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Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
676
J.W. Coons Advisors
Ohio
$368K – – –
CIC
677
Carnegie Investment Counsel
Ohio
$363K -$52.4K -175 -12%
LPT
678
Legacy Private Trust
Wisconsin
$363K -$37.7K -126 -9%
HI
679
Horizon Investments
North Carolina
$363K -$10.2K -34 -2%
BCM
680
BTR Capital Management
California
$357K – – –
DY
681
Dowling & Yahnke
California
$357K – – –
CAN
682
Cetera Advisor Networks
California
$355K -$15.9K -53 -4%
SWA
683
Stratos Wealth Advisors
Ohio
$352K – – –
KCM
684
Kendall Capital Management
Maryland
$349K -$38.9K -130 -9%
Fayez Sarofim & Co
685
Fayez Sarofim & Co
Texas
$349K -$6.58K -22 -2%
MCM
686
Maple Capital Management
Vermont
$344K -$23.9K -80 -6%
LAS
687
LWM Advisory Services
Florida
$344K +$39.8K +133 +12%
BOTW
688
Bank of the West
California
$343K -$59.8K -200 -14%
PHAM
689
Palisades Hudson Asset Management
Florida
$342K – – –
TCOV
690
Trust Company of Vermont
Vermont
$342K +$50.6K +169 +15%
PCP
691
Proficio Capital Partners
Massachusetts
$339K +$6.88K +23 +2%
Federated Hermes
692
Federated Hermes
Pennsylvania
$337K -$33.8K -113 -8%
TCM
693
Tributary Capital Management
Nebraska
$333K -$7.48K -25 -2%
BCM
694
Boltwood Capital Management
California
$329K -$23.9K -80 -6%
CSI
695
Cross Staff Investments
New York
$326K – – –
WB
696
Webster Bank
Connecticut
$326K – – –
OTL
697
Oak Thistle LLC
New York
$320K +$78.4K +262 +29%
SICM
698
Sustainable Insight Capital Management
New York
$319K -$25.4K -85 -7%
NAM
699
NorthCrest Asset Manangement
Minnesota
$318K – – –
BTWM
700
Baker Tilly Wealth Management
Wisconsin
$318K +$57.4K +192 +20%