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Name Holding Trade Value Shares
Change
Change in
Stake
RG
1101
Rikoon Group
New Mexico
$338K +$327K +3,160 New
CCA
1102
Cobblestone Capital Advisors
New York
$338K +$339K +3,270 New
Truist Financial
1103
Truist Financial
North Carolina
$335K -$62.8K -607 -16%
GC
1104
Gratry & Company
Ohio
$335K -$18.6K -180 -5%
PWLP
1105
Prio Wealth Limited Partnership
Massachusetts
$334K – – –
MSAM
1106
Moloney Securities Asset Management
Missouri
$334K +$335K +3,234 New
PMFA
1107
Plante Moran Financial Advisors
Michigan
$333K +$27.3K +264 +9%
MRCM
1108
M&R Capital Management
New Jersey
$330K +$62.1K +600 +23%
CG
1109
Clinton Group
New York
$330K +$331K +3,198 New
BTW
1110
Boston Trust Walden
Massachusetts
$329K -$1.24K -12 -0.4%
FNBSF
1111
First National Bank Sioux Falls
South Dakota
$325K – – –
NPF
1112
Norris Perne & French
Michigan
$325K – – –
TCM
1113
Tradewinds Capital Management
Washington
$322K +$319K +3,080 +7,700%
Parallax Volatility Advisers
1114
Parallax Volatility Advisers
California
$320K -$3.49M -33,670 -92%
IIM
1115
Intact Investment Management
Quebec, Canada
$320K -$1.24M -12,000 -79%
ACC
1116
Accident Compensation Corp
New Zealand
$320K +$321K +3,100 New
GAG
1117
GM Advisory Group
New York
$320K +$321K +3,103 New
LC
1118
LCNB Corp
Ohio
$315K +$316K +3,053 New
BBA
1119
BLB&B Advisors
Pennsylvania
$313K – – –
APP
1120
Avantax Planning Partners
Iowa
$313K +$313K +3,027 New
FAN
1121
Financial Advisors Network
California
$313K +$295K +2,851 New
BWP
1122
Baldwin Wealth Partners
Massachusetts
$312K – – –
WA
1123
Wheatland Advisors
Pennsylvania
$312K – – –
EVM
1124
Evelyn V. Moreno
$310K – – –
HIM
1125
Hillsdale Investment Management
Ontario, Canada
$310K +$311K +3,000 New