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Name Holding Trade Value Shares
Change
Change in
Stake
BWAM
551
Boyd Watterson Asset Management
Ohio
$339K -$50K -3,030 -13%
WF
552
Welch & Forbes
Massachusetts
$337K -$43.9K -2,660 -11%
OIA
553
OneDigital Investment Advisors
Kansas
$330K +$259K +15,704 +347%
MYAM
554
Meiji Yasuda Asset Management
Japan
$329K +$85.7K +5,200 +35%
IIC
555
Integrated Investment Consultants
Michigan
$328K -$43.1K -2,612 -11%
NSIM
556
North Star Investment Management
Illinois
$326K – – –
FC
557
Financial Consulate
Maryland
$326K +$2.04K +124 +0.6%
BG
558
Bellevue Group
Switzerland
$319K +$323K +19,596 New
SAM
559
Silvercrest Asset Management
New York
$312K – – –
LW
560
Linscomb Wealth
Texas
$312K +$1.29K +78 +0.4%
AP
561
Advisor Partners
California
$312K +$14.5K +880 +5%
FC
562
Fayerweather Charles
$308K – – –
PK
563
Pflug Koory
Nebraska
$308K – – –
MC
564
Moors & Cabot
Massachusetts
$307K +$11.8K +716 +4%
ZCM
565
Zebra Capital Management
Connecticut
$306K -$96.9K -5,880 -24%
RGC
566
Roberts, Glore & Co
Illinois
$306K – – –
DWM
567
Dakota Wealth Management
Florida
$304K +$30.3K +1,840 +11%
CH
568
Canton Hathaway
Rhode Island
$300K +$13.2K +800 +5%
WA
569
WESPAC Advisors
California
$300K +$36.7K +2,228 +14%
IC
570
Intersect Capital
California
$294K – – –
Luther King Capital Management (LKCM)
571
Luther King Capital Management (LKCM)
Texas
$293K – – –
EAM
572
Eukles Asset Management
Ohio
$292K -$1.58K -96 -0.5%
PIM
573
Penobscot Investment Management
Massachusetts
$290K – – –
JFA
574
JNBA Financial Advisors
Minnesota
$289K -$9.86K -598 -3%
IRF
575
IBM Retirement Fund
New York
$289K +$791 +48 +0.3%