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Name Holding Trade Value Shares
Change
Change in
Stake
WP
1101
WMS Partners
Maryland
$721K -$32.2K -205 -4%
SSW
1102
Smith Shellnut Wilson
Mississippi
$720K -$4.55K -29 -0.6%
BIM
1103
Baldwin Investment Management
Pennsylvania
$719K +$142K +905 +23%
LFG
1104
Larson Financial Group
Missouri
$718K -$4.24K -27 -0.6%
GD
1105
Grandfield & Dodd
New York
$718K
KWS
1106
Keystone Wealth Services
California
$714K +$5.02K +32 +0.7%
MP
1107
McDonald Partners
Ohio
$713K +$42.4K +270 +6%
1SB
1108
1ST Source Bank
Indiana
$713K -$6.12K -39 -0.8%
EGM
1109
Engineers Gate Manager
New York
$713K +$750K +4,783 New
CA
1110
Calton & Associates
Florida
$709K +$263K +1,678 +54%
GCM
1111
Greenland Capital Management
New York
$709K +$746K +4,755 New
RSVP
1112
Ramsay Stattman Vela & Price
Colorado
$707K
FIA
1113
Foundations Investment Advisors
Arizona
$706K -$42.5K -271 -5%
PMA
1114
Prudent Man Advisors
Illinois
$704K +$8.16K +52 +1%
TBC
1115
Ted Buchan & Co
California
$704K +$741K +4,723 New
RIM
1116
RW Investment Management
Idaho
$703K +$740K +4,716 New
MA
1117
MKT Advisors
California
$701K -$1.1K -7 -0.2%
JFGIW
1118
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$700K -$55.2K -352 -7%
MMA
1119
Miracle Mile Advisors
California
$698K +$734K +4,680 New
ONST
1120
Old North State Trust
North Carolina
$695K -$41.6K -265 -5%
GJIC
1121
Gamble Jones Investment Counsel
California
$694K
PIM
1122
Perpetual Investment Management
Australia
$691K +$11K +70 +2%
BWM
1123
Biltmore Wealth Management
Arizona
$691K -$21.5K -137 -3%
MLA
1124
MB, Levis & Associates
Pennsylvania
$690K +$726K +4,628 New
TAM
1125
Todd Asset Management
Kentucky
$689K -$25.7M -163,489 -97%