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Name Holding Trade Value Shares
Change
Change in
Stake
SFG
926
Sather Financial Group
Texas
$398K
MMPW
927
Mitchell McLeod Pugh & Williams
Alabama
$395K
OFS
928
OneAscent Financial Services
Alabama
$393K +$372K +4,595 New
MPI
929
Mairs & Power Inc
Minnesota
$391K -$16.2K -200 -4%
ATWA
930
Arbor Trust Wealth Advisors
Michigan
$391K +$370K +4,570 New
GG
931
Gofen & Glossberg
Illinois
$390K
CCIA
932
Campbell & Co Investment Adviser
Maryland
$390K +$369K +4,556 New
IC
933
IEQ Capital
California
$388K +$367K +4,534 New
AA
934
ALPS Advisors
Colorado
$382K -$15.8K -195 -4%
MSAM
935
Moloney Securities Asset Management
Missouri
$378K -$28K -346 -7%
SHGA
936
Sand Hill Global Advisors
California
$377K +$32.6K +402 +10%
WF
937
WoodTrust Financial
Wisconsin
$375K -$22.7K -280 -6%
WAG
938
Winthrop Advisory Group
Massachusetts
$375K
AUB
939
Atlantic Union Bankshares
Virginia
$375K +$21.9K +270 +7%
WPA
940
West Paces Advisors
Georgia
$375K +$10.5K +130 +3%
AWM
941
Aevitas Wealth Management
Massachusetts
$372K +$243 +3 +0.1%
AF
942
Allworth Financial
California
$371K +$22.6K +279 +7%
BS
943
Bessemer Securities
New York
$370K -$6.48K -80 -2%
MTC
944
McDaniel Terry & Co
Texas
$369K -$9.88K -122 -3%
MBT
945
Montecito Bank & Trust
California
$369K +$810 +10 +0.2%
IA
946
IFG Advisory
Georgia
$363K +$8.51K +105 +3%
GI
947
Gradient Investments
Minnesota
$361K -$11.8M -145,306 -97%
FMLI
948
Fukoku Mutual Life Insurance
Japan
$359K +$48.6K +600 +17%
BWAM
949
Boyd Watterson Asset Management
Ohio
$358K
SP
950
Symmetry Partners
Connecticut
$350K