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Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
826
J.M. Forbes & Co
Massachusetts
$222K +$1.86K +120 +0.8%
GWM
827
Greenwich Wealth Management
Connecticut
$221K -$77.5K -5,000 -25%
MFW
828
Meristem Family Wealth
Minnesota
$221K +$17.3K +1,113 +8%
BHBT
829
Burke & Herbert Bank & Trust
Virginia
$221K +$228K +14,680 New
WA
830
WealthTrust Axiom
Pennsylvania
$220K -$4.65K -300 -2%
WP
831
WMS Partners
Maryland
$219K -$19.7K -1,273 -8%
Fayez Sarofim & Co
832
Fayez Sarofim & Co
Texas
$218K -$125K -8,034 -36%
GCAC
833
Guardian Capital Advisors (Canada)
Ontario, Canada
$218K -$33.3K -2,150 -13%
RC
834
Reik & Co
New York
$218K – – –
CCWA
835
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$217K +$225K +14,485 New
AUB
836
Atlantic Union Bankshares
Virginia
$216K – – –
CA
837
Corrado Advisors
New Jersey
$213K – – –
RBC
838
Ronald Blue & Co
Georgia
$212K -$133K -8,561 -38%
JWA
839
JFS Wealth Advisors
Pennsylvania
$212K -$28.5K -1,839 -12%
FNBTCON
840
First National Bank & Trust Co of Newtown
Pennsylvania
$210K +$186 +12 +0.1%
11A
841
10-15 Associates
New York
$209K +$822 +53 +0.4%
FA
842
Fagan Associates
New York
$207K -$1.03M -66,504 -83%
WPC
843
Waters Parkerson & Co
Louisiana
$206K -$43.7K -2,821 -17%
DI
844
Diligent Investors
California
$205K – – –
ISL
845
Ingalls & Snyder LLC
New York
$204K -$2.33K -150 -1%
ANBT
846
American National Bank & Trust
Texas
$203K -$309K -19,902 -60%
CBT
847
Central Bank & Trust
Kentucky
$203K – – –
CHAM
848
Clear Harbor Asset Management
Connecticut
$203K – – –
DBIA
849
Dumont & Blake Investment Advisors
New Jersey
$203K – – –
PI
850
Pettee Investors
Connecticut
$203K – – –