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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
501
Everence Capital Management
Indiana
$784K – – –
CAM
502
Cresset Asset Management
Illinois
$782K -$24K -231 -3%
CA
503
Claro Advisors
Massachusetts
$779K +$3.01K +29 +0.4%
KFP
504
KMG Fiduciary Partners
Ohio
$777K -$44.9K -432 -6%
BHBT
505
Burke & Herbert Bank & Trust
Virginia
$769K -$6.85K -66 -0.9%
WG
506
Welch Group
Alabama
$760K +$67K +645 +10%
AIA
507
Avalon Investment & Advisory
Texas
$758K – – –
PL
508
Plancorp LLC
Missouri
$743K +$284K +2,738 +62%
SCM
509
Stellar Capital Management
Arizona
$739K – – –
MC
510
Moors & Cabot
Massachusetts
$737K +$6.23K +60 +0.9%
EWM
511
Evercore Wealth Management
New York
$732K +$122K +1,175 +22%
WSFS
512
Wilmington Savings Fund Society
Delaware
$716K -$9.24K -89 -1%
DC
513
Davenport & Co
Virginia
$710K -$42.2K -406 -6%
LKIM
514
Lawson Kroeker Investment Management
Nebraska
$708K – – –
KRSITF
515
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$706K +$30K +289 +5%
TSWM
516
Triangle Securities Wealth Management
North Carolina
$687K -$110K -1,060 -15%
JHCP
517
Jackson Hole Capital Partners
Oklahoma
$680K – – –
CG
518
Colony Group
Massachusetts
$680K +$155K +1,495 +32%
PP
519
Palladium Partners
Virginia
$676K -$48.4K -466 -7%
MA
520
MUFG Americas
New York
$674K -$31.1K -299 -5%
AWM
521
AE Wealth Management
Kansas
$674K +$301K +2,900 +91%
BFO
522
Biltmore Family Office
North Carolina
$673K – – –
AIM
523
Axiom Investment Management
New York
$671K -$19.1K -184 -3%
GT
524
Greenleaf Trust
Michigan
$671K +$75.2K +724 +14%
BCWM
525
Blue Chip Wealth Management
Florida
$670K +$42.6K +410 +7%
19 20
21
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