.5K +378 +6%
BBNA
800
Bremer Bank National Association
Minnesota
$390K +$362K +7,020 New