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Name Holding Trade Value Shares
Change
Change in
Stake
DCM
901
Donaldson Capital Management
Indiana
$266K +$237K +3,506 New
HFS
902
Haverford Financial Services
Pennsylvania
$263K -$64.2K -951 -22%
TSBJ
903
Trevor, Stewart, Burton & Jacobsen
New York
$257K -$836K -12,380 -93%
FMWA
904
Forvis Mazars Wealth Advisors
Missouri
$253K -$18.8K -279 -8%
DCLA
905
Douglas C. Lane & Associates
New York
$250K -$15.9K -235 -7%
CWM
906
Confluence Wealth Management
Oregon
$248K -$1.01M -14,953 -82%
LW
907
Linscomb Wealth
Texas
$243K -$13K -193 -6%
LIC
908
Lodestar Investment Counsel
Illinois
$243K +$216K +3,200 New
IC
909
Intersect Capital
California
$240K +$214K +3,167 New
SCP
910
Seizert Capital Partners
Michigan
$239K -$23.3K -345 -10%
DG
911
Davidson & Garrard
Virginia
$239K +$212K +3,145 New
CAM
912
Cubic Asset Management
Massachusetts
$239K +$213K +3,150 New
PP
913
Palladium Partners
Virginia
$238K +$212K +3,135 New
BSB
914
Bangor Savings Bank
Maine
$237K +$210K +3,112 New
SC
915
Savant Capital
Illinois
$237K +$211K +3,120 New
CPA
916
Court Place Advisors
Maryland
$237K +$211K +3,125 New
SCM
917
Stonebridge Capital Management
California
$236K +$209K +3,100 New
CAW
918
Cornerstone Advisors (Washington)
Washington
$234K +$2.16K +32 +1%
AIIMS
919
Analyst IMS Investment Management Services
Israel
$232K +$206K +3,052 New
CCG
920
Cypress Capital Group
Florida
$232K +$206K +3,053 New
AI
921
Accredited Investors
Minnesota
$232K +$206K +3,056 New
Fisher Asset Management
922
Fisher Asset Management
Washington
$231K +$205K +3,043 New
NIM
923
Northeast Investment Management
Massachusetts
$228K -$20.3K -300 -9%
FFC
924
First Financial Corp
Indiana
$228K -$10.1K -150 -5%
CISOA
925
Capital Investment Services of America
Wisconsin
$228K +$203K +3,000 New