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Name Holding Trade Value Shares
Change
Change in
Stake
BBI
1701
Baxter Bros Inc
Connecticut
$615K -$178K -5,213 -23%
WIM
1702
Westside Investment Management
California
$614K +$103 +3 +0%
SOAMC
1703
Spirit of America Management Corp
New York
$613K
PCM
1704
Perritt Capital Management
Illinois
$611K
CWM
1705
Confluence Wealth Management
Oregon
$610K +$277K +8,103 +84%
Kovitz Investment Group Partners
1706
Kovitz Investment Group Partners
Illinois
$608K +$13.9K +406 +2%
MWM
1707
Marietta Wealth Management
Georgia
$608K +$52.1K +1,524 +9%
HIIFS
1708
Harel Insurance Investments & Financial Services
Israel
$606K -$7.93M -232,059 -93%
PP
1709
Pegasus Partners
Wisconsin
$606K -$14.7K -429 -2%
DBIA
1710
Dumont & Blake Investment Advisors
New Jersey
$606K +$14.8K +433 +3%
PAIM
1711
Punch & Associates Investment Management
Minnesota
$606K +$601K +17,601 New
LI
1712
Lafayette Investments
Maryland
$604K
BST
1713
Bath Savings Trust
Maine
$603K -$68.9K -2,017 -10%
EGA
1714
Eagle Global Advisors
Texas
$603K -$10.8K -316 -2%
EWM
1715
Empirical Wealth Management
Washington
$603K +$278K +8,121 +86%
TIA
1716
Tiemann Investment Advisors
California
$602K
NAMA
1717
Nikko Asset Management Americas
New York
$601K -$5.3M -155,020 -90%
SLT
1718
St Louis Trust
Missouri
$600K -$312K -9,116 -34%
SCP
1719
Sandhill Capital Partners
New York
$598K +$2.73K +80 +0.5%
RWA
1720
River Wealth Advisors
Pennsylvania
$597K -$20.9K -612 -3%
MJP
1721
Michael J. Puzo
$595K -$24.3K -711 -4%
RMA
1722
Roffman Miller Associates
Pennsylvania
$594K +$70.8K +2,071 +14%
BMC
1723
Benin Management Corp
Connecticut
$587K -$14.4K -422 -2%
GLI
1724
Guardian Life Insurance
New York
$587K +$87.7K +2,567 +18%
RWM
1725
RKL Wealth Management
Pennsylvania
$583K -$137K -4,005 -19%