Name Holding Trade Value Shares
Change
Change in
Stake
VFA
601
Valeo Financial Advisors
Indiana
$518K – – –
SA
602
SL Advisors
New Jersey
$514K -$3.71K -22 -0.7%
Vanguard Personalized Indexing Management
603
Vanguard Personalized Indexing Management
California
$513K -$22.4K -133 -4%
FG
604
Foster Group
Iowa
$512K – – –
WSTAM
605
Wilbanks Smith & Thomas Asset Management
Virginia
$512K +$168 +1 +0%
PA
606
Pinnacle Associates
New York
$510K -$68.9K -409 -12%
HJGA
607
Hardman Johnston Global Advisors
Connecticut
$505K – – –
BWM
608
BerganKDV Wealth Management
Minnesota
$503K +$3.54K +21 +0.7%
GT
609
Glenview Trust
Kentucky
$497K – – –
ECM
610
Everence Capital Management
Indiana
$493K – – –
SP
611
Symmetry Partners
Connecticut
$492K -$324K -1,921 -40%
FMB
612
Field & Main Bank
Kentucky
$492K +$8.42K +50 +2%
TCOV
613
Trust Company of Vermont
Vermont
$487K – – –
EWM
614
Empirical Wealth Management
Washington
$484K -$103K -609 -18%
CA
615
Capitolis Advisors
New York
$484K – – –
FDCDDQ
616
Federation des caisses Desjardins du Quebec
Quebec, Canada
$483K – – –
FAT
617
First American Trust
California
$481K – – –
TRCT
618
Tower Research Capital (TRC)
New York
$480K -$1.46M -8,656 -76%
FC
619
FORA Capital
Florida
$478K -$511K -3,033 -52%
CT
620
Caldwell Trust
Florida
$470K +$253K +1,500 +125%
SC
621
Sepio Capital
Utah
$466K -$674 -4 -0.1%
UF
622
Univest Financial
Pennsylvania
$458K – – –
FHA
623
Flagship Harbor Advisors
Massachusetts
$456K -$34.5K -205 -7%
ISB
624
Iowa State Bank
Iowa
$456K -$22.7K -135 -5%
CP
625
Coho Partners
Pennsylvania
$455K – – –