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Name Holding Trade Value Shares
Change
Change in
Stake
VNA
776
Valley National Advisers
Pennsylvania
$1.13M -$60.1K -708 -5%
LNWWM
777
Laird Norton Wetherby Wealth Management
California
$1.13M -$266K -3,134 -19%
PH
778
Pinnacle Holdings
Oklahoma
$1.13M -$7.14K -84 -0.6%
BTI
779
Blue Trust Inc
Georgia
$1.13M -$2.15M -25,277 -66%
SL
780
Sentry LLC
Tennessee
$1.12M +$170 +2 +0%
WJWM
781
Williams Jones Wealth Management
New York
$1.12M -$73.4K -864 -6%
SIC
782
Shoker Investment Counsel
Ohio
$1.12M +$53.6K +631 +5%
ZIC
783
ZWJ Investment Counsel
Georgia
$1.12M -$91.3K -1,075 -7%
PWP
784
Private Wealth Partners
California
$1.12M -$86.1K -1,013 -7%
CFA
785
Cahill Financial Advisors
Minnesota
$1.11M -$95.7K -1,127 -8%
RAM
786
Redmond Asset Management
Virginia
$1.11M -$18K -212 -2%
MWM
787
Meridian Wealth Management
Kentucky
$1.11M +$765 +9 +0.1%
ERIM
788
Eagle Ridge Investment Management
Connecticut
$1.11M
FTC
789
Farmers Trust Company
Ohio
$1.1M +$29.5K +347 +3%
RIL
790
Rothschild Investment LLC
Illinois
$1.1M +$9.43K +111 +0.8%
LWAM
791
Legacy Wealth Asset Management
Minnesota
$1.1M -$59K -695 -5%
BCFD
792
Boit C.F. David
$1.1M
PAM
793
Panagora Asset Management
Massachusetts
$1.09M -$12.9M -151,684 -92%
OQS
794
Occudo Quantitative Strategies
Florida
$1.09M -$5.1M -60,072 -82%
MIP
795
Marietta Investment Partners
Wisconsin
$1.09M
PAG
796
Private Advisory Group
Washington
$1.09M -$376K -4,423 -25%
NSIM
797
North Star Investment Management
Illinois
$1.09M
FTDI
798
First Trust Direct Indexing
Massachusetts
$1.08M -$5.18K -61 -0.5%
BA
799
Ballast Advisors
Minnesota
$1.07M -$122K -1,431 -10%
LDB
800
Lee, Danner & Bass
Tennessee
$1.07M -$22.6K -266 -2%