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Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
551
Burke & Herbert Bank & Trust
Virginia
$625K +$12.6K +973 +2%
BC
552
Bartlett & Co
Ohio
$621K
ACS
553
Archford Capital Strategies
Illinois
$621K +$63.9K +4,922 +10%
LNWWM
554
Laird Norton Wetherby Wealth Management
California
$618K +$44.6K +3,437 +7%
FIM
555
Freedom Investment Management
Connecticut
$594K -$91.9K -7,079 -27%
LFM
556
Lumina Fund Management
New York
$586K -$7.71M -593,659 -92%
CIC
557
Chilton Investment Company
Connecticut
$573K
AP
558
Advisor Partners
California
$572K +$22.6K +1,737 +4%
RJT
559
Raymond James Trust
Florida
$572K +$66.4K +5,111 +12%
ANB
560
Amarillo National Bank
Texas
$568K +$63K +4,853 +11%
Victory Capital Management
561
Victory Capital Management
Texas
$560K +$152K +11,699 +32%
MIC
562
Meridian Investment Counsel
California
$550K
TU
563
TDAM USA
Ontario, Canada
$550K +$2.87K +221 +0.5%
BF
564
BOK Financial
Oklahoma
$549K -$27.9K -2,145 -4%
William Blair & Company
565
William Blair & Company
Illinois
$541K -$119K -9,149 -16%
BBHC
566
Brown Brothers Harriman & Co
New York
$540K +$19.3K +1,484 +3%
AIIMS
567
Analyst IMS Investment Management Services
Israel
$533K -$62.9K -4,844 -10%
CAN
568
Cetera Advisor Networks
California
$532K +$112K +8,658 +23%
FMBTD
569
First Midwest Bank Trust Division
Illinois
$507K -$947K -72,921 -63%
AF
570
Allworth Financial
California
$507K +$22.7K +1,744 +4%
BCM
571
Bluefin Capital Management
New York
$505K +$564K +43,386 New
LJHT
572
Laurie J. Hall Trustee
$501K
Truist Financial
573
Truist Financial
North Carolina
$501K +$137K +10,545 +32%
RC
574
Reik & Co
New York
$492K
MAM
575
Mizuho Asset Management
Japan
$490K +$66.7K +5,137 +14%