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Name Holding Trade Value Shares
Change
Change in
Stake
RMCM
1001
Reynders McVeigh Capital Management
Massachusetts
$373K -$103K -2,092 -17%
BAM
1002
Belpointe Asset Management
Nevada
$373K +$43.2K +876 +9%
TNBTD
1003
Trustmark National Bank Trust Department
Mississippi
$372K -$14.8K -300 -3%
1IA
1004
1834 Investment Advisors
Wisconsin
$371K -$3.28M -66,410 -87%
CPA
1005
Court Place Advisors
Maryland
$371K -$55.4K -1,123 -10%
WAM
1006
Weatherly Asset Management
California
$371K -$48.5K -983 -9%
LCS
1007
Levin Capital Strategies
New York
$371K
OC
1008
Oarsman Capital
Wisconsin
$370K +$41K +830 +9%
AI
1009
Atria Investments
North Carolina
$369K -$559K -11,339 -53%
CNC
1010
Citizens & Northern Corp
Pennsylvania
$369K -$475K -9,636 -49%
GD
1011
Grandfield & Dodd
New York
$368K
JDR
1012
Jay D. Rosenbaum
$367K -$421K -8,525 -46%
PFS
1013
Physicians Financial Services
North Carolina
$364K -$484K -9,807 -49%
AWM
1014
Altium Wealth Management
New York
$364K +$310K +6,283 +165%
VFA
1015
Voya Financial Advisors
Connecticut
$362K -$52.5K -1,063 -10%
SC
1016
Searle & Co
Connecticut
$361K
YWP
1017
YorkBridge Wealth Partners
New York
$360K -$126K -2,562 -20%
FG
1018
Fiduciary Group
Georgia
$360K +$1.97K +40 +0.4%
AIIMS
1019
Analyst IMS Investment Management Services
Israel
$359K +$25.8K +523 +6%
CT
1020
Coastline Trust
Rhode Island
$358K -$279K -5,650 -36%
CIC
1021
Carnegie Investment Counsel
Ohio
$356K -$4.31M -87,403 -90%
Rockefeller Capital Management
1022
Rockefeller Capital Management
New York
$354K -$89.9K -1,821 -16%
FUBT
1023
First United Bank & Trust
Maryland
$352K -$187K -3,789 -28%
BIA
1024
Bigelow Investment Advisors
Maine
$352K +$49.1K +996 +11%
CQS
1025
Credential Qtrade Securities
$352K -$64.2K -1,301 -12%