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Name Holding Trade Value Shares
Change
Change in
Stake
BST
1926
Bath Savings Trust
Maine
$326K -$15.8K -224 -5%
LCS
1927
Levin Capital Strategies
New York
$322K -$161M -2,279,789 -100%
LAIC
1928
Lederer & Associates Investment Counsel
California
$322K -$33K -467 -10%
CI
1929
CX Institutional
Indiana
$322K +$307K +4,351 +7,133%
PCM
1930
Pointe Capital Management
Michigan
$321K -$2.68K -38 -0.9%
SCA
1931
STALEY CAPITAL ADVISERS
Pennsylvania
$320K
TFO
1932
Tarbox Family Office
California
$320K
BMC
1933
Benin Management Corp
Connecticut
$320K +$51.8K +734 +20%
ZF
1934
Zhang Financial
Michigan
$320K +$73.6K +1,042 +31%
LWANC
1935
Laurel Wealth Advisors (North Carolina)
North Carolina
$320K +$310K +4,391 New
SFG
1936
StrategIQ Financial Group
Indiana
$319K -$14.8K -210 -5%
VBFG
1937
Vishria Bird Financial Group
Tennessee
$318K
GLA
1938
Good Life Advisors
Pennsylvania
$316K +$40.6K +575 +15%
BAM
1939
Burgundy Asset Management
Ontario, Canada
$315K -$43.5K -616 -12%
QCIG
1940
Quad-Cities Investment Group
Iowa
$314K
SHWM
1941
Smith & Howard Wealth Management
Georgia
$314K +$304K +4,305 New
HIIFS
1942
Harel Insurance Investments & Financial Services
Israel
$312K -$1.1M -15,633 -79%
AAP
1943
Arax Advisory Partners
Colorado
$312K +$103K +1,465 +52%
HCM
1944
Hilton Capital Management
New York
$311K +$7.91K +112 +3%
CSA
1945
Cottage Street Advisors
Massachusetts
$310K
PCM
1946
Poehling Capital Management
Wisconsin
$310K +$6.28K +89 +2%
PC
1947
Palo Capital
California
$309K -$21.1K -299 -7%
KA
1948
Klingman & Associates
New York
$307K -$86.4K -1,224 -23%
CBFP
1949
Cedar Brook Financial Partners
Ohio
$307K +$298K +4,216 New
FMT
1950
First Mercantile Trust
Tennessee
$306K -$861K -12,202 -74%