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Name Holding Trade Value Shares
Change 		Change in
Stake
LWPC
1526
Legacy Wealth Partners (California)
California
$1.12M +$38.1K +184 +4%
PM
1527
Parametrica Management
Hong Kong
$1.11M +$984K +4,751 New
PIMG
1528
Patriot Investment Management Group
Tennessee
$1.11M -$16K -77 -2%
RMDI
1529
R.M. Davis Inc
Maine
$1.11M +$209K +1,008 +27%
SP
1530
Successful Portfolios
Florida
$1.11M +$11.4K +55 +1%
GKFF
1531
George Kaiser Family Foundation
Oklahoma
$1.1M +$338K +1,633 +53%
BPCE
1532
Bank Pictet & Cie (Europe)
Germany
$1.1M – – –
SAM
1533
S.A. Mason
Michigan
$1.1M +$2.07K +10 +0.2%
MMPW
1534
Mitchell McLeod Pugh & Williams
Alabama
$1.1M -$148K -713 -13%
SKK
1535
Shepherd Kaplan Krochuk
Massachusetts
$1.1M -$20.7K -100 -2%
CCM
1536
Conway Capital Management
California
$1.1M +$973K +4,695 New
PIA
1537
Perennial Investment Advisors
California
$1.09M +$25.5K +123 +3%
DHFB
1538
Dixon Hubard Feinour & Brown
Virginia
$1.09M – – –
PHAM
1539
Palisades Hudson Asset Management
Florida
$1.09M – – –
NB
1540
NBT Bank
New York
$1.09M – – –
RWP
1541
RWA Wealth Partners
Massachusetts
$1.09M +$46.6K +225 +5%
SG
1542
Somerset Group
Minnesota
$1.08M – – –
CIA
1543
Choate Investment Advisors
Massachusetts
$1.08M +$102K +492 +12%
CG
1544
Cutler Group
California
$1.08M +$776K +3,747 +423%
MG
1545
Mather Group
Illinois
$1.08M +$260K +1,256 +37%
PIM
1546
Penobscot Investment Management
Massachusetts
$1.08M – – –
BHBT
1547
Burke & Herbert Bank & Trust
Virginia
$1.08M +$51.8K +250 +6%
VCA
1548
Verdence Capital Advisors
Maryland
$1.08M +$229K +1,106 +32%
CBTWT
1549
Community Bank & Trust (Waco, Texas)
Texas
$1.08M +$49.7K +240 +6%
JIC
1550
Joel Isaacson & Co
New York
$1.08M +$311K +1,500 +48%
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