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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1476
Wintrust Investments
Illinois
$276K +$13.8K +360 +6%
IIC
1477
Integrated Investment Consultants
Michigan
$275K -$765 -20 -0.3%
GHAM
1478
Gilman Hill Asset Management
Connecticut
$271K -$9.19K -240 -4%
GAM
1479
Gemmer Asset Management
California
$266K +$9.95K +260 +4%
IFAM
1480
Institutional & Family Asset Management
Colorado
$265K +$242K +6,320 New
BHBT
1481
Burke & Herbert Bank & Trust
Virginia
$263K – – –
SL
1482
Summitry LLC
California
$260K – – –
BFIM
1483
Beese Fulmer Investment Management
Ohio
$260K +$238K +6,220 New
TSW
1484
Thompson Siegel & Walmsley
Virginia
$258K – – –
RIA
1485
RPG Investment Advisory
California
$255K -$283K -7,400 -55%
BAM
1486
Bruderman Asset Management
New York
$255K +$5.36K +140 +2%
ZF
1487
Zhang Financial
Michigan
$255K +$233K +6,080 New
AIA
1488
Allegis Investment Advisors
Idaho
$252K -$4.59K -120 -2%
DLG
1489
Daniel L. Goodwin
$251K – – –
WSC
1490
Wellington Shields & Co
New York
$251K – – –
TI
1491
Truepoint Inc
Ohio
$251K +$230K +6,000 New
UBWV
1492
United Bank (West Virginia)
West Virginia
$250K – – –
FAM
1493
Formidable Asset Management
Ohio
$249K – – –
BG
1494
Bahl & Gaynor
Ohio
$247K +$8.42K +220 +4%
CCMD
1495
Cypress Capital Management (Delaware)
Delaware
$247K +$226K +5,900 New
HL
1496
HeadInvest LLC
Maine
$243K -$15.3K -400 -6%
HA
1497
Hamel Associates
New Jersey
$239K +$219K +5,720 New
HTC
1498
Haverford Trust Company
Pennsylvania
$238K +$217K +5,680 New
PWAG
1499
Polaris Wealth Advisory Group
California
$235K – – –
GI
1500
Gradient Investments
Minnesota
$233K -$18.4K -480 -8%
58 59
60
61 62