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Name Holding Trade Value Shares
Change
Change in
Stake
WIC
901
Wilkins Investment Counsel
Massachusetts
$507K +$89.1K +1,613 +23%
WIM
902
WealthPlan Investment Management
Nebraska
$502K +$442 +8 +0.1%
R.M. Davis Inc
903
R.M. Davis Inc
Maine
$496K +$90.7K +1,642 +24%
CC
904
Cadinha & Co
Hawaii
$496K – – –
GLA
905
Good Life Advisors
Pennsylvania
$495K +$9.39K +170 +2%
Smithfield Trust
906
Smithfield Trust
Pennsylvania
$492K – – –
CWG
907
Cornerstone Wealth Group
North Carolina
$490K +$467K +8,452 New
Prudential plc
908
Prudential plc
United Kingdom
$486K -$1.16M -20,993 -71%
TT
909
TI-Trust
Illinois
$485K – – –
Choate Investment Advisors
910
Choate Investment Advisors
Massachusetts
$479K +$31.9K +578 +8%
FSA
911
Franklin Street Advisors
North Carolina
$479K – – –
WFM
912
Wolff Financial Management
Michigan
$479K – – –
CAM
913
Cidel Asset Management
Ontario, Canada
$474K +$42.3K +766 +10%
WAP
914
Wealthcare Advisory Partners
Pennsylvania
$472K +$103K +1,856 +30%
Duff & Phelps Investment Management
915
Duff & Phelps Investment Management
Illinois
$471K +$17.4K +315 +4%
Farther Finance Advisors
916
Farther Finance Advisors
California
$471K +$18.3K +331 +4%
FC
917
FORA Capital
Florida
$471K -$4.03M -72,934 -90%
PIM
918
Penobscot Investment Management
Massachusetts
$470K +$8.29K +150 +2%
BFO
919
Biltmore Family Office
North Carolina
$466K – – –
VSQM
920
V-Square Quantitative Management
Illinois
$465K +$155K +2,812 +54%
BCP
921
Blue Chip Partners
Michigan
$464K -$80.6K -1,458 -15%
MPAM
922
Murphy Pohlad Asset Management
Minnesota
$463K – – –
SP
923
Symmetry Partners
Connecticut
$462K – – –
USB
924
Union Savings Bank
Connecticut
$460K +$63.6K +1,150 +17%
CF
925
Centaurus Financial
California
$460K -$6.85K -124 -2%