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S&P Global

Name Holding Trade Value Shares
Change
Change in
Stake
BIC
676
Beach Investment Counsel
Pennsylvania
$271K
CS
677
Cannell & Spears
New York
$271K
CT
678
Chicago Trust
Illinois
$271K
LA
679
Lau Associates
Delaware
$271K
CA
680
Centerpoint Advisors
Massachusetts
$271K +$261K +1,600 New
ARMT
681
Amica Retiree Medical Trust
Rhode Island
$267K
TAMH
682
Taikang Asset Management (HK)
Hong Kong
$267K +$258K +1,579 New
SYBT
683
Stock Yards Bank & Trust
Kentucky
$263K
NHC
684
Nicholas Hoffman & Company
Georgia
$261K
LSAG
685
Lake Street Advisors Group
New Hampshire
$260K +$251K +1,535 New
CAM
686
Congress Asset Management
Massachusetts
$258K -$131K -800 -34%
PVWM
687
Point View Wealth Management
New Jersey
$257K
MCM
688
McKinley Capital Management
Alaska
$254K -$170K -1,042 -41%
DJSG
689
D.J. St. Germain
Massachusetts
$254K
GT
690
Greenleaf Trust
Michigan
$254K +$218K +1,334 +818%
UC
691
Unio Capital
New Jersey
$254K +$245K +1,500 New
DY
692
Dowling & Yahnke
California
$249K
WT
693
Whittier Trust
California
$248K -$15.7K -96 -6%
FSA
694
Franklin Street Advisors
North Carolina
$248K
SFSIG
695
San Francisco Sentry Investment Group
California
$248K +$49.8K +305 +26%
FC
696
Forte Capital
New York
$246K -$5.06K -31 -2%
CAPTRUST Financial Advisors
697
CAPTRUST Financial Advisors
North Carolina
$241K +$232K +1,422 New
QCG
698
Quadrant Capital Group
Ohio
$240K
W
699
WealthShield
North Carolina
$239K +$231K +1,415 New
WP
700
WealthShield Partners
North Carolina
$239K +$231K +1,415 New