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Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
576
Walter & Keenan Wealth Management
Indiana
$262K – – –
LWCFA
577
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$261K +$8.12K +120 +3%
SCA
578
Stonebridge Capital Advisors
Minnesota
$261K +$264K +3,900 New
TIA
579
Tiemann Investment Advisors
California
$259K +$37.9K +560 +17%
CIP
580
Convergence Investment Partners
Florida
$256K -$121K -1,784 -32%
TCM
581
Texan Capital Management
Texas
$255K – – –
DP
582
Dearborn Partners
Illinois
$255K +$15.8K +234 +7%
PFPT
583
Pinnacle Financial Partners (Tennessee)
Tennessee
$254K – – –
EWM
584
Evercore Wealth Management
New York
$254K +$153K +2,260 +146%
RGC
585
Roberts, Glore & Co
Illinois
$252K -$541 -8 -0.2%
CNBT
586
Canandaigua National Bank & Trust
New York
$251K -$37.9K -560 -13%
YMRC
587
Yorktown Management & Research Company
Virginia
$251K – – –
ZDA
588
Zweig-DiMenna Associates
New York
$251K +$5.42K +80 +2%
MCM
589
Manchester Capital Management
Vermont
$249K +$252K +3,727 New
FNT
590
First National Trust
Pennsylvania
$248K +$251K +3,710 New
BHBT
591
Burke & Herbert Bank & Trust
Virginia
$246K – – –
BIM
592
Barton Investment Management
Pennsylvania
$242K – – –
SBH
593
Segall Bryant & Hamill
Illinois
$241K -$69K -1,020 -22%
DAM
594
Doheny Asset Management
California
$241K – – –
AL
595
Agran Libbie
California
$235K – – –
WJA
596
Williams Jones & Associates
New York
$234K -$5.34M -78,858 -96%
CIC
597
Carnegie Investment Counsel
Ohio
$234K -$21.7K -320 -8%
VFS
598
VSR Financial Services
Kansas
$234K +$237K +3,505 New
SAM
599
SignalPoint Asset Management
Missouri
$233K +$5.69K +84 +2%
FIB
600
First Interstate Bank
Montana
$232K +$2.1K +31 +0.9%