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Name Holding Trade Value Shares
Change
Change in
Stake
FBB
651
Fulton Breakefield Broenniman
Maryland
$222K +$222K +5,357 New
AP
652
Appleton Partners
Massachusetts
$222K -$255K -6,164 -53%
OPCM
653
Osborne Partners Capital Management
California
$218K +$217K +5,250 New
CA
654
Clearstead Advisors
Ohio
$215K -$1.49K -36 -0.7%
CA
655
Centerpoint Advisors
Massachusetts
$214K
WSTAM
656
Wilbanks Smith & Thomas Asset Management
Virginia
$213K -$61.2K -1,478 -22%
MHS
657
M Holdings Securities
Oregon
$213K +$211K +5,095 New
VAS
658
Vestmark Advisory Solutions
Massachusetts
$211K +$210K +5,078 New
PFS
659
Prospera Financial Services
Texas
$211K +$210K +5,077 New
NHC
660
Nicholas Hoffman & Company
Georgia
$209K +$209K +5,035 New
WF
661
Welch & Forbes
Massachusetts
$208K -$137K -3,300 -40%
SWP
662
Stratos Wealth Partners
Ohio
$206K +$206K +4,976 New
PA
663
Pinnacle Associates
New York
$206K +$206K +4,973 New
VanEck Associates
664
VanEck Associates
New York
$206K +$206K +4,979 New
SCM
665
Stevens Capital Management
Pennsylvania
$205K +$205K +4,941 New
CI
666
Conning Inc
Connecticut
$205K +$205K +4,939 New
GBT
667
Grove Bank & Trust
Florida
$204K +$204K +4,919 New
WTB
668
Washington Trust Bank
Washington
$203K +$202K +4,884 New
FTC
669
Farmers Trust Company
Ohio
$203K +$203K +4,898 New
ACM
670
Advisors Capital Management
New Jersey
$202K -$28.4K -686 -12%
CFG
671
Cooper Financial Group
California
$202K +$202K +4,869 New
AIM
672
Anchor Investment Management
South Carolina
$199K -$1.86K -45 -0.9%
SSG
673
Summit Securities Group
New York
$199K -$182K -4,405 -48%
Dimensional Fund Advisors
674
Dimensional Fund Advisors
Texas
$183K -$15M -362,203 -8%
ST
675
Smithfield Trust
Pennsylvania
$182K -$1.66K -40 -0.9%