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Name Holding Trade Value Shares
Change
Change in
Stake
BDF
676
Black Diamond Financial
Maryland
$201K +$196K +1,833 New
SACTSONJ
677
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$201K +$196K +1,831 New
AP
678
Americana Partners
Texas
$201K +$195K +1,825 New
MCRM
679
Midway Capital Research & Management
Illinois
$199K +$194K +1,814 New
SGK
680
Steigerwald Gordon & Koch
Virginia
$198K – – –
BCWM
681
Bartlett & Co Wealth Management
Ohio
$197K +$45.9K +429 +32%
HPC
682
HM Payson & Co
Maine
$194K – – –
VIA
683
Virtus Investment Advisers
Connecticut
$194K +$13.5K +126 +8%
MMG
684
Monetary Management Group
Missouri
$193K – – –
VCM
685
Versant Capital Management
Arizona
$192K +$93.2K +872 +100%
CBT
686
Crews Bank & Trust
Florida
$190K – – –
HFS
687
Hantz Financial Services
Michigan
$170K +$75.2K +703 +83%
PTC
688
Private Trust Company
Ohio
$167K -$35.7K -334 -18%
BTI
689
Blue Trust Inc
Georgia
$164K -$69.6K -651 -30%
AF
690
Advisornet Financial
Minnesota
$157K -$1.82K -17 -1%
FAMI
691
Fideuram Asset Management (Ireland)
$152K +$75.7K +708 +94%
FAI
692
Fiduciary Advisors Inc
Missouri
$150K -$16.6K -155 -10%
SAM
693
Smartleaf Asset Management
Massachusetts
$141K +$16.7K +156 +14%
DSC
694
Daytona Street Capital
Missouri
$140K -$16K -150 -11%
MPWT
695
MassMutual Private Wealth & Trust
Connecticut
$135K +$2.03K +19 +2%
SS
696
Sunbelt Securities
Texas
$135K +$92.9K +869 +244%
AF
697
Avanza Fonder
Sweden
$132K +$11.5K +108 +10%
BWA
698
Basecamp Wealth Advisors
Washington
$131K -$6.2K -58 -5%
Federated Hermes
699
Federated Hermes
Pennsylvania
$127K +$535 +5 +0.4%
AUB
700
Atlantic Union Bankshares
Virginia
$126K +$14.5K +136 +13%