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Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
776
Laird Norton Wetherby Wealth Management
California
$2.38M +$121K +940 +6%
CAC
777
Core Alternative Capital
Georgia
$2.38M +$516 +4 +0%
EF
778
Exeter Financial
Arizona
$2.37M +$9.81K +76 +0.4%
IAIM
779
International Assets Investment Management
Florida
$2.37M +$93.6K +725 +4%
SC
780
Stolper & Co
Oklahoma
$2.36M +$8.39K +65 +0.4%
ANTB
781
AMG National Trust Bank
Colorado
$2.35M +$34.1K +264 +2%
BMA
782
Brooks Moore & Associates
Tennessee
$2.34M +$134K +1,039 +6%
SVWAG
783
Sound View Wealth Advisors Group
Georgia
$2.34M +$119K +920 +6%
TMAM
784
Tokio Marine Asset Management
Japan
$2.34M +$90.5K +701 +4%
BSB
785
Bangor Savings Bank
Maine
$2.32M +$81.3K +630 +4%
MC
786
Machina Capital
France
$2.32M +$1.7M +13,140 +314%
BL
787
Balentine LLC
Georgia
$2.31M +$430K +3,331 +24%
LA
788
Lifeworks Advisors
Michigan
$2.31M +$374K +2,901 +20%
TPCW
789
TD Private Client Wealth
New York
$2.3M +$911K +7,057 +69%
LS
790
Leelyn Smith
Illinois
$2.3M -$90.7K -703 -4%
ZIC
791
ZWJ Investment Counsel
Georgia
$2.3M -$73.8K -572 -3%
PT
792
Plimoth Trust
Massachusetts
$2.3M -$57.4K -445 -3%
RHAM
793
Round Hill Asset Management
California
$2.29M -$3.23K -25 -0.1%
EI
794
EDMP Inc
Florida
$2.29M +$4.9K +38 +0.2%
EWA
795
Exencial Wealth Advisors
Oklahoma
$2.28M -$282K -2,188 -11%
HPIA
796
Hamilton Point Investment Advisors
North Carolina
$2.28M -$61.2K -474 -3%
Fayez Sarofim & Co
797
Fayez Sarofim & Co
Texas
$2.28M -$129 -1 -0%
BFIC
798
Bedell Frazier Investment Counselling
California
$2.27M
SCI
799
S&CO Inc
Massachusetts
$2.26M
SWM
800
Spire Wealth Management
Virginia
$2.24M -$69.4K -538 -3%