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Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
1201
MassMutual Private Wealth & Trust
Connecticut
$520K +$229K +2,601 +80%
OC
1202
Oarsman Capital
Wisconsin
$518K
GIA
1203
Granite Investment Advisors
New Hampshire
$516K
HHGA
1204
Halbert Hargrove Global Advisors
California
$516K +$46.6K +528 +10%
PL
1205
Parkwood LLC
Ohio
$512K -$242K -2,746 -32%
NPA
1206
Nichols & Pratt Advisers
Massachusetts
$507K
PCA
1207
Peddock Capital Advisors
Massachusetts
$506K
HVIA
1208
Hudson Valley Investment Advisors
New York
$506K +$50.7K +575 +11%
CYG
1209
Clean Yield Group
Vermont
$505K -$4.41K -50 -0.9%
WCM Investment Management
1210
WCM Investment Management
California
$504K
NES
1211
New England Securities
New York
$500K -$9.88K -112 -2%
LFM
1212
Lumina Fund Management
New York
$499K -$3.09M -35,000 -86%
T
1213
Thomaspartners
Massachusetts
$497K +$134K +1,515 +37%
CIC
1214
Crawford Investment Counsel
Georgia
$495K -$174K -1,970 -26%
AUB
1215
Atlantic Union Bankshares
Virginia
$493K
UR
1216
USCA RIA
Texas
$490K +$189K +2,141 +64%
HCM
1217
Hilton Capital Management
New York
$486K +$481K +5,455 New
SCM
1218
Shapiro Capital Management
Georgia
$485K
RMC
1219
Regis Management Company
California
$485K -$5.47K -62 -1%
ZCI
1220
Zevenbergen Capital Investments
Washington
$479K -$4.41K -50 -0.9%
SSIA
1221
Spero-Smith Investment Advisers
Ohio
$477K +$12.8K +145 +3%
SGAM
1222
Steinberg Global Asset Management
Florida
$473K +$41.7K +473 +10%
WMC
1223
Westwood Management Corporation
Illinois
$472K +$10.6K +120 +2%
PAM
1224
Premier Asset Management
Illinois
$470K
EIM
1225
Emerson Investment Management
Massachusetts
$468K -$36.7K -416 -7%