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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
776
Abbrea Capital
California
$701K +$1.57K +35 +0.3%
AHC
777
Adell Harriman & Carpenter
Texas
$701K -$29.3K -653 -4%
CT
778
Cambridge Trust
Massachusetts
$699K +$241K +5,363 +62%
RCM
779
Radnor Capital Management
Pennsylvania
$698K – – –
DHFB
780
Dixon Hubard Feinour & Brown
Virginia
$697K -$8.99K -200 -1%
PFSC
781
Peoples Financial Services Corp
Pennsylvania
$697K -$1.12K -25 -0.2%
RCM
782
Riverhead Capital Management
Delaware
$696K -$44.9K -1,000 -7%
DPIM
783
Duff & Phelps Investment Management
Illinois
$693K -$8.09K -180 -1%
WIS
784
Wright Investors Service
Connecticut
$691K -$199K -4,432 -24%
GLA
785
Good Life Advisors
Pennsylvania
$690K -$174K -3,865 -22%
SSWM
786
Sheets Smith Wealth Management
North Carolina
$689K +$3.64K +81 +0.6%
LPIC
787
LeJeune Puetz Investment Counsel
Michigan
$688K -$13.5K -300 -2%
CT
788
Coastline Trust
Rhode Island
$686K +$33K +735 +6%
HFM
789
Hartford Financial Management
Connecticut
$677K -$55.6K -1,238 -8%
CMANY
790
Capital Management Associates (New York)
New York
$676K -$4.49K -100 -0.7%
GF
791
Goodman Financial
Texas
$674K +$269K +5,980 +80%
WA
792
WBH Advisory
Maryland
$670K -$26.5K -589 -4%
BC
793
Bartlett & Co
Ohio
$670K +$15.7K +350 +3%
MCM
794
Murphy Capital Management
New Jersey
$666K -$21.3K -475 -3%
WT
795
Whittier Trust
California
$665K +$50.5K +1,125 +9%
GIP
796
Granite Investment Partners
California
$663K +$127K +2,836 +27%
IFWM
797
Institute for Wealth Management
Colorado
$660K -$36.2K -806 -6%
BHBT
798
Burke & Herbert Bank & Trust
Virginia
$654K – – –
BMM
799
Buffington Mohr McNeal
Idaho
$650K -$281K -6,259 -33%
ARMT
800
Amica Retiree Medical Trust
Rhode Island
$644K – – –
30 31
32
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