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Name Holding Trade Value Shares
Change
Change in
Stake
JIC
826
Johnson Investment Counsel
Ohio
$5.58M +$574K +12,040 +12%
ZAM
827
Zevin Asset Management
Massachusetts
$5.57M -$63.9K -1,340 -1%
TC
828
Trust Company
Kansas
$5.56M +$900K +18,860 +20%
FBA
829
Front Barnett Associates
Illinois
$5.55M +$192K +4,020 +4%
AAC
830
Asset Advisors Corp
Georgia
$5.55M +$420K +8,800 +8%
SSWM
831
Smith Salley Wealth Management
North Carolina
$5.53M +$17.2K +360 +0.3%
NPF
832
Norris Perne & French
Michigan
$5.5M -$17.2K -360 -0.3%
BRC
833
Bell Rock Capital
Delaware
$5.5M +$503K +10,540 +10%
PCMI
834
Princeton Capital Management Inc
New Jersey
$5.49M -$390K -8,180 -7%
YWP
835
YorkBridge Wealth Partners
New York
$5.49M -$41K -860 -0.7%
OCM
836
Oakwood Capital Management
California
$5.48M -$268K -5,620 -5%
DG
837
Davidson & Garrard
Virginia
$5.47M +$427K +8,960 +9%
TCM
838
TimesSquare Capital Management
New York
$5.45M +$418K +8,760 +8%
JCM
839
Jafra Capital Management
New York
$5.44M -$2.8M -58,780 -34%
CWM
840
CMH Wealth Management
New Hampshire
$5.42M -$736K -15,420 -12%
SC
841
SouthState Corp
Florida
$5.37M +$885K +18,540 +20%
AL
842
Airain Ltd
Guernsey
$5.35M +$5.27M +110,500 New
IFWM
843
Institute for Wealth Management
Colorado
$5.34M +$5.26M +110,300 New
PIM
844
Progressive Investment Management
Oregon
$5.33M +$84.9K +1,780 +2%
NFC
845
Northeast Financial Consultants
Connecticut
$5.33M +$33.4K +700 +0.6%
DWA
846
Douglass Winthrop Advisors
New York
$5.31M +$560K +11,740 +12%
SFG
847
SNS Financial Group
Minnesota
$5.29M +$63K +1,320 +1%
CIA
848
Capital Impact Advisors
Massachusetts
$5.27M
BCM
849
BTC Capital Management
Iowa
$5.27M +$89.7K +1,880 +2%
CTA
850
Colonial Trust Advisors
South Carolina
$5.24M +$1.78M +37,320 +53%