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Name Holding Trade Value Shares
Change
Change in
Stake
AI
576
Atria Investments
North Carolina
$559K +$36.2K +382 +7%
WIC
577
Woodmont Investment Counsel
Tennessee
$557K -$23.7K -250 -4%
NB
578
Nicolet Bankshares
Wisconsin
$557K -$10.9K -115 -2%
VNA
579
Valley National Advisers
Pennsylvania
$554K -$73.6K -777 -12%
UB
580
UMB Bank
Missouri
$553K -$38.3K -404 -7%
GBT
581
Grove Bank & Trust
Florida
$547K +$43.1K +455 +9%
CH
582
Canton Hathaway
Rhode Island
$543K +$80.5K +850 +18%
EWM
583
Evercore Wealth Management
New York
$543K +$126K +1,327 +32%
BBHC
584
Brown Brothers Harriman & Co
New York
$542K +$52.7K +557 +11%
LOAMS
585
Lombard Odier Asset Management (Switzerland)
Switzerland
$540K +$125K +1,321 +32%
Fayez Sarofim & Co
586
Fayez Sarofim & Co
Texas
$537K +$9.47K +100 +2%
TAM
587
Taurus Asset Management
New York
$534K -$14.2K -150 -3%
GT
588
Greenleaf Trust
Michigan
$533K +$53.3K +563 +12%
GPA
589
Garrison Point Advisors
California
$533K +$56.8K +600 +13%
SSB
590
Sandy Spring Bank
Maryland
$530K -$216K -2,280 -30%
TCM
591
Tradition Capital Management
New Jersey
$529K -$47.4K -500 -9%
PL
592
Parthenon LLC
Kentucky
$529K
KCM
593
Kanawha Capital Management
Virginia
$519K -$9.47K -100 -2%
WS
594
Wedbush Securities
California
$516K +$12.6K +133 +3%
CC
595
ClearArc Capital
Ohio
$513K -$20.7K -219 -4%
CBA
596
Coastal Bridge Advisors
Connecticut
$509K +$474 +5 +0.1%
GIM
597
Goelzer Investment Management
Indiana
$502K
TCOT
598
Trust Company of Toledo
Ohio
$499K -$3.03K -32 -0.6%
PHAM
599
Palisades Hudson Asset Management
Florida
$486K -$101K -1,069 -18%
ATC
600
Argent Trust Co
Tennessee
$485K -$24.6K -260 -5%