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Name Holding Trade Value Shares
Change
Change in
Stake
GC
1001
Grimes & Company
Massachusetts
$267K -$6.59K -31 -3%
TI
1002
Truehand Inc
New Hampshire
$267K -$2.34K -11 -0.9%
BCAM
1003
Boston Common Asset Management
Massachusetts
$267K +$7.23K +34 +3%
CA
1004
Clearstead Advisors
Ohio
$266K +$65K +306 +36%
PFA
1005
Pure Financial Advisors
California
$263K +$4.25K +20 +2%
IF
1006
Ironwood Financial
Arizona
$262K – – –
CCA
1007
Cottonwood Capital Advisors
Utah
$259K +$239K +1,126 New
CAM
1008
Carret Asset Management
New York
$258K +$238K +1,122 New
KP
1009
Keel Point
Alabama
$257K +$8.71K +41 +4%
BAM
1010
Brave Asset Management
New Jersey
$256K – – –
FIB
1011
First Interstate Bank
Montana
$256K – – –
GWI
1012
Grace & White Inc
New York
$255K – – –
EH
1013
Equitable Holdings
New York
$255K +$425 +2 +0.2%
DGAM
1014
Desjardins Global Asset Management
Quebec, Canada
$255K +$237K +1,114 New
ST
1015
Smithfield Trust
Pennsylvania
$254K -$5.31K -25 -2%
BFA
1016
Beaumont Financial Advisors
Massachusetts
$254K -$850 -4 -0.4%
HT
1017
Heritage Trust
Oklahoma
$254K +$1.06K +5 +0.5%
CIA
1018
Caerus Investment Advisors
Texas
$253K +$234K +1,100 New
NIM
1019
Northeast Investment Management
Massachusetts
$250K -$24.4K -115 -10%
AC
1020
Abbrea Capital
California
$249K +$17.9K +84 +8%
CIA
1021
Capital Investment Advisors
Georgia
$248K -$2.76K -13 -1%
PWP
1022
Principle Wealth Partners
Connecticut
$248K – – –
CTA
1023
Colonial Trust Advisors
South Carolina
$247K -$21.5K -101 -9%
PT
1024
Plimoth Trust
Massachusetts
$247K – – –
SHA
1025
Seneca House Advisors
Virginia
$247K +$229K +1,078 New