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Name Holding Trade Value Shares
Change
Change in
Stake
WCM
576
Wunderlich Capital Managemnt
Tennessee
$1.1M +$1.12M +5,913 New
Atlantic Union Bankshares
577
Atlantic Union Bankshares
Virginia
$1.1M -$621K -3,275 -36%
CWM
578
Cabot Wealth Management
Massachusetts
$1.1M -$99.3K -524 -8%
Great Valley Advisor Group
579
Great Valley Advisor Group
Delaware
$1.09M +$10.8K +57 +1%
NB
580
NBT Bank
New York
$1.08M +$160K +842 +17%
OM
581
OV Management
Minnesota
$1.08M +$1.1M +5,800 New
MWM
582
Massachusetts Wealth Management
Massachusetts
$1.08M -$31.8K -168 -3%
GAA
583
Guardian Asset Advisors
Pennsylvania
$1.08M +$1.1M +5,790 New
SW
584
SlateStone Wealth
Florida
$1.08M -$46K -243 -4%
Stratos Wealth Partners
585
Stratos Wealth Partners
Ohio
$1.07M -$59.5K -314 -5%
Avantax Advisory Services
586
Avantax Advisory Services
Texas
$1.06M -$131K -690 -11%
Maverick Capital
587
Maverick Capital
Texas
$1.06M +$1.08M +5,707 New
RC
588
Roundview Capital
New Jersey
$1.06M -$455K -2,402 -30%
Kayne Anderson Rudnick Investment Management
589
Kayne Anderson Rudnick Investment Management
California
$1.04M – – –
LD
590
Lipe & Dalton
New York
$1.04M +$379 +2 +0%
IFS
591
Intelligent Financial Strategies
Minnesota
$1.04M +$189 +1 +0%
SOS
592
Silver Oak Securities
Tennessee
$1.03M +$1.04M +5,513 +78,757%
SFG
593
Summit Financial Group
West Virginia
$1.02M – – –
UMB Bank
594
UMB Bank
Missouri
$1.01M -$28.4K -150 -3%
Fort Washington Investment Advisors
595
Fort Washington Investment Advisors
Ohio
$1M – – –
BCV
596
Banque Cantonale Vaudoise
Switzerland
$996K -$197K -1,041 -16%
KRSITF
597
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$996K -$6.44K -34 -0.6%
WhitTier Trust Company
598
WhitTier Trust Company
Nevada
$993K – – –
AR
599
Advisory Research
Illinois
$988K -$164K -863 -14%
NS
600
NBC Securities
Alabama
$982K +$101K +533 +11%