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Name Holding Trade Value Shares
Change 		Change in
Stake
WKWM
801
Walter & Keenan Wealth Management
Indiana
$754K +$783K +6,011 New
LMIM
802
Lockheed Martin Investment Management
Maryland
$753K -$10.7M -82,000 -93%
HC
803
HHG & Company
Connecticut
$750K -$825K -6,330 -51%
DCLA
804
Douglas C. Lane & Associates
New York
$749K +$68K +522 +10%
IH
805
IFC Holdings
Florida
$740K +$391 +3 +0.1%
SIC
806
SFE Investment Counsel
California
$731K +$11.6K +89 +2%
CS
807
Cannell & Spears
New York
$729K -$658K -5,050 -47%
SLG
808
Stanley-Laman Group
Pennsylvania
$727K +$392K +3,012 +108%
ANB
809
Amarillo National Bank
Texas
$724K -$2.74K -21 -0.4%
WA
810
WBH Advisory
Maryland
$720K +$107K +825 +17%
BPCE
811
Bank Pictet & Cie (Europe)
Germany
$717K +$164K +1,260 +28%
VNA
812
VNBTrust National Association
Virginia
$711K -$59.1K -454 -7%
HCA
813
Harbour Capital Advisors
Virginia
$709K +$125K +960 +20%
DWA
814
Douglass Winthrop Advisors
New York
$703K -$21.6K -166 -3%
CCM
815
CrestPoint Capital Management
Missouri
$703K +$65.1K +500 +10%
CLOS
816
Compagnie Lombard Odier SCmA
Switzerland
$703K +$166K +1,274 +29%
CIA
817
Choate Investment Advisors
Massachusetts
$703K +$1.82K +14 +0.3%
SC
818
Saturna Capital
Washington
$701K – – –
PVWM
819
Point View Wealth Management
New Jersey
$700K -$1.69K -13 -0.2%
1SB
820
1ST Source Bank
Indiana
$699K -$109K -839 -13%
SC
821
SouthState Corp
Florida
$694K +$113K +867 +19%
JCM
822
Janney Capital Management
Pennsylvania
$693K +$19.5K +150 +3%
CICI
823
Capital Investment Counsel Inc
North Carolina
$687K +$39.1K +300 +6%
AI
824
Atria Investments
North Carolina
$684K -$75K -576 -10%
MHIC
825
Marble Harbor Investment Counsel
Massachusetts
$679K – – –
31 32
33
34 35