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Name Holding Trade Value Shares
Change
Change in
Stake
AF
1001
AMG Funds
Connecticut
$1.63M -$138K -3,279 -8%
KHLMTHM
1002
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.62M – – –
UA
1003
Unison Advisors
District of Columbia
$1.61M +$7.55K +179 +0.5%
PC
1004
Port Capital
Illinois
$1.61M -$21.1K -500 -1%
AHC
1005
Anderson Hoagland & Co
Missouri
$1.61M -$3K -71 -0.2%
PA
1006
Parallel Advisors
California
$1.6M +$140K +3,325 +10%
SBIA
1007
Sheaff Brock Investment Advisors
Indiana
$1.6M +$952K +22,574 +148%
UAS
1008
United Asset Strategies
New York
$1.6M +$146K +3,457 +10%
FCI
1009
Financial Counselors Inc
Kansas
$1.6M +$51.3K +1,215 +3%
DM
1010
Delphi Management
Massachusetts
$1.59M -$145K -3,445 -8%
ESB
1011
Essex Savings Bank
Connecticut
$1.59M +$762K +18,068 +93%
SC
1012
Sawyer & Company
Massachusetts
$1.57M -$71.7K -1,700 -4%
CL
1013
Choreo LLC
Illinois
$1.57M -$34.5K -817 -2%
RIG
1014
Roosevelt Investment Group
New York
$1.57M -$16.9K -400 -1%
TW
1015
TrinityPoint Wealth
Connecticut
$1.56M +$1.13M +26,881 +336%
SFA
1016
Stewardship Financial Advisors
Georgia
$1.56M -$91.2K -2,162 -6%
BT
1017
Brandywine Trust
Delaware
$1.56M – – –
CI
1018
CX Institutional
Indiana
$1.56M +$183K +4,347 +13%
AL
1019
Aspiriant LLC
California
$1.55M -$165K -3,923 -10%
WAM
1020
Weatherly Asset Management
California
$1.55M -$26K -616 -2%
RT
1021
Rockland Trust
Massachusetts
$1.55M -$82.2K -1,949 -5%
AWM
1022
Altium Wealth Management
New York
$1.54M +$113K +2,689 +8%
CMO
1023
Covenant Multifamily Offices
Texas
$1.53M +$24.5K +580 +2%
MIAS
1024
Mason Investment Advisory Services
Virginia
$1.52M – – –
GKFF
1025
George Kaiser Family Foundation
Oklahoma
$1.52M – – –