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Name Holding Trade Value Shares
Change
Change in
Stake
LIM
801
Leavell Investment Management
Alabama
$658K
PTC
802
Private Trust Company
Ohio
$655K -$482K -2,414 -42%
BPCE
803
Bank Pictet & Cie (Europe)
Germany
$655K +$119K +594 +22%
RCA
804
Rowland Carmichael Advisors
Arizona
$649K +$150K +749 +30%
SG
805
Somerset Group
Minnesota
$648K +$34.8K +174 +6%
PA
806
Pinnacle Associates
New York
$643K +$2K +10 +0.3%
AJ
807
Ashburton (Jersey)
Jersey
$642K
IMRF
808
Illinois Municipal Retirement Fund
Illinois
$639K +$639K +3,198 New
BAM
809
Belpointe Asset Management
Nevada
$638K +$2.8K +14 +0.4%
WP
810
WMS Partners
Maryland
$636K +$5K +25 +0.8%
CWM
811
Chesapeake Wealth Management
Virginia
$633K -$519K -2,596 -45%
JIC
812
Johnson Investment Counsel
Ohio
$629K -$1.6K -8 -0.3%
BRWA
813
B. Riley Wealth Advisors
Florida
$628K +$50.2K +251 +9%
CFA
814
Cahill Financial Advisors
Minnesota
$624K
NFC
815
Northeast Financial Consultants
Connecticut
$622K -$200K -1,000 -24%
UBG
816
United Bank (Georgia)
Georgia
$617K +$67.3K +337 +12%
GBA
817
Garrison Bradford & Associates
New York
$615K
HB
818
Homrich & Berg
Georgia
$611K -$999 -5 -0.2%
HIIFS
819
Harel Insurance Investments & Financial Services
Israel
$610K +$147K +736 +32%
BP
820
BBR Partners
New York
$610K +$210K +1,051 +52%
CG
821
Caprock Group
Idaho
$608K +$71.7K +359 +13%
Vanguard Personalized Indexing Management
822
Vanguard Personalized Indexing Management
California
$605K +$287K +1,434 +90%
YWP
823
YorkBridge Wealth Partners
New York
$603K +$30.4K +152 +5%
ADMI
824
Albert D. Mason Inc
Massachusetts
$602K +$8.99K +45 +2%
MWM
825
Mission Wealth Management
California
$601K +$11.6K +58 +2%