Stock
Reported value
$18.5M
Holders
25
+1 new · −5 exited
Holders’ est. mark
−$230.5K
Price effect on 23 books still in the name
Largest holder
$3.94M
Fulton Bank, N.A.
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| Fulton Bank, N.A. | 17.3K | $3.94M | −$178.6K | Cut−$178.6K |
| Sippican Capital Advisors | 10.5K | $2.39M | −$103.2K | Added$10.5K |
| RIVERBRIDGE PARTNERS LLC | 6.47K | $1.47M | −$66.7K | Cut−$66.7K |
| Williams Jones Wealth Management, LLC. | 5.9K | $1.34M | −$60.8K | Cut−$62.5K |
| CARRET ASSET MANAGEMENT, LLC | 4.82K | $1.1M | −$48.9K | Cut−$28K |
| NORTH STAR ASSET MANAGEMENT INC | 4.09K | $930K | −$32.8K | Added$174.3K |
| GREAT LAKES ADVISORS, LLC | 3.8K | $863.9K | −$37.9K | Cut−$10.6K |
| CENTRAL BANK & TRUST CO | 3.72K | $845.8K | −$37.1K | Cut−$7.52K |
| MOODY LYNN & LIEBERSON, LLC | 3.48K | $790.2K | −$28.7K | Added$131.4K |
| GRACE & WHITE INC /NY | 3.17K | $720.7K | −$32.7K | Cut−$32.7K |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | 2.94K | $668.6K | −$30.3K | Cut−$30.3K |
| Mengis Capital Management, Inc. | 2.53K | $575K | −$23.8K | Added$25.3K |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 2.32K | $528.3K | $526.4K | Added$527.8K |
| WOODSTOCK CORP | 2.03K | $461.5K | −$20.9K | Cut−$20.9K |
| Financial Concepts Unlimited, Inc. | 1.57K | $356.3K | — | Held |
| PUZO MICHAEL J | 1.44K | $327.8K | −$14.9K | Cut−$14.9K |
| McIlrath & Eck, LLC | 1.29K | $293.3K | — | New |
| Financial Gravity Asset Management, Inc. | 965 | $219.3K | −$9.94K | Cut−$9.95K |
| McMillan Office, Inc. | 843 | $191.8K | −$8.7K | Cut−$8.7K |
| OAKWORTH CAPITAL, INC. | 643 | $146.2K | −$6.63K | Cut−$6.63K |
| Estabrook Capital Management | 615 | $139.9K | −$5.42K | Added$14.8K |
| Westside Investment Management, Inc. | 561 | $128.8K | −$5.01K | Cut−$5K |
| Grey Fox Wealth Advisors, LLC | 33.4K | $83.3K | −$3.83K | Cut−$119 |
| Coston, McIsaac & Partners | 3.8K | $863 | −$39 | Cut−$39 |
| NEVILLE RODIE & SHAW INC | 2.28K | $518 | −$24 | Cut−$47 |
Who left
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.