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Name Holding Trade Value Shares
Change
Change in
Stake
TWA
926
TCI Wealth Advisors
Arizona
$748K
TCOT
927
Trust Company of Toledo
Ohio
$745K +$48K +329 +7%
LRPA
928
L. Roy Papp & Associates
Arizona
$741K +$7.3K +50 +1%
TBA
929
Tower Bridge Advisors
Pennsylvania
$736K -$32.6K -223 -5%
PMG
930
ProVise Management Group
Florida
$733K
CK
931
Cohen Klingenstein
New York
$732K
ATC
932
Adirondack Trust Company
New York
$731K -$5.84K -40 -0.8%
CIA
933
Capital Impact Advisors
Massachusetts
$731K
FMWA
934
Forvis Mazars Wealth Advisors
Missouri
$731K +$24.5K +168 +4%
QSS
935
Quantitative Systematic Strategies
Florida
$729K +$684K +4,684 New
IFAM
936
Institutional & Family Asset Management
Colorado
$728K +$29.2K +200 +4%
GIA
937
Guyasuta Investment Advisors
Pennsylvania
$728K +$73K +500 +12%
CIA
938
Choate Investment Advisors
Massachusetts
$718K -$6.13K -42 -0.9%
TSWM
939
Triangle Securities Wealth Management
North Carolina
$718K -$25.6K -175 -4%
FANJ
940
Financial Architects (New Jersey)
New Jersey
$718K +$51.4K +352 +8%
CB
941
Community Bank
New York
$716K -$25.6K -175 -4%
BP
942
BBR Partners
New York
$712K -$13.4K -92 -2%
AC
943
Alexandria Capital
Virginia
$709K +$1.17K +8 +0.2%
JCP
944
Jabre Capital Partners
Switzerland
$701K +$657K +4,500 New
ATC
945
Argent Trust Co
Tennessee
$695K -$32.4K -222 -5%
FBA
946
Front Barnett Associates
Illinois
$694K
BFG
947
Beacon Financial Group
Texas
$691K +$146 +1 +0%
SCP
948
Sandhill Capital Partners
New York
$690K +$63.4K +434 +11%
AIIMS
949
Analyst IMS Investment Management Services
Israel
$689K -$51.3K -351 -7%
BBNB
950
Baker Boyer National Bank
Washington
$683K