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Name Holding Trade Value Shares
Change 		Change in
Stake
SGAM
526
Smith Group Asset Management
Texas
$389K +$109K +3,707 +40%
N
527
Natixis
France
$389K +$381K +12,981 New
ATIA
528
American Trust Investment Advisors
New Hampshire
$388K -$689K -23,496 -64%
AMIM
529
Aull & Monroe Investment Management
Alabama
$388K – – –
ACMA
530
Arbor Capital Management (Alaska)
Alaska
$387K -$6.39K -218 -2%
SL
531
Sentry LLC
Tennessee
$387K – – –
HIC
532
Holderness Investments Company
North Carolina
$386K -$47.8K -1,630 -11%
BCM
533
Birmingham Capital Management
Alabama
$385K -$167K -5,693 -31%
RCM
534
RNC Capital Management
California
$384K +$36.2K +1,235 +11%
CICI
535
Capital Investment Counsel Inc
North Carolina
$384K +$18.9K +645 +5%
AG
536
AlTi Global
New York
$383K +$135K +4,587 +56%
SLC
537
Second Line Capital
Louisiana
$382K +$24.8K +845 +7%
SWP
538
Sagespring Wealth Partners
Tennessee
$380K -$75.4K -2,570 -17%
KA
539
KLCM Advisors
Wisconsin
$379K – – –
HNB
540
Hilltop National Bank
Wyoming
$376K +$368K +12,559 New
IWM
541
IHT Wealth Management
Illinois
$375K +$11.7K +398 +3%
WJWM
542
Williams Jones Wealth Management
New York
$373K – – –
CPIG
543
Chicago Partners Investment Group
Illinois
$373K +$9.94K +339 +3%
FMWA
544
Forvis Mazars Wealth Advisors
Missouri
$371K -$6.39K -218 -2%
IRC
545
Investors Research Corp
Georgia
$370K – – –
PCA
546
Peddock Capital Advisors
Massachusetts
$370K -$2.67K -91 -0.7%
BAAM
547
Baker Avenue Asset Management
California
$369K -$15.5K -528 -4%
CFG
548
Cooper Financial Group
California
$367K +$1.29K +44 +0.4%
AMBIA
549
Allen Mooney & Barnes Investment Advisors
Georgia
$363K +$205 +7 +0.1%
CIA
550
Capital Investment Advisors
Georgia
$363K -$1.94K -66 -0.5%
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