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Name Holding Trade Value Shares
Change
Change in
Stake
DIA
826
Dean Investment Associates
Ohio
$3.45M +$430K +18,673 +15%
JPMIA
827
J.P. Marvel Investment Advisors
Massachusetts
$3.41M +$122K +5,296 +4%
PLFAM
828
Pineno Levin & Ford Asset Management
Virginia
$3.41M -$43.1K -1,874 -1%
DSC
829
Duncker Streett & Co
Missouri
$3.41M +$74.6K +3,243 +2%
BO
830
BRR OpCo
Ohio
$3.41M +$1.19M +51,723 +56%
RSVP
831
Ramsay Stattman Vela & Price
Colorado
$3.4M +$79.3K +3,449 +2%
Bessemer Group
832
Bessemer Group
New Jersey
$3.4M -$318K -13,815 -9%
COI
833
Connable Office Inc
Michigan
$3.4M -$166K -7,208 -5%
BAM
834
Belpointe Asset Management
Nevada
$3.37M +$1.23M +53,500 +60%
RA
835
Rational Advisors
New York
$3.37M +$2.27M +98,604 +227%
IFAM
836
Institutional & Family Asset Management
Colorado
$3.36M +$150K +6,516 +5%
WSC
837
Wellington Shields & Co
New York
$3.36M +$231K +10,056 +8%
PIM
838
Penobscot Investment Management
Massachusetts
$3.36M -$30.6K -1,332 -0.9%
IB
839
Intrust Bank
Kansas
$3.35M -$61.9K -2,689 -2%
BCMO
840
Buckingham Capital Management (Ohio)
Ohio
$3.35M +$133K +5,762 +4%
FAIM
841
Financial Advocates Investment Management
Washington
$3.35M +$22.9K +997 +0.7%
KFP
842
KMG Fiduciary Partners
Ohio
$3.35M +$549K +23,872 +20%
WA
843
Wheatland Advisors
Pennsylvania
$3.34M +$253K +10,980 +8%
CCM
844
Coldstream Capital Management
Washington
$3.33M +$2.62M +114,054 +430%
CFGS
845
Concourse Financial Group Securities
Alabama
$3.28M +$251K +10,913 +9%
HIC
846
Holderness Investments Company
North Carolina
$3.27M +$118K +5,130 +4%
AAS
847
Annex Advisory Services
Wisconsin
$3.27M +$315K +13,701 +11%
HPC
848
HM Payson & Co
Maine
$3.27M +$3.17M +137,983 New
KMWM
849
Keudell/Morrison Wealth Management
Oregon
$3.26M +$3.17M +137,660 New
PWAP
850
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.26M +$308K +13,397 +11%