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Name Holding Trade Value Shares
Change
Change in
Stake
BIP
1901
Blueprint Investment Partners
North Carolina
$515K +$212K +583 +65%
KMWM
1902
Keudell/Morrison Wealth Management
Oregon
$514K -$14.9K -41 -3%
CL
1903
CPWM LLC
Washington
$514K -$1.82K -5 -0.3%
B
1904
Bridgeworth
Alabama
$512K -$7.27K -20 -1%
ABTD
1905
Arvest Bank Trust Division
Oklahoma
$512K +$40.7K +112 +8%
BWM
1906
BerganKDV Wealth Management
Minnesota
$510K +$25.1K +69 +5%
SGK
1907
Steigerwald Gordon & Koch
Virginia
$509K +$20.4K +56 +4%
BPWM
1908
Badgley Phelps Wealth Managers
Washington
$507K +$530K +1,457 New
AWS
1909
AJ Wealth Strategies
New York
$506K
BOS
1910
Bingham Osborn & Scarborough
California
$504K +$84.4K +232 +19%
WCM
1911
Wedge Capital Management
North Carolina
$503K +$3.27K +9 +0.6%
MPI
1912
Mairs & Power Inc
Minnesota
$500K -$381K -1,047 -42%
NB
1913
Northwest Bancshares
Pennsylvania
$500K +$52.7K +145 +11%
SIM
1914
Sonora Investment Management
Arizona
$497K +$107K +294 +26%
GAG
1915
GM Advisory Group
New York
$494K -$45.8K -126 -8%
WA
1916
WBH Advisory
Maryland
$494K
WAAG
1917
Wealth Alliance Advisory Group
Kansas
$493K +$9.82K +27 +2%
MC
1918
Matisse Capital
Oregon
$492K
AIM
1919
Aigen Investment Management
New York
$491K +$514K +1,413 New
UIA
1920
UBP Investment Advisors
Switzerland
$490K -$247K -680 -32%
NJBEST
1921
New Jersey Better Educational Savings Trust
New Jersey
$490K
GIP
1922
Granite Investment Partners
California
$490K +$3.64K +10 +0.7%
ICM
1923
IMS Capital Management
Oregon
$490K +$16.4K +45 +3%
WDG
1924
Wealth Dimensions Group
Ohio
$490K +$181K +499 +55%
CCC
1925
Chelsea Counsel Company
California
$489K