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Name Holding Trade Value Shares
Change
Change in
Stake
P
801
Pitcairn
Pennsylvania
$658K -$17.6K -88 -3%
LIM
802
Leavell Investment Management
Alabama
$658K – – –
PTC
803
Private Trust Company
Ohio
$655K -$482K -2,414 -42%
BPCE
804
Bank Pictet & Cie (Europe)
Germany
$655K +$119K +594 +22%
RCA
805
Rowland Carmichael Advisors
Arizona
$649K +$150K +749 +30%
SG
806
Somerset Group
Minnesota
$648K +$34.8K +174 +6%
PA
807
Pinnacle Associates
New York
$643K +$2K +10 +0.3%
AJ
808
Ashburton (Jersey)
Jersey
$642K – – –
IMRF
809
Illinois Municipal Retirement Fund
Illinois
$639K +$639K +3,198 New
BAM
810
Belpointe Asset Management
Nevada
$638K +$2.8K +14 +0.4%
WP
811
WMS Partners
Maryland
$636K +$5K +25 +0.8%
CWM
812
Chesapeake Wealth Management
Virginia
$633K -$519K -2,596 -45%
JIC
813
Johnson Investment Counsel
Ohio
$629K -$1.6K -8 -0.3%
BRWA
814
B. Riley Wealth Advisors
Florida
$628K +$50.2K +251 +9%
CFA
815
Cahill Financial Advisors
Minnesota
$624K – – –
NFC
816
Northeast Financial Consultants
Connecticut
$622K -$200K -1,000 -24%
UBG
817
United Bank (Georgia)
Georgia
$617K +$67.3K +337 +12%
GBA
818
Garrison Bradford & Associates
New York
$615K – – –
HB
819
Homrich & Berg
Georgia
$611K -$999 -5 -0.2%
HIIFS
820
Harel Insurance Investments & Financial Services
Israel
$610K +$147K +736 +32%
BP
821
BBR Partners
New York
$610K +$210K +1,051 +52%
CG
822
Caprock Group
Idaho
$608K +$71.7K +359 +13%
Vanguard Personalized Indexing Management
823
Vanguard Personalized Indexing Management
California
$605K +$287K +1,434 +90%
YWP
824
YorkBridge Wealth Partners
New York
$603K +$30.4K +152 +5%
ADMI
825
Albert D. Mason Inc
Massachusetts
$602K +$8.99K +45 +2%