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Name Holding Trade Value Shares
Change
Change in
Stake
LW
1001
Linscomb Wealth
Texas
$427K -$27.3K -667 -6%
MFS
1002
Miller Financial Services
Michigan
$426K +$16.5K +402 +4%
BP
1003
Ballentine Partners
Massachusetts
$425K +$179K +4,375 +76%
WPC
1004
Wedmont Private Capital
Pennsylvania
$424K -$3.32K -81 -0.6%
BHBT
1005
Burke & Herbert Bank & Trust
Virginia
$422K -$23.4K -570 -5%
TCWA
1006
Turtle Creek Wealth Advisors
Texas
$422K +$414K +10,096 New
IFG
1007
Independent Financial Group
California
$421K -$191K -4,658 -32%
RIM
1008
Reliant Investment Management
Tennessee
$421K -$4.8M -117,082 -92%
OCBCO
1009
Oversea-Chinese Banking Corp (OCBC)
Singapore
$421K -$388K -9,466 -49%
SQA
1010
Simon Quick Advisors
New Jersey
$419K +$109K +2,672 +36%
SCP
1011
Silverleafe Capital Partners
Tennessee
$418K – – –
FCBT
1012
First Citizens Bank & Trust
North Carolina
$417K -$47K -1,147 -10%
MIM
1013
Montgomery Investment Management
Maryland
$415K +$407K +9,940 New
CC
1014
Courier Capital
New York
$415K +$8.93K +218 +2%
MAM
1015
Mystic Asset Management
Rhode Island
$413K +$28.7K +700 +8%
SPWM
1016
Schrum Private Wealth Management
Florida
$412K +$2.75K +67 +0.7%
GIA
1017
Gateway Investment Advisers
Ohio
$411K -$10.9K -266 -3%
IIM
1018
Ipswich Investment Management
Massachusetts
$408K -$3.2K -78 -0.8%
CCM
1019
Cohen Capital Management
California
$407K – – –
WJWM
1020
Williams Jones Wealth Management
New York
$406K -$198K -4,827 -33%
PPWP
1021
Premier Path Wealth Partners
New Jersey
$406K -$21.6K -526 -5%
FAM
1022
Formidable Asset Management
Ohio
$405K +$72.5K +1,770 +22%
HH
1023
Hilltop Holdings
Texas
$405K +$42.1K +1,027 +12%
NAM
1024
NorthCrest Asset Manangement
Minnesota
$401K +$30.7K +749 +8%
CCAL
1025
City Center Advisors LLC
Michigan
$400K -$34.9K -851 -8%