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Name Holding Trade Value Shares
Change
Change in
Stake
DI
1101
Diligent Investors
California
$2.83M -$94.9K -2,286 -3%
AC
1102
Abbrea Capital
California
$2.82M +$139K +3,354 +5%
GIM
1103
Guardian Investment Management
California
$2.81M -$30.6K -738 -1%
LWCFA
1104
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.81M +$174K +4,180 +7%
JCM
1105
Jacobi Capital Management
Pennsylvania
$2.81M +$653K +15,727 +30%
S
1106
SignatureFD
Georgia
$2.8M +$101K +2,436 +4%
ST
1107
Somerset Trust
Pennsylvania
$2.8M -$41.6K -1,003 -1%
EWA
1108
EP Wealth Advisors
California
$2.8M +$309K +7,437 +12%
EWM
1109
Evermay Wealth Management
Virginia
$2.79M -$19.9K -479 -0.7%
JIC
1110
Joel Isaacson & Co
New York
$2.79M +$1.18M +28,519 +71%
GCM
1111
Gables Capital Management
Florida
$2.79M -$56.9K -1,370 -2%
DLA
1112
Douglas Lane & Associates
New York
$2.78M -$85.9K -2,070 -3%
TC
1113
TownSquare Capital
Utah
$2.78M +$2.89M +69,560 New
1WA
1114
180 Wealth Advisors
Washington
$2.77M -$33.3K -802 -1%
BHBT
1115
Burke & Herbert Bank & Trust
Virginia
$2.77M -$4.61K -111 -0.2%
MCM
1116
Monument Capital Management
Virginia
$2.76M -$25.5K -615 -0.9%
BHB
1117
Bank Hapoalim BM
Israel
$2.73M -$458K -11,043 -14%
WEC
1118
Winslow Evans & Crocker
Massachusetts
$2.72M +$837K +20,154 +44%
NP
1119
NS Partners
United Kingdom
$2.72M -$21.5K -519 -0.8%
RIM
1120
Rampart Investment Management
Connecticut
$2.72M -$771K -18,564 -22%
WF
1121
WealthTrust Fairport
Ohio
$2.71M -$89.3K -2,150 -3%
DPIM
1122
Duff & Phelps Investment Management
Illinois
$2.71M
POIA
1123
Pin Oak Investment Advisors
Texas
$2.71M -$102K -2,453 -4%
NONA
1124
Ninety One North America
New York
$2.71M -$5.2M -125,156 -66%
UAS
1125
United Asset Strategies
New York
$2.71M -$130K -3,126 -5%