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Name Holding Trade Value Shares
Change
Change in
Stake
SJIC
551
St. James Investment Company
Texas
$471K +$71.1K +310 +18%
William Blair Investment Management
552
William Blair Investment Management
Illinois
$470K – – –
AWA
553
Arkadios Wealth Advisors
Georgia
$468K +$102K +443 +28%
Fisher Asset Management
554
Fisher Asset Management
Washington
$466K +$180K +784 +63%
SQA
555
Simon Quick Advisors
New Jersey
$464K +$464K +2,022 New
Kovitz Investment Group Partners
556
Kovitz Investment Group Partners
Illinois
$463K +$463K +2,018 New
TFS
557
Thoroughbred Financial Services
Tennessee
$462K +$115K +503 +33%
MSCM
558
McElhenny Sheffield Capital Management
Texas
$461K +$688 +3 +0.1%
MMG
559
Monetary Management Group
Missouri
$459K – – –
SAM
560
S.A. Mason
Michigan
$459K – – –
BWM
561
BlackDiamond Wealth Management
New York
$457K -$53.7K -234 -11%
ACA
562
Aptus Capital Advisors
Alabama
$454K +$14.2K +62 +3%
SFI
563
Siemens Fonds Invest
Germany
$454K – – –
WMG
564
WESCAP Management Group
California
$451K – – –
BAMF
565
BI Asset Management Fondsmaeglerselskab
Denmark
$447K -$496K -2,160 -53%
KeyBank National Association
566
KeyBank National Association
Ohio
$446K +$41.5K +181 +10%
PCA
567
Pallas Capital Advisors
Massachusetts
$442K +$1.15K +5 +0.3%
GAM
568
Grandview Asset Management
Pennsylvania
$427K +$427K +1,862 New
KFC
569
Klingenstein Fields & Co
New York
$423K -$19.3K -84 -4%
WT
570
Whittier Trust
California
$422K +$115K +500 +37%
GHAM
571
Gilman Hill Asset Management
Connecticut
$419K – – –
HIA
572
Harbor Investment Advisory
Maryland
$419K – – –
DWA
573
Douglass Winthrop Advisors
New York
$416K +$5.74K +25 +1%
GWANC
574
Guardian Wealth Advisors (North Carolina)
North Carolina
$415K +$459 +2 +0.1%
AWS
575
Atria Wealth Solutions
New York
$408K -$15.4K -67 -4%