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Name Holding Trade Value Shares
Change 		Change in
Stake
PTB
1051
Pioneer Trust Bank
Oregon
$955K – – –
ST
1052
Sentinel Trust
Texas
$955K +$3.36K +85 +0.3%
JA
1053
JLB & Associates
Michigan
$948K – – –
WP
1054
WMS Partners
Maryland
$943K +$119 +3 +0%
CFA
1055
Carroll Financial Associates
North Carolina
$941K -$291K -7,351 -23%
ECM
1056
Estabrook Capital Management
New York
$939K – – –
FMWA
1057
Forvis Mazars Wealth Advisors
Missouri
$939K -$10.2K -258 -1%
MC
1058
Middleton & Co
Massachusetts
$928K -$47.4K -1,200 -5%
DCM
1059
Driehaus Capital Management
Illinois
$927K – – –
MSR
1060
Main Street Research
Connecticut
$924K -$36.2K -915 -4%
HH
1061
Hilltop Holdings
Texas
$924K +$262K +6,640 +37%
JIC
1062
Joel Isaacson & Co
New York
$923K +$6.36K +161 +0.7%
ANI
1063
American National Insurance
Texas
$920K – – –
WSA
1064
Willow Street Advisors
Florida
$917K +$396K +10,025 +71%
AIC
1065
Atlantic Investment Company
Georgia
$914K – – –
KS
1066
Karpas Strategies
Connecticut
$907K – – –
HW
1067
Hancock Whitney
Mississippi
$905K +$8.1K +205 +0.9%
WA
1068
Waverly Advisors
Alabama
$904K +$31.9K +807 +3%
IGIM
1069
I.G. Investment Management
Manitoba, Canada
$904K +$139K +3,510 +17%
MCM
1070
Maple Capital Management
Vermont
$902K +$66.7K +1,688 +8%
LCM
1071
LVM Capital Management
Michigan
$901K -$988 -25 -0.1%
ACM
1072
Ashford Capital Management
Delaware
$898K – – –
CCP
1073
Clarkston Capital Partners
Michigan
$897K +$2.53K +64 +0.3%
BCM
1074
Bourgeon Capital Management
Connecticut
$896K +$11.9K +300 +1%
WAM
1075
Weatherly Asset Management
California
$893K -$13.8K -348 -1%
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