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Name Holding Trade Value Shares
Change
Change in
Stake
PSI
101
Pinnacle Summer Investments
Virginia
$753K
LNWWM
102
Laird Norton Wetherby Wealth Management
California
$748K +$42.3K +1,108 +6%
PSC
103
Prentiss Smith & Co
Vermont
$735K +$18.3K +480 +3%
Truist Financial
104
Truist Financial
North Carolina
$688K +$6.76K +177 +1%
PA
105
Pinnacle Associates
New York
$677K +$32.5K +850 +5%
CCMINC
106
Cardinal Capital Management Inc (North Carolina)
North Carolina
$647K -$4.01K -105 -0.6%
UCFA
107
United Capital Financial Advisors
Texas
$646K -$156K -4,091 -19%
NIP
108
Nicholas Investment Partners
California
$642K
Brown Advisory
109
Brown Advisory
Maryland
$630K
HSBC Holdings
110
HSBC Holdings
United Kingdom
$630K +$201K +5,265 +47%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$590K -$61.3K -1,605 -9%
KeyBank National Association
112
KeyBank National Association
Ohio
$589K +$6.15K +161 +1%
DADC
113
D.A. Davidson & Co
Montana
$577K +$68.5K +1,792 +13%
COI
114
Connable Office Inc
Michigan
$537K
SIA
115
SeaBridge Investment Advisors
New Jersey
$522K -$3.82K -100 -0.7%
GF
116
Gabelli Funds
New York
$515K +$76.4K +2,000 +17%
RA
117
Rational Advisors
New York
$511K -$1.46M -38,110 -74%
GVT
118
Genesee Valley Trust
New York
$498K -$1.34K -35 -0.3%
SCM
119
Stevens Capital Management
Pennsylvania
$498K +$266K +6,950 +114%
SIA
120
Sit Investment Associates
Minnesota
$492K
AIA
121
Avalon Investment & Advisory
Texas
$466K +$2.56K +67 +0.6%
WRM
122
Westport Resources Management
Connecticut
$458K
RhumbLine Advisers
123
RhumbLine Advisers
Massachusetts
$455K +$153K +4,000 +51%
GA
124
GFS Advisors
Texas
$446K
CIP
125
Convergence Investment Partners
Florida
$442K -$183K -4,782 -29%