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Name Holding Trade Value Shares
Change
Change in
Stake
DSA
451
Davis Selected Advisers
Arizona
$481K
SXL
452
Summit X LLC
Missouri
$476K +$5.32K +40 +1%
VAS
453
Vestmark Advisory Solutions
Massachusetts
$476K +$58.4K +439 +13%
GD
454
Grandfield & Dodd
New York
$470K
SP
455
Symmetry Partners
Connecticut
$463K -$95.2K -715 -16%
KC
456
Kinloch Capital
Virginia
$462K
RG
457
Rathbones Group
United Kingdom
$461K
BP
458
Ballentine Partners
Massachusetts
$457K +$1.46K +11 +0.3%
AUB
459
Atlantic Union Bankshares
Virginia
$455K +$2.66K +20 +0.6%
CCP
460
Corient Capital Partners
California
$449K +$21.4K +161 +5%
CCFCSB
461
Cape Cod Five Cents Savings Bank
Massachusetts
$448K +$266 +2 +0.1%
EWA
462
Encompass Wealth Advisors
Oregon
$447K -$240K -1,800 -34%
LNWWM
463
Laird Norton Wetherby Wealth Management
California
$433K -$5.72K -43 -1%
FNBT
464
FineMark National Bank & Trust
Florida
$430K +$3.33K +25 +0.7%
APP
465
Alpha Paradigm Partners
Illinois
$430K +$327K +2,454 +271%
LBC
466
Lowe Brockenbrough & Co
Virginia
$429K +$446K +3,352 New
Vanguard Personalized Indexing Management
467
Vanguard Personalized Indexing Management
California
$426K +$67.3K +506 +18%
SAM
468
Summit Asset Management
Tennessee
$420K
GT
469
Greenleaf Trust
Michigan
$414K +$8.12K +61 +2%
SBIA
470
Sheaff Brock Investment Advisors
Indiana
$411K
JFL
471
Jarislowsky, Fraser Ltd
Quebec, Canada
$408K
PA
472
Profund Advisors
Maryland
$406K -$78.4K -589 -16%
KA
473
Klingman & Associates
New York
$401K -$21.8K -164 -5%
CCM
474
Canal Capital Management
Virginia
$399K +$19.6K +147 +5%
PWW
475
Pettyjohn Wood & White
Virginia
$393K -$3.33K -25 -0.8%