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Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
401
Creative Planning
Kansas
$535K -$105K -1,068 -16%
DCLA
402
Douglas C. Lane & Associates
New York
$529K -$49K -500 -8%
CCM
403
Catawba Capital Management
Virginia
$525K -$49K -500 -8%
ECM
404
Everence Capital Management
Indiana
$517K +$165K +1,680 +46%
PAG
405
Private Advisor Group
New Jersey
$514K +$15.1K +154 +3%
OWP
406
Obermeyer Wealth Partners
Colorado
$513K +$9.81K +100 +2%
KRSITF
407
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$512K +$8.24K +84 +2%
BBHC
408
Brown Brothers Harriman & Co
New York
$507K
Federated Hermes
409
Federated Hermes
Pennsylvania
$501K -$349K -3,556 -41%
DC
410
Davenport & Co
Virginia
$500K +$3.92K +40 +0.8%
MERSOM
411
Municipal Employees' Retirement System of Michigan
Michigan
$497K
FTIOP
412
Fiduciary Trust International of Pennsylvania
Pennsylvania
$491K -$24.5K -250 -5%
HIC
413
Harvey Investment Company
Kentucky
$488K
SOAMC
414
Spirit of America Management Corp
New York
$482K
VFA
415
Virtus Fund Advisers
Connecticut
$475K +$478K +4,874 New
VIM
416
Veritas Investment Management
United Kingdom
$469K -$69.6K -710 -13%
MHC
417
Meyer Handelman Company
New York
$467K
BF
418
BOK Financial
Oklahoma
$461K -$285K -2,907 -38%
RWM
419
RKL Wealth Management
Pennsylvania
$460K +$58K +591 +14%
PA
420
Profund Advisors
Maryland
$459K +$56.4K +575 +14%
RMDI
421
R.M. Davis Inc
Maine
$459K +$142K +1,448 +44%
PP
422
Paloma Partners
Connecticut
$452K +$50.1K +511 +12%
WFM
423
Wilmington Funds Management
Delaware
$452K +$118K +1,200 +35%
PCM
424
Parsons Capital Management
Rhode Island
$445K
BFS
425
Bradley Foster & Sargent
Connecticut
$441K +$73.6K +750 +20%