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Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1101
Grove Bank & Trust
Florida
$27.1M +$10.6M +67,795 +53%
CA
1102
Continuum Advisory
Idaho
$27M +$4.12M +26,278 +13%
1SB
1103
1ST Source Bank
Indiana
$27M +$695K +4,430 +2%
HH
1104
Hilltop Holdings
Texas
$26.9M +$621K +3,958 +2%
ZF
1105
Zhang Financial
Michigan
$26.9M +$661K +4,213 +2%
JIR
1106
James Investment Research
Ohio
$26.9M -$454K -2,890 -1%
FAT
1107
First American Trust
California
$26.8M -$293K -1,864 -1%
CAG
1108
Csenge Advisory Group
Florida
$26.8M -$19.3K -123 -0.1%
WCMN
1109
Westchester Capital Management (Nebraska)
Nebraska
$26.8M -$51.3K -327 -0.2%
OWA
1110
Octavia Wealth Advisors
Ohio
$26.6M +$212K +1,349 +0.7%
HCM
1111
Hilton Capital Management
New York
$26.6M -$469K -2,990 -2%
MWA
1112
Miller Wealth Advisors
Colorado
$26.5M – – –
CCM
1113
Condor Capital Management
New Jersey
$26.5M +$242K +1,545 +0.8%
AF
1114
Advisornet Financial
Minnesota
$26.5M -$77.2K -492 -0.3%
FFBTD
1115
First Financial Bank - Trust Division
Ohio
$26.4M +$47.7K +304 +0.2%
WC
1116
Woodstock Corp
Massachusetts
$26.4M -$603K -3,845 -2%
PCA
1117
Pallas Capital Advisors
Massachusetts
$26.4M +$557K +3,549 +2%
ST
1118
Smithfield Trust
Pennsylvania
$26.4M -$290K -1,846 -1%
WPA
1119
Winning Points Advisors
Florida
$26.4M -$2.63M -16,741 -9%
RIM
1120
Regent Investment Management
Kentucky
$26.4M -$87.4K -557 -0.3%
MMG
1121
Monetary Management Group
Missouri
$26.3M -$1.63M -10,395 -5%
NIM
1122
Nicollet Investment Management
Minnesota
$26.3M -$352K -2,240 -1%
EWM
1123
Executive Wealth Management
Michigan
$26.3M -$26.4M -168,038 -86%
CI
1124
Cigna Investments
Connecticut
$26.3M -$1.56M -9,951 -5%
WIM
1125
Wittenberg Investment Management
Massachusetts
$26.3M -$177K -1,126 -0.6%
43 44
45
46 47