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Name Holding Trade Value Shares
Change
Change in
Stake
DP
601
Dundas Partners
United Kingdom
$27.2M +$339K +1,525 +1%
VIM
602
Vancity Investment Management
British Columbia, Canada
$27.1M -$1.36M -6,106 -5%
SSWM
603
Smith Salley Wealth Management
North Carolina
$27M +$369K +1,660 +1%
DA
604
Dillon & Associates
Michigan
$27M -$389K -1,749 -1%
NMIFOAC
605
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$26.9M
Wealth Enhancement Advisory Services
606
Wealth Enhancement Advisory Services
Minnesota
$26.8M +$20.6M +92,713 +354%
BWP
607
Baldwin Wealth Partners
Massachusetts
$26.6M +$3.32M +14,912 +14%
WAM
608
Wilson Asset Management
Australia
$26.6M
CWM
609
Congress Wealth Management
Massachusetts
$26.6M -$66.3K -298 -0.3%
NRS
610
Neville Rodie & Shaw
New York
$26.4M +$1.19M +5,350 +5%
HW
611
Hancock Whitney
Mississippi
$26.4M -$1.41M -6,349 -5%
KWILP
612
Kiwi Wealth Investments Limited Partnership
New Zealand
$26.4M +$1.96M +8,789 +8%
Lido Advisors
613
Lido Advisors
California
$26.3M +$12.3M +55,370 +90%
PFM
614
Parsec Financial Management
North Carolina
$26.2M -$632K -2,841 -2%
Vanguard Personalized Indexing Management
615
Vanguard Personalized Indexing Management
California
$26.1M +$2.04M +9,185 +9%
PP
616
Patten & Patten
Tennessee
$26.1M -$100K -451 -0.4%
CGIM
617
Capital Group Investment Management
Singapore
$26.1M -$13.1M -58,851 -34%
WC
618
Westwind Capital
New Mexico
$26M -$12.5M -56,253 -33%
FT
619
Fiduciary Trust
Massachusetts
$26M +$542K +2,434 +2%
DCM
620
Dupont Capital Management
Delaware
$26M +$2.22M +9,980 +9%
TA
621
TRB Advisors
New York
$25.9M +$7.79M +35,000 +44%
AP
622
Appleton Partners
Massachusetts
$25.8M -$128K -574 -0.5%
WCA
623
Waratah Capital Advisors
Ontario, Canada
$25.8M +$11.7M +52,551 +85%
RMA
624
Roffman Miller Associates
Pennsylvania
$25.8M +$299K +1,344 +1%
LRPA
625
L. Roy Papp & Associates
Arizona
$25.4M -$704K -3,163 -3%