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Name Holding Trade Value Shares
Change
Change in
Stake
CT
751
Cambridge Trust
Massachusetts
$353K +$325K +11,030 New
SIM
752
Sentry Investment Management
Wisconsin
$350K – – –
MPCG
753
Matrix Private Capital Group
New York
$350K +$766 +26 +0.2%
PIM
754
Penobscot Investment Management
Massachusetts
$346K – – –
MSAM
755
Moloney Securities Asset Management
Missouri
$344K – – –
SAM
756
S.A. Mason
Michigan
$340K – – –
LC
757
Lincoln Capital
Nebraska
$336K – – –
BAM
758
Berkshire Asset Management
Pennsylvania
$333K – – –
HNWAG
759
High Net Worth Advisory Group
Florida
$333K +$306K +10,390 New
AWM
760
Affinity Wealth Management
Delaware
$328K +$295 +10 +0.1%
BBA
761
Braun-Bostich & Associates
Pennsylvania
$328K +$332K +11,258 New
FCMC
762
Founders Capital Management (Connecticut)
Connecticut
$327K – – –
F
763
F3Logic
Minnesota
$327K +$943 +32 +0.3%
Federated Hermes
764
Federated Hermes
Pennsylvania
$326K -$11.3K -384 -4%
GP
765
Greenline Partners
New York
$325K – – –
ACM
766
Ategra Capital Management
Virginia
$322K – – –
MGP
767
Metis Global Partners
California
$321K +$296K +10,036 New
NSIM
768
North Star Investment Management
Illinois
$320K – – –
NICM
769
Neo Ivy Capital Management
New York
$320K +$250K +8,472 +563%
D
770
Drystone
Virginia
$320K +$295K +10,000 New
CWP
771
CFM Wealth Partners
Texas
$318K – – –
GIA
772
Gateway Investment Advisers
Ohio
$314K -$21.7K -736 -7%
DT
773
Diversified Trust
Tennessee
$312K +$287K +9,748 New
GC
774
Gilbert & Cook
Iowa
$310K +$3.01K +102 +1%
BFA
775
Brendel Financial Advisors
New Hampshire
$310K +$285K +9,668 New