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Name Holding Trade Value Shares
Change
Change in
Stake
EF
951
Empirical Finance
Pennsylvania
$1.77M +$472K +3,168 +36%
KWM
952
Kingsview Wealth Management
Oregon
$1.77M +$162K +1,086 +10%
RIL
953
Rothschild Investment LLC
Illinois
$1.76M
UBV
954
United Bank (Virginia)
Virginia
$1.75M
SIA
955
Sit Investment Associates
Minnesota
$1.75M -$160K -1,076 -8%
MOS
956
MGO One Seven
Ohio
$1.74M +$404K +2,711 +30%
GFA
957
Gifford Fong Associates
California
$1.73M
MIC
958
Meridian Investment Counsel
California
$1.73M +$61.8K +415 +4%
MGWM
959
Marks Group Wealth Management
Minnesota
$1.73M +$738K +4,951 +74%
JG
960
Jefferies Group
New York
$1.72M +$1.73M +11,601 New
CWM
961
Congress Wealth Management
Massachusetts
$1.71M +$1.72M +11,546 New
IRF
962
IBM Retirement Fund
New York
$1.71M -$1.2M -8,028 -41%
OAM
963
Occidental Asset Management
California
$1.71M +$97K +651 +6%
MPPW
964
Mitchell & Pahl Private Wealth
Oklahoma
$1.71M +$55.4K +372 +3%
RB
965
Rodgers Brothers
Pennsylvania
$1.7M -$184K -1,232 -10%
SCP
966
Seizert Capital Partners
Michigan
$1.7M +$77.5K +520 +5%
SF
967
Symphony Financial
Texas
$1.7M -$719K -4,825 -30%
CG
968
Caprock Group
Idaho
$1.7M -$994K -6,671 -37%
Aristotle Capital Management
969
Aristotle Capital Management
California
$1.7M -$894 -6 -0.1%
WCBA
970
Weaver C. Barksdale & Associates
Tennessee
$1.69M +$1.7M +11,381 New
FAIM
971
Financial Advocates Investment Management
Washington
$1.68M -$136K -912 -7%
SC
972
SouthState Corp
Florida
$1.68M +$21.9K +147 +1%
GC
973
Grimes & Company
Massachusetts
$1.67M -$15.6K -105 -0.9%
VNA
974
Valley National Advisers
Pennsylvania
$1.67M +$493K +3,308 +42%
WAM
975
Weatherly Asset Management
California
$1.67M