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Name Holding Trade Value Shares
Change
Change in
Stake
PAM
601
Private Asset Management
California
$12.7M -$1.7M -10,504 -12%
MGP
602
Metis Global Partners
California
$12.7M +$2.03M +12,596 +20%
Cohen & Steers
603
Cohen & Steers
New York
$12.6M +$8.01M +49,614 +196%
PWM
604
Perigon Wealth Management
California
$12.6M -$201K -1,242 -2%
CGH
605
Crossmark Global Holdings
Texas
$12.5M -$40.7K -252 -0.3%
TPCW
606
TD Private Client Wealth
New York
$12.4M +$516K +3,197 +5%
MLICM
607
Metropolitan Life Insurance Company (MetLife)
New York
$12.4M -$410K -2,536 -3%
UAS
608
United Asset Strategies
New York
$12.2M +$39.1K +242 +0.3%
BCM
609
Bridgeway Capital Management
Texas
$12.2M -$1.29M -8,006 -10%
AIP
610
ARS Investment Partners
New York
$12.1M +$112K +691 +1%
WIC
611
Willis Investment Counsel
Georgia
$12.1M +$48.5K +300 +0.4%
GAM
612
Griffin Asset Management
New York
$12.1M -$161K -996 -1%
JIR
613
James Investment Research
Ohio
$12M -$110K -683 -0.9%
CTA
614
Colonial Trust Advisors
South Carolina
$12M +$18.1K +112 +0.2%
OHIS
615
Oak Harvest Investment Services
Texas
$12M +$2.89M +17,874 +34%
BWP
616
Baldwin Wealth Partners
Massachusetts
$11.9M -$120K -744 -1%
TCM
617
Tufton Capital Management
Maryland
$11.9M -$27.3K -169 -0.2%
LIM
618
Leavell Investment Management
Alabama
$11.9M +$116K +717 +1%
LWCFA
619
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11.8M -$59.8K -370 -0.5%
CIC
620
Cutler Investment Counsel
Oregon
$11.8M +$36.7K +227 +0.3%
B
621
Barings
North Carolina
$11.8M +$22.3K +138 +0.2%
DP
622
Dearborn Partners
Illinois
$11.7M +$85.8K +531 +0.8%
AAA
623
Adams Asset Advisors
Texas
$11.7M +$946K +5,857 +9%
BWL
624
Bogart Wealth LLC
Virginia
$11.7M -$83.3K -516 -0.7%
AUB
625
Atlantic Union Bankshares
Virginia
$11.6M -$387K -2,396 -3%