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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
651
Dodge & Cox
California
$2.51M
WR
652
WD Rutherford
Oregon
$2.49M +$123K +285 +5%
DSC
653
Duncker Streett & Co
Missouri
$2.49M
VIA
654
Vident Investment Advisory
Georgia
$2.44M -$213K -492 -8%
TYCC
655
Texas Yale Capital Corp
Florida
$2.43M +$21.7K +50 +0.9%
MFGM
656
Marshall Financial Group (Maryland)
Maryland
$2.37M +$76.7K +177 +3%
TPA
657
Trivium Point Advisory
Connecticut
$2.35M +$58.1K +134 +3%
LAIC
658
Lederer & Associates Investment Counsel
California
$2.35M +$6.93K +16 +0.3%
BAM
659
Blueshift Asset Management
New Jersey
$2.34M +$761K +1,756 +47%
TCOV
660
Trust Company of Vermont
Vermont
$2.33M +$40.7K +94 +2%
CAM
661
Cresset Asset Management
Illinois
$2.33M +$581K +1,341 +32%
CI
662
CX Institutional
Indiana
$2.31M -$103K -238 -4%
FF
663
Fluent Financial
Texas
$2.31M +$16.5K +38 +0.7%
CCMG
664
Clark Capital Management Group
Pennsylvania
$2.3M +$2.34M +5,404 New
CK
665
Cohen Klingenstein
New York
$2.29M
IWS
666
Insight Wealth Strategies
California
$2.27M +$13.9K +32 +0.6%
WP
667
WealthPLAN Partners
Nebraska
$2.24M +$83.6K +193 +4%
PCM
668
Parsons Capital Management
Rhode Island
$2.23M -$8.67K -20 -0.4%
BDWM
669
Brewin Dolphin Wealth Management
Ireland
$2.21M +$4.33K +10 +0.2%
BTW
670
Boston Trust Walden
Massachusetts
$2.21M -$34.7K -80 -2%
WAM
671
World Asset Management
Michigan
$2.2M -$175K -403 -7%
FFG
672
Fortem Financial Group
California
$2.19M +$55.9K +129 +3%
RC
673
RegentAtlantic Capital
New Jersey
$2.18M +$477K +1,100 +27%
GCC
674
Guardian Capital (Canada)
Ontario, Canada
$2.16M +$136K +315 +7%
IB
675
Intrust Bank
Kansas
$2.15M +$6.5K +15 +0.3%