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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1551
Accretive Wealth Partners
New Jersey
$1.44M +$175K +663 +16%
SGA
1552
Strategic Global Advisors
California
$1.43M +$1.3M +4,907 New
CIA
1553
Choate Investment Advisors
Massachusetts
$1.42M +$48.6K +184 +4%
CCG
1554
Ceeto Capital Group
Florida
$1.4M – – –
P
1555
&Partners
Tennessee
$1.4M +$5.81K +22 +0.5%
WA
1556
Wambolt & Associates
Colorado
$1.4M +$323K +1,224 +34%
BHBT
1557
Burke & Herbert Bank & Trust
Virginia
$1.4M +$52.8K +200 +4%
FMB
1558
Field & Main Bank
Kentucky
$1.39M +$23.8K +90 +2%
AWM
1559
Avior Wealth Management
Nebraska
$1.38M +$67.4K +255 +6%
SAM
1560
S.A. Mason
Michigan
$1.38M – – –
CCT
1561
Country Club Trust
Missouri
$1.38M +$302K +1,144 +32%
RHP
1562
Royal Harbor Partners
Texas
$1.38M -$76.3K -289 -6%
BST
1563
Bath Savings Trust
Maine
$1.38M +$142K +538 +13%
JFGIW
1564
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.38M +$3.43K +13 +0.3%
DCM
1565
Davidson Capital Management
Texas
$1.38M -$31.7K -120 -2%
PPW
1566
Parcion Private Wealth
Washington
$1.38M – – –
GKFF
1567
George Kaiser Family Foundation
Oklahoma
$1.38M – – –
IC
1568
Inverness Counsel
New York
$1.37M +$1.24M +4,710 New
AIC
1569
Ayalon Insurance Company
Israel
$1.37M +$72.9K +276 +6%
PIM
1570
Penobscot Investment Management
Massachusetts
$1.36M +$13.2K +50 +1%
ARMT
1571
Amica Retiree Medical Trust
Rhode Island
$1.36M – – –
FTC
1572
Farmers Trust Company
Ohio
$1.36M -$26.4K -100 -2%
NL
1573
Navalign LLC
California
$1.36M +$14.3K +54 +1%
SWA
1574
SFMG Wealth Advisors
Texas
$1.36M +$26.9K +102 +2%
STC
1575
Sarah T. Connolly
$1.35M +$25.4K +96 +2%
61 62
63
64 65