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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1876
Sompo Asset Management
Japan
$808K -$357K -890 -30%
CCMG
1877
Clark Capital Management Group
Pennsylvania
$806K +$148K +369 +22%
WOC
1878
West Oak Capital
California
$806K – – –
AP
1879
Adero Partners
California
$806K +$204K +507 +33%
Jones Financial Companies
1880
Jones Financial Companies
Missouri
$805K +$4.42K +11 +0.5%
BBNB
1881
Baker Boyer National Bank
Washington
$805K +$417K +1,040 +105%
FMB
1882
Field & Main Bank
Kentucky
$804K +$46.6K +116 +6%
AWM
1883
Aprio Wealth Management
Georgia
$799K -$21.7K -54 -3%
AM
1884
Atwater Malick
Pennsylvania
$796K – – –
MFG
1885
MidWestOne Financial Group
Iowa
$795K – – –
BCM
1886
Boltwood Capital Management
California
$795K -$24.9K -62 -3%
MCM
1887
Monument Capital Management
Virginia
$794K +$58.6K +146 +8%
CIP
1888
Convergence Investment Partners
Florida
$793K +$19.7K +49 +3%
PBK
1889
Peoples Bank (Kansas)
Kansas
$793K +$804K +2,003 New
SW
1890
SteelPeak Wealth
California
$793K -$10.8K -27 -1%
VST
1891
Van Strum & Towne
California
$792K – – –
FMN
1892
Financial Management Network
California
$791K – – –
WW
1893
Waterfront Wealth
Kansas
$791K – – –
ARG
1894
Advisory Resource Group
Oklahoma
$791K +$30.5K +76 +4%
HWM
1895
Hemington Wealth Management
Virginia
$787K +$181K +450 +29%
BWP
1896
BSW Wealth Partners
Colorado
$783K -$32.1K -80 -4%
PA
1897
PSI Advisors
Florida
$783K -$37.7K -94 -5%
VDBMI
1898
Van Den Berg Management I
Texas
$783K -$2.81K -7 -0.4%
BAM
1899
Byrne Asset Management
New Jersey
$783K +$4.42K +11 +0.6%
RIL
1900
Rothschild Investment LLC
Illinois
$783K +$110K +275 +16%