Name Holding Trade Value Shares
Change
Change in
Stake
ITIM
1301
Indiana Trust & Investment Management
Indiana
– -$244K -4,945 Closed
PC
1302
Port Capital
Illinois
– -$242K -4,905 Closed
ET
1303
Equitable Trust
Tennessee
– -$225K -4,582 Closed
BTW
1304
Boston Trust Walden
Massachusetts
– -$223K -4,523 Closed
CBN
1305
Cadence Bank NA
Texas
– -$219K -4,426 Closed
UAS
1306
United Asset Strategies
New York
– -$577K -4,405 Closed
WHG
1307
Westwood Holdings Group
Texas
– -$212K -4,307 Closed
FFBTD
1308
First Financial Bank - Trust Division
Ohio
– -$209K -4,238 Closed
AIA
1309
Avalon Investment & Advisory
Texas
– -$208K -4,223 Closed
CIA
1310
Choate Investment Advisors
Massachusetts
– -$207K -4,189 Closed
GAG
1311
GM Advisory Group
New York
– -$205K -4,167 Closed
KFA
1312
Kelleher Financial Advisors
New York
– -$205K -4,162 Closed
PL
1313
Plancorp LLC
Missouri
– -$204K -4,131 Closed
AIIMS
1314
Analyst IMS Investment Management Services
Israel
– -$260K -3,467 Closed
FLPIM
1315
F.L. Putnam Investment Management
Massachusetts
– -$171K -3,460 Closed
MWM
1316
Meridian Wealth Management
Kentucky
– -$160K -3,251 Closed
TNBTD
1317
Trustmark National Bank Trust Department
Mississippi
– -$142K -2,895 Closed
SMFS
1318
Squar Milner Financial Services
California
– -$137K -2,775 Closed
NIPH
1319
NN Investment Partners Holdings
Netherlands
– -$117K -2,361 Closed
BCP
1320
Blue Chip Partners
Michigan
– -$112K -2,279 Closed
IAM
1321
Iridian Asset Management
Connecticut
– -$112K -2,266 Closed
TPWA
1322
TRUE Private Wealth Advisors
Oregon
– -$96K -1,966 Closed
PFC
1323
Phocas Financial Corp
California
– -$95K -1,932 Closed
PFO
1324
Pathstone Family Office
New Jersey
– -$78.7K -1,682 -100%
EH
1325
Employers Holdings
Nevada
– -$64K -1,300 Closed