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Name Holding Trade Value Shares
Change
Change in
Stake
MIP
1251
Marietta Investment Partners
Wisconsin
$4.2M +$258K +2,000 +6%
SGA
1252
Strategic Global Advisors
California
$4.2M +$4.37M +33,913 New
WKWM
1253
Walter & Keenan Wealth Management
Indiana
$4.19M +$14.9K +116 +0.3%
PWW
1254
Pettyjohn Wood & White
Virginia
$4.19M +$21.8K +169 +0.5%
IB
1255
Intrust Bank
Kansas
$4.17M +$140K +1,087 +3%
PDL
1256
Portfolio Design Labs
California
$4.16M +$401K +3,114 +10%
TCWA
1257
Turtle Creek Wealth Advisors
Texas
$4.15M +$920K +7,140 +27%
FTWA
1258
Fifth Third Wealth Advisors
Ohio
$4.14M +$949K +7,364 +28%
PRS
1259
Pinkerton Retirement Specialists
Idaho
$4.14M +$274K +2,124 +7%
LWM
1260
Lodestone Wealth Management
Washington
$4.13M -$119K -926 -3%
SAM
1261
Synergy Asset Management
Washington
$4.13M +$589K +4,569 +16%
GL
1262
Graypoint LLC
New York
$4.12M -$590K -4,582 -12%
VT
1263
Vise Technologies
New York
$4.1M +$22.8K +177 +0.5%
WT
1264
Washington Trust
Rhode Island
$4.1M -$195K -1,514 -4%
BB
1265
Berkshire Bank
Massachusetts
$4.09M -$299K -2,321 -7%
MWM
1266
Mission Wealth Management
California
$4.09M +$383K +2,977 +10%
TCPG
1267
Trivant Custom Portfolio Group
California
$4.08M -$32.1K -249 -0.7%
STA
1268
Summit Trail Advisors
New York
$4.07M -$136K -1,056 -3%
FWP
1269
FAS Wealth Partners
Kansas
$4.06M +$89.8K +697 +2%
AFG
1270
Allegheny Financial Group
Pennsylvania
$4.05M +$364K +2,823 +9%
ADBIC
1271
A.D. Beadell Investment Counsel
Wisconsin
$4.05M -$129K -998 -3%
GWM
1272
Glass Wealth Management
Texas
$4.04M +$65K +505 +2%
CAMV
1273
Concord Asset Management (Virginia)
Virginia
$4.04M +$450K +3,492 +12%
RSVP
1274
Ramsay Stattman Vela & Price
Colorado
$4.04M -$227K -1,760 -5%
MPIM
1275
McGinn Penninger Investment Management
Virginia
$4.04M -$12.9K -100 -0.3%