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Name Holding Trade Value Shares
Change
Change in
Stake
HTC
851
Haverford Trust Company
Pennsylvania
$597K -$295K -7,313 -33%
ST
852
Smithfield Trust
Pennsylvania
$597K -$12.1K -300 -2%
NIM
853
Needham Investment Management
New York
$596K
GCM
854
GeoSphere Capital Management
Florida
$596K +$605K +15,000 New
HIM
855
Harbour Investment Management
Washington
$594K -$9.27K -230 -2%
NIM
856
Northeast Investment Management
Massachusetts
$588K -$88.5K -2,196 -13%
FPS
857
Fieldpoint Private Securities
Connecticut
$578K -$45.4K -1,127 -7%
WKWM
858
Walter & Keenan Wealth Management
Indiana
$578K
CB
859
CNB Bank
Pennsylvania
$578K +$78.8K +1,955 +16%
WIC
860
Woodmont Investment Counsel
Tennessee
$576K +$135K +3,350 +30%
LWCFA
861
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$573K +$33.1K +820 +6%
PHS
862
Pekin Hardy Strauss
Illinois
$571K +$323 +8 +0.1%
AWM
863
Altium Wealth Management
New York
$570K +$100K +2,488 +21%
BWM
864
BigSur Wealth Management
Florida
$569K +$121K +3,000 +27%
NAMP
865
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$566K -$315K -7,817 -35%
PWP
866
Private Wealth Partners
California
$566K -$20.2K -500 -3%
PW
867
Price Wealth
Texas
$565K
LWS
868
Lucia Wealth Services
California
$561K -$104K -2,577 -15%
FIM
869
Fruth Investment Management
Texas
$561K
CA
870
Clearstead Advisors
Ohio
$560K -$91.9K -2,279 -14%
MC
871
MRJ Capital
New York
$560K +$44.4K +1,100 +8%
MIAS
872
Mason Investment Advisory Services
Virginia
$559K
RWM
873
Ritholtz Wealth Management
New York
$558K +$24.2K +600 +4%
KMWM
874
Keudell/Morrison Wealth Management
Oregon
$557K +$53.1K +1,318 +9%
I
875
IberiaBank
Louisiana
$554K -$26.9K -668 -5%