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Name Holding Trade Value Shares
Change
Change in
Stake
BFO
851
Boston Family Office
Massachusetts
$830K +$812K +6,540 New
SNT
852
Security National Trust
West Virginia
$828K
AP
853
Appleton Partners
Massachusetts
$826K +$22.6K +182 +3%
SIA
854
SeaBridge Investment Advisors
New Jersey
$823K -$66.5K -536 -8%
CBU
855
CIBC Bank USA
Illinois
$820K -$544K -4,387 -40%
PTC
856
Private Trust Company
Ohio
$819K -$31.4K -253 -4%
LWM
857
Lyons Wealth Management
Florida
$816K -$113K -911 -12%
BB
858
Busey Bank
Illinois
$816K -$2.11K -17 -0.3%
RCAG
859
Rehmann Capital Advisory Group
Michigan
$816K +$18.5K +149 +2%
BO
860
BRR OpCo
Ohio
$814K +$307K +2,475 +63%
MCM
861
Manchester Capital Management
Vermont
$813K
VCAM
862
Van Cleef Asset Management
Ohio
$813K
SCM
863
SOL Capital Management
Maryland
$809K +$68.9K +555 +10%
HTC
864
Haverford Trust Company
Pennsylvania
$808K -$22.5K -181 -3%
EWA
865
EP Wealth Advisors
California
$803K -$79.9K -644 -9%
WB
866
Webster Bank
Connecticut
$802K +$122K +985 +18%
Fuller & Thaler Asset Management
867
Fuller & Thaler Asset Management
California
$800K -$645K -5,200 -45%
SCM
868
Southport Capital Management
Tennessee
$799K -$53.6K -432 -6%
CBA
869
Coastal Bridge Advisors
Connecticut
$798K +$2.98K +24 +0.4%
ERIM
870
Eagle Ridge Investment Management
Connecticut
$798K +$780K +6,286 New
ST
871
Smithfield Trust
Pennsylvania
$794K
SIC
872
Shoker Investment Counsel
Ohio
$786K +$53.7K +433 +8%
PCMM
873
Private Capital Management (Minnesota)
Minnesota
$778K +$96.2K +775 +14%
FFC
874
First Financial Corp
Indiana
$777K +$6.83K +55 +0.9%
AIM
875
Assured Investment Management
New York
$769K +$470K +3,789 +167%