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BP
BP

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
526
FAS Wealth Partners
Kansas
$589K -$32.4K -818 -5%
TH
527
TCTC Holdings
Texas
$589K +$649K +16,380 New
MA
528
Montag & Associates
Georgia
$588K – – –
RW
529
Rand Wealth
Maryland
$581K -$40.1K -1,012 -6%
PIM
530
Penobscot Investment Management
Massachusetts
$580K -$41.4K -1,046 -6%
NPA
531
Nichols & Pratt Advisers
Massachusetts
$580K -$24.2K -611 -4%
KPCM
532
Kings Point Capital Management
New York
$577K – – –
KFA
533
Kelleher Financial Advisors
New York
$572K +$118K +2,983 +23%
ST
534
Smithfield Trust
Pennsylvania
$571K -$240K -6,050 -28%
BAM
535
Burnham Asset Management
New York
$571K +$78.8K +1,990 +14%
RMCM
536
Reynders McVeigh Capital Management
Massachusetts
$569K -$7.92K -200 -1%
LCM
537
Logan Capital Management
Pennsylvania
$565K – – –
CCM
538
Cohen Capital Management
California
$564K – – –
CG
539
Colony Group
Massachusetts
$563K +$407K +10,278 +191%
CL
540
CPWM LLC
Washington
$561K +$158 +4 +0%
AAM
541
AR Asset Management
California
$556K – – –
BRWM
542
B. Riley Wealth Management
Tennessee
$555K +$221K +5,592 +57%
BHBT
543
Burke & Herbert Bank & Trust
Virginia
$554K -$77.5K -1,956 -11%
WI
544
Wedgewood Investors
Pennsylvania
$552K – – –
BOTW
545
Bank of the West
California
$550K – – –
LIM
546
Leavell Investment Management
Alabama
$550K +$146K +3,693 +32%
VNB
547
Valley National Bancorp
New York
$548K +$16.9K +427 +3%
SAS
548
Spectrum Advisory Services
Georgia
$547K – – –
SIC
549
Salem Investment Counselors
North Carolina
$543K -$14.5K -367 -2%
BAC
550
Boys Arnold & Co
North Carolina
$541K -$239K -6,024 -29%
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