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Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1051
Stonebridge Capital Management
California
$261K
BMC
1052
Benin Management Corp
Connecticut
$260K
WF
1053
Welch & Forbes
Massachusetts
$259K +$3.62K +31 +1%
AW
1054
Alpha Windward
Massachusetts
$256K -$3.97K -34 -2%
CGL
1055
Clarius Group LLC
Washington
$255K +$254K +2,174 New
FBNAT
1056
FirstMerit Bank N.A. Trustee
Ohio
$254K
SHWM
1057
Smith & Howard Wealth Management
Georgia
$254K
DMC
1058
Drexel Morgan & Co
Pennsylvania
$253K
SCG
1059
Sonata Capital Group
Washington
$253K
CBT
1060
Central Bank & Trust
Kentucky
$253K +$77K +659 +44%
CRC
1061
Curi RMB Capital
Illinois
$251K +$38.5K +329 +18%
BONST
1062
Bank of Nova Scotia Trust
Ontario, Canada
$247K
KCM
1063
Kanawha Capital Management
Virginia
$244K
PI
1064
Pettee Investors
Connecticut
$244K
PAS
1065
Park Avenue Securities
New York
$243K +$241K +2,062 New
PMFA
1066
Plante Moran Financial Advisors
Michigan
$242K +$42.5K +364 +21%
HIIFS
1067
Harel Insurance Investments & Financial Services
Israel
$241K +$240K +2,050 New
LCP
1068
Legacy Capital Partners
Wisconsin
$239K +$15.2K +130 +7%
CCM
1069
Catawba Capital Management
Virginia
$236K
GSBTD
1070
Glenview State Bank Trust Department
Illinois
$235K
FAM
1071
Formidable Asset Management
Ohio
$233K
JGIA
1072
Jackson Grant Investment Advisers
Connecticut
$232K +$230K +1,972 New
MWM
1073
Mission Wealth Management
California
$231K +$4.56K +39 +2%
CC
1074
Courier Capital
New York
$230K +$17.6K +151 +8%
AF
1075
Aldebaran Financial
$230K +$230K +1,965 New