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Name Holding Trade Value Shares
Change
Change in
Stake
RSVP
1926
Ramsay Stattman Vela & Price
Colorado
$363K
VSQM
1927
V-Square Quantitative Management
Illinois
$363K -$541K -21,371 -59%
SWM
1928
Stark Wealth Management
Pennsylvania
$363K -$4.51K -178 -1%
TCA
1929
Transcend Capital Advisors
New Jersey
$362K -$515K -20,327 -58%
CIC
1930
Chilton Investment Company
Connecticut
$361K +$71.4K +2,820 +24%
USB
1931
Union Savings Bank
Connecticut
$361K +$368K +14,538 New
PCMU
1932
Paragon Capital Management (Utah)
Utah
$360K
HCP
1933
Hardin Capital Partners
South Carolina
$360K -$29.7K -1,172 -7%
HR
1934
Howe & Rusling
New York
$360K +$171K +6,751 +87%
CAS
1935
Coppell Advisory Solutions
Texas
$360K +$143K +5,664 +64%
MSG
1936
Main Street Group
Virginia
$360K -$19.8K -782 -5%
SM
1937
Sweeney & Michel
California
$359K +$17.8K +702 +6%
MFG
1938
Monte Financial Group
Connecticut
$359K +$2.56K +101 +0.7%
MSFP
1939
Mark Sheptoff Financial Planning
Connecticut
$359K +$304 +12 +0.1%
OC
1940
Oakworth Capital
Alabama
$358K
JCM
1941
Jacobsen Capital Management
Utah
$358K -$56.8K -2,245 -13%
CNBTD
1942
Citizens National Bank Trust Department
Mississippi
$358K -$12.7K -500 -3%
NFC
1943
Northstar Financial Companies
Pennsylvania
$357K +$11.6K +459 +3%
GWP
1944
Gen-Wealth Partners
Michigan
$356K -$10.8K -428 -3%
BA
1945
Bellwether Advisors
Nebraska
$355K +$25 +1 +0%
HIIFS
1946
Harel Insurance Investments & Financial Services
Israel
$355K -$141K -5,555 -28%
LA
1947
Lifeworks Advisors
Michigan
$355K +$361K +14,277 New
BTW
1948
Boston Trust Walden
Massachusetts
$355K -$7.44K -294 -2%
RP
1949
Rowlandmiller & Partners
Georgia
$354K +$12.7K +500 +4%
SCM
1950
Saxony Capital Management
Missouri
$354K +$76 +3 +0%