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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
1076
Spectrum Asset Management (California)
California
$2.41M +$49.7K +540 +2%
LIM
1077
Longfellow Investment Management
Massachusetts
$2.41M – – –
WANY
1078
Wealthspire Advisors (New York)
New York
$2.41M +$203K +2,208 +10%
RMC
1079
Resources Management Corp
Connecticut
$2.41M -$600K -6,520 -21%
EAM
1080
EULAV Asset Management
Florida
$2.4M – – –
AAS
1081
Ameritas Advisory Services
Nebraska
$2.4M -$232K -2,522 -9%
BHBT
1082
Burke & Herbert Bank & Trust
Virginia
$2.4M -$62.4K -678 -3%
BJL
1083
Brighton Jones LLC
Washington
$2.39M -$296K -3,213 -11%
TSW
1084
Thompson Siegel & Walmsley
Virginia
$2.38M -$27.6K -300 -1%
SMH
1085
Sanders Morris Harris
Texas
$2.38M -$36.4K -396 -2%
EL
1086
Essex LLC
Illinois
$2.38M -$137K -1,484 -6%
JIC
1087
Joel Isaacson & Co
New York
$2.38M -$6.53K -71 -0.3%
CIC
1088
Cornercap Investment Counsel
Georgia
$2.37M +$365K +3,965 +19%
PIA
1089
Petredis Investment Advisors
Pennsylvania
$2.36M +$6.35K +69 +0.3%
PI
1090
Pettee Investors
Connecticut
$2.35M – – –
FFM
1091
Forum Financial Management
Illinois
$2.35M +$72.4K +787 +3%
FIA
1092
Foundations Investment Advisors
Arizona
$2.35M -$50K -543 -2%
BP
1093
Ballentine Partners
Massachusetts
$2.35M +$213K +2,310 +10%
CI
1094
Centerstone Investors
New York
$2.35M -$166K -1,800 -7%
CANC
1095
Culbertson A N & Co
Virginia
$2.35M -$209K -2,275 -9%
RC
1096
Roundview Capital
New Jersey
$2.34M -$383K -4,162 -15%
PT
1097
Plimoth Trust
Massachusetts
$2.33M +$65.7K +714 +3%
MBT
1098
Montecito Bank & Trust
California
$2.33M +$575K +6,247 +35%
PAM
1099
Panagora Asset Management
Massachusetts
$2.33M -$1.01K -11 -0%
LWP
1100
LMG Wealth Partners
Louisiana
$2.33M +$51.7K +562 +2%
42 43
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