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Name Holding Trade Value Shares
Change 		Change in
Stake
WIL
801
Winifred I. Li
$500K +$464K +4,882 New
CIA
802
Choate Investment Advisors
Massachusetts
$498K +$462K +4,860 New
CK
803
Cohen Klingenstein
New York
$481K +$447K +4,700 New
WA
804
WBH Advisory
Maryland
$480K +$446K +4,691 New
IT
805
Independence Trust
Tennessee
$477K +$443K +4,660 New
TCMG
806
TSP Capital Management Group
New Jersey
$475K – – –
AF
807
Arrow Financial
New York
$471K +$437K +4,603 New
1SB
808
1ST Source Bank
Indiana
$467K +$433K +4,554 New
SI
809
SII Investments
Wisconsin
$463K +$434K +4,563 New
WPSC
810
W.P. Stewart & Co
New York
$461K +$428K +4,500 New
SYBT
811
Stock Yards Bank & Trust
Kentucky
$458K +$424K +4,465 New
SNT
812
Security National Trust
West Virginia
$449K +$416K +4,379 New
WOC
813
West Oak Capital
California
$448K +$416K +4,374 New
BRA
814
Bender Robert & Associates
California
$446K +$413K +4,350 New
CFS
815
Community Financial System
New York
$443K +$411K +4,325 New
CAW
816
Cornerstone Advisors (Washington)
Washington
$438K +$406K +4,276 New
HRIA
817
Haberer Registered Investment Advisor
Ohio
$434K +$402K +4,233 New
AF
818
Allworth Financial
California
$434K +$403K +4,241 New
MFBTD
819
MB Financial Bank - Trust Department
Illinois
$433K +$401K +4,222 New
BJL
820
Brighton Jones LLC
Washington
$432K +$401K +4,218 New
SC
821
SouthState Corp
Florida
$431K +$400K +4,211 New
LBC
822
Lawrence B. Cohen
$425K +$394K +4,150 New
TWA
823
TCI Wealth Advisors
Arizona
$424K +$393K +4,137 New
CB
824
Chemical Bank
Michigan
$423K +$392K +4,128 New
SPC
825
Stewart & Patten Company
California
$420K +$390K +4,100 New
31 32
33
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