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Name Holding Trade Value Shares
Change
Change in
Stake
LDB
1476
Lee, Danner & Bass
Tennessee
$521K +$11.3K +45 +2%
MCM
1477
Maryland Capital Management
Maryland
$520K +$211K +840 +56%
SCI
1478
Stableford Capital II
Arizona
$520K +$586K +2,334 New
BWM
1479
Brickley Wealth Management
California
$520K +$587K +2,337 New
WAS
1480
Winch Advisory Services
Wisconsin
$519K +$45.2K +180 +8%
DBT
1481
Dubuque Bank & Trust
Iowa
$519K +$224K +894 +62%
WA
1482
WP Advisors
California
$518K -$18.8K -75 -3%
AL
1483
Aspiriant LLC
California
$517K -$64K -255 -10%
BMC
1484
Beaton Management Company
Massachusetts
$516K +$28.6K +114 +5%
JG
1485
Jefferies Group
New York
$515K -$9.02M -35,937 -94%
CC
1486
Cadinha & Co
Hawaii
$514K +$579K +2,307 New
LIM
1487
Leavell Investment Management
Alabama
$510K +$21.8K +87 +4%
PP
1488
Patron Partners
Texas
$508K +$171K +681 +43%
PCA
1489
Peddock Capital Advisors
Massachusetts
$508K +$245K +975 +75%
SWM
1490
Stockman Wealth Management
Montana
$505K +$57.2K +228 +11%
REMPR
1491
Roof Eidam Maycock Peralta (REMP)
California
$504K
UCMOK
1492
United Capital Management of KS
Kansas
$503K +$101K +402 +22%
TI
1493
Truepoint Inc
Ohio
$501K -$11.3K -45 -2%
Fayez Sarofim & Co
1494
Fayez Sarofim & Co
Texas
$501K
SPIO
1495
Seven Post Investment Office
California
$501K
MFG
1496
Menard Financial Group
Texas
$500K -$142K -567 -20%
Loomis, Sayles & Company
1497
Loomis, Sayles & Company
Massachusetts
$500K +$531K +2,115 +1,640%
OQS
1498
Occudo Quantitative Strategies
Florida
$500K +$563K +2,244 New
TF
1499
TimeScale Financial
Massachusetts
$499K
BPB
1500
Badgley, Phelps & Bell
Washington
$498K -$27.9K -111 -5%