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Name Holding Trade Value Shares
Change
Change in
Stake
GT
1326
Greenleaf Trust
Michigan
$372K -$55.6K -725 -13%
NBG
1327
Nancy B. Gardiner
$366K +$72.4K +945 +26%
BW
1328
Bison Wealth
Georgia
$361K -$9.89K -129 -3%
CPA
1329
Capital Planning Advisors
California
$361K -$3.83K -50 -1%
IWA
1330
Intercontinental Wealth Advisors
Texas
$356K -$1.92K -25 -0.6%
WRM
1331
Westport Resources Management
Connecticut
$356K +$38.3K +500 +12%
WA
1332
Wealth Architects
California
$355K -$27.1K -354 -7%
MBT
1333
Montecito Bank & Trust
California
$355K +$107K +1,400 +45%
AC
1334
Allstate Corporation
Illinois
$355K +$344K +4,485 New
WA
1335
Waverly Advisors
Alabama
$354K -$38.7K -505 -10%
JWA
1336
JFS Wealth Advisors
Pennsylvania
$352K -$1.69K -22 -0.5%
WA
1337
Wheatland Advisors
Pennsylvania
$352K – – –
BRA
1338
Bender Robert & Associates
California
$349K -$14.9K -195 -4%
SCM
1339
SOL Capital Management
Maryland
$348K +$7.67K +100 +2%
RGC
1340
Roberts, Glore & Co
Illinois
$347K – – –
BHBT
1341
Burke & Herbert Bank & Trust
Virginia
$347K +$28.6K +373 +9%
FWP
1342
FAS Wealth Partners
Kansas
$347K +$99.2K +1,294 +42%
SL
1343
Summitry LLC
California
$346K -$5.48M -71,464 -94%
MCWS
1344
McKinley Carter Wealth Services
West Virginia
$344K -$22.7K -296 -6%
SIA
1345
SeaBridge Investment Advisors
New Jersey
$343K -$9.2K -120 -3%
PL
1346
Parthenon LLC
Kentucky
$342K – – –
PWMAG
1347
Pinnacle Wealth Management Advisory Group
New Jersey
$339K +$65.9K +860 +25%
CL
1348
CPWM LLC
Washington
$338K -$24.8K -324 -7%
CAM
1349
ClariVest Asset Management
California
$338K +$327K +4,267 New
TPWA
1350
TRUE Private Wealth Advisors
Oregon
$337K +$8.28K +108 +3%