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Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
1376
Mitchell McLeod Pugh & Williams
Alabama
$31.3M +$444K +2,380 +2%
MTIC
1377
Missouri Trust & Investment Company
Missouri
$31.3M -$762K -4,085 -3%
OAM
1378
Ostrum Asset Management
France
$31.3M -$461K -2,472 -2%
HA
1379
Harbor Advisors
Florida
$31.3M
GI
1380
GAMMA Investing
California
$31.3M +$11.8M +63,454 +75%
CF
1381
Cypress Funds
California
$31.2M -$8.96M -48,035 -24%
CCB
1382
Country Club Bank
Missouri
$31.2M -$796K -4,266 -3%
SFM
1383
Signet Financial Management
New Jersey
$31.1M -$484K -2,596 -2%
GIP
1384
Greatmark Investment Partners
Georgia
$31M -$67.5K -362 -0.2%
IA
1385
IFG Advisory
Georgia
$31M +$417K +2,235 +2%
FG
1386
Foster Group
Iowa
$31M +$461K +2,472 +2%
ZAM
1387
Zevin Asset Management
Massachusetts
$30.9M -$112K -600 -0.4%
LA
1388
Legacy Advisors
Pennsylvania
$30.9M +$3.51M +18,808 +15%
B
1389
BetterWealth
California
$30.9M -$725K -3,890 -3%
MBTD
1390
Mechanics Bank - Trust Department
California
$30.8M -$732K -3,924 -3%
MIM
1391
Morningstar Investment Management
Illinois
$30.8M +$5.64M +30,228 +26%
RWM
1392
Rockline Wealth Management
New York
$30.8M +$3.66M +19,601 +15%
SHGA
1393
Sand Hill Global Advisors
California
$30.8M +$283K +1,518 +1%
ACM
1394
Ardent Capital Management
Ohio
$30.7M -$17K -91 -0.1%
CAC
1395
Core Alternative Capital
Georgia
$30.7M -$2.29M -12,272 -8%
MCWS
1396
McKinley Carter Wealth Services
West Virginia
$30.6M -$61.5K -330 -0.2%
FRA
1397
Front Row Advisors
California
$30.5M +$335K +1,797 +1%
KFS
1398
Kurt F. Somerville
$30.5M -$180K -967 -0.7%
CGL
1399
Clarius Group LLC
Washington
$30.5M +$559 +3 +0%
FFBTD
1400
First Financial Bank - Trust Division
Ohio
$30.5M -$1.41M -7,552 -5%