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Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1476
JGP Wealth Management
Oregon
$362K -$862K -5,865 -70%
BPWM
1477
Badgley Phelps Wealth Managers
Washington
$361K -$22K -150 -6%
PWM
1478
Paulson Wealth Management
Illinois
$360K -$16K -109 -4%
CGA
1479
Crescent Grove Advisors
Illinois
$360K -$20.9K -142 -5%
CCA
1480
Cobblestone Capital Advisors
New York
$359K -$21.5K -146 -6%
AOWM
1481
Alpha Omega Wealth Management
Virginia
$357K -$16.2K -110 -4%
FI
1482
Finivi Inc
Massachusetts
$357K – – –
MCC
1483
Money Concepts Capital
Florida
$357K +$21.5K +146 +6%
CB
1484
Cadence Bank
Mississippi
$354K -$12.5K -85 -3%
DDC
1485
DF Dent & Co
Maryland
$353K -$446K -3,037 -56%
WPW
1486
Waldron Private Wealth
Pennsylvania
$353K -$392K -2,666 -53%
LF
1487
Lantz Financial
Illinois
$353K -$9.99K -68 -3%
Kayne Anderson Rudnick Investment Management
1488
Kayne Anderson Rudnick Investment Management
California
$352K -$1.91K -13 -0.5%
BSA
1489
Bull Street Advisors
Georgia
$352K – – –
FFA
1490
Fragasso Financial Advisors
Pennsylvania
$352K +$8.38K +57 +2%
RMF
1491
Red Mountain Financial
Colorado
$352K -$19.5K -133 -5%
MAWA
1492
Moss Adams Wealth Advisors
Washington
$351K +$79.6K +542 +29%
BIA
1493
Bigelow Investment Advisors
Maine
$351K -$1.47K -10 -0.4%
KFA
1494
Kelleher Financial Advisors
New York
$350K +$350K +2,383 New
DOA
1495
D'Orazio & Associates
Virginia
$349K +$8.08K +55 +2%
CPA
1496
Cardiff Park Advisors
California
$348K +$147 +1 +0%
CFP
1497
Catalyst Financial Partners
Massachusetts
$347K -$147 -1 -0%
AMBIA
1498
Allen Mooney & Barnes Investment Advisors
Georgia
$346K -$6.17K -42 -2%
BBNA
1499
Bremer Bank National Association
Minnesota
$345K – – –
PHIC
1500
Pine Haven Investment Counsel
Massachusetts
$345K -$48.8K -332 -12%