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Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
801
M&R Capital Management
New Jersey
$54K – – –
PFBT
802
Parkside Financial Bank & Trust
Missouri
$54K +$11.9K +47 +31%
SIAS
803
Shine Investment Advisory Services
Colorado
$47K -$1.52K -6 -3%
ANBT
804
American National Bank & Trust
Texas
$45K – – –
BAM
805
Barrett Asset Management
New York
$44K +$40.6K +160 New
SCM
806
Silvant Capital Management
Georgia
$43K – – –
KPW
807
Kore Private Wealth
New York
$42K +$762 +3 +2%
CI
808
CX Institutional
Indiana
$34K +$18.3K +72 +144%
GAM
809
Gemmer Asset Management
California
$33K – – –
M
810
Mirova
France
$32K – – –
PGAM
811
Princeton Global Asset Management
New Jersey
$29K – – –
AWA
812
Arkadios Wealth Advisors
Georgia
$26.2K +$22.9K +90 New
JCM
813
Jacobi Capital Management
Pennsylvania
$26K – – –
SLF
814
Sun Life Financial
Ontario, Canada
$26K +$254 +1 +1%
CAC
815
Certified Advisory Corp
Florida
$25K – – –
KPCM
816
Kings Point Capital Management
New York
$25K – – –
FHA
817
First Horizon Advisors
Tennessee
$24K -$44K -173 -67%
SWM
818
Sugarloaf Wealth Management
Georgia
$24K – – –
FMII
819
Farmers & Merchants Investments Inc
Nebraska
$23K +$762 +3 +4%
PCG
820
Private Capital Group
Connecticut
$21K -$4.07K -16 -18%
EW
821
Evoke Wealth
California
$21K -$2.03K -8 -9%
EARNEST Partners
822
EARNEST Partners
Georgia
$21K – – –
GWS
823
Glassman Wealth Services
Virginia
$20K +$8.13K +32 +80%
Loomis, Sayles & Company
824
Loomis, Sayles & Company
Massachusetts
$19K -$762 -3 -4%
CAGAS
825
Capital Advisory Group Advisory Services
Minnesota
$18K – – –