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Name Holding Trade Value Shares
Change
Change in
Stake
I
1151
InvesTrust
Oklahoma
$3.66M -$3.15M -51,251 -49%
GWM
1152
Geneos Wealth Management
Colorado
$3.65M +$1.07M +17,406 +49%
KLWA
1153
Kelly Lawrence W & Associates
California
$3.65M -$99.9K -1,625 -3%
RMC
1154
Resources Management Corp
Connecticut
$3.62M -$482K -7,847 -13%
QPWM
1155
Quadrant Private Wealth Management
Pennsylvania
$3.62M +$26.5K +432 +0.8%
BIA
1156
Beacon Investment Advisors
Maryland
$3.6M +$17.5K +285 +0.5%
CM
1157
Columbus Macro
Pennsylvania
$3.59M -$5.78K -94 -0.2%
SFO
1158
Stokes Family Office
Louisiana
$3.59M -$22.2K -362 -0.7%
WAM
1159
Weatherly Asset Management
California
$3.58M -$23.4K -380 -0.7%
BHBT
1160
Burke & Herbert Bank & Trust
Virginia
$3.57M +$170K +2,760 +6%
PCG
1161
Prosperity Consulting Group
Maryland
$3.57M -$160K -2,600 -5%
HBT
1162
Hills Bank & Trust
Iowa
$3.56M +$23.2K +378 +0.7%
RCM
1163
Radnor Capital Management
Pennsylvania
$3.56M -$67.6K -1,100 -2%
AAS
1164
Annex Advisory Services
Wisconsin
$3.55M +$1.56M +25,328 +98%
IIC
1165
Ironwood Investment Counsel
Arizona
$3.55M +$115K +1,876 +4%
ANTB
1166
AMG National Trust Bank
Colorado
$3.54M +$63.9K +1,039 +2%
LWCFA
1167
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.54M +$27.7K +450 +0.9%
BTD
1168
BankPlus Trust Department
Mississippi
$3.53M +$125K +2,036 +4%
WBC
1169
West Branch Capital
Massachusetts
$3.52M +$142K +2,318 +5%
NIM
1170
Northeast Investment Management
Massachusetts
$3.52M -$12.3K -200 -0.4%
JSSH
1171
J. Safra Sarasin Holding
$3.5M +$1.67M +27,124 +117%
AF
1172
Arrow Financial
New York
$3.5M -$214K -3,487 -6%
CT
1173
Chicago Trust
Illinois
$3.49M +$303K +4,931 +11%
WCM
1174
Weaver Capital Management
Georgia
$3.49M -$4K -65 -0.1%
TBT
1175
Texas Bank & Trust
Texas
$3.48M +$73.7K +1,200 +2%