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Name Holding Trade Value Shares
Change
Change in
Stake
TAM
501
Tocqueville Asset Management
New York
$3.81M -$8.1K -25 -0.2%
MAM
502
Morse Asset Management
Connecticut
$3.72M +$158K +489 +5%
MCWS
503
McKinley Carter Wealth Services
West Virginia
$3.68M +$3.44M +10,620 New
PGFC
504
Peapack-Gladstone Financial Corp
New Jersey
$3.65M +$36K +111 +1%
RWA
505
River Wealth Advisors
Pennsylvania
$3.62M -$53.8K -166 -2%
GJIC
506
Gamble Jones Investment Counsel
California
$3.6M
TCCM
507
Timber Creek Capital Management
Massachusetts
$3.56M -$1.29M -3,993 -28%
TCOV
508
Trust Company of Vermont
Vermont
$3.52M +$38.9K +120 +1%
PIM
509
Perpetual Investment Management
Australia
$3.51M -$223K -689 -6%
CCP
510
Corient Capital Partners
California
$3.51M +$61.9K +191 +2%
TNA
511
True North Advisors
Texas
$3.49M +$7.78K +24 +0.2%
BOTW
512
Bank of the West
California
$3.45M +$91K +281 +3%
FNB
513
Farmers National Bank
Kentucky
$3.42M +$112K +346 +4%
DC
514
Davenport & Co
Virginia
$3.4M -$133K -411 -4%
PWLP
515
Prio Wealth Limited Partnership
Massachusetts
$3.4M
F
516
F3Logic
Minnesota
$3.4M +$297K +917 +10%
IPW
517
IronBridge Private Wealth
Texas
$3.4M +$3.18M +9,810 New
CSPIA
518
Cary Street Partners Investment Advisory
Virginia
$3.38M -$5.18K -16 -0.2%
EL
519
Essex LLC
Illinois
$3.37M -$35.6K -110 -1%
BMO
520
Beck Mack & Oliver
New York
$3.36M -$389K -1,200 -11%
NB
521
NBT Bank
New York
$3.35M -$34K -105 -1%
RWA
522
Roberts Wealth Advisors
California
$3.34M +$130K +402 +4%
AII
523
AGF Investments Inc
Ontario, Canada
$3.33M
NGA
524
Naples Global Advisors
Florida
$3.33M -$40.5K -125 -1%
SB
525
Simmons Bank
Arkansas
$3.29M -$390K -1,205 -11%