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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
576
Destination Wealth Management
California
$370K +$15.5K +515 +5%
CT
577
Coastline Trust
Rhode Island
$370K +$36.4K +1,211 +12%
AUB
578
Atlantic Union Bankshares
Virginia
$369K -$30.4K -1,011 -8%
CCM
579
Cohen Capital Management
California
$368K -$6.26K -208 -2%
SFG
580
StrategIQ Financial Group
Indiana
$368K +$50.9K +1,692 +17%
CP
581
Camelot Portfolios
Ohio
$366K +$344K +11,439 New
ST
582
Smithfield Trust
Pennsylvania
$365K -$77.8K -2,587 -18%
SCM
583
Southport Capital Management
Tennessee
$363K -$44.7K -1,486 -12%
RWA
584
RGT Wealth Advisors
Texas
$362K -$4.54K -151 -1%
ICM
585
IMS Capital Management
Oregon
$360K +$338K +11,227 New
ANRIA
586
American National Registered Investment Advisor
Texas
$359K -$6.14K -204 -2%
TCOO
587
Trust Company of Oklahoma
Oklahoma
$359K -$6.14K -204 -2%
LW
588
Linscomb Wealth
Texas
$357K -$351K -11,661 -51%
NIM
589
Northeast Investment Management
Massachusetts
$356K -$13.2K -437 -4%
WAM
590
Winslow Asset Management
Ohio
$356K -$6.11K -203 -2%
CWM
591
Concert Wealth Management
California
$355K -$2.32M -77,161 -88%
BBHC
592
Brown Brothers Harriman & Co
New York
$355K +$65.5K +2,178 +24%
EP
593
Elkfork Partners
Oregon
$351K +$330K +10,965 New
GJIC
594
Gamble Jones Investment Counsel
California
$349K -$29.9K -993 -8%
BHBT
595
Burke & Herbert Bank & Trust
Virginia
$348K -$32.9K -1,092 -9%
OC
596
Oarsman Capital
Wisconsin
$347K -$96.8K -3,216 -23%
PBO
597
Peoples Bank (Ohio)
Ohio
$344K -$5.87K -195 -2%
DVM
598
Dreman Value Management
Florida
$343K -$92.1K -3,062 -22%
BFC
599
Blue Fin Capital
Rhode Island
$343K +$56.4K +1,874 +21%
ABTD
600
Arvest Bank Trust Division
Oklahoma
$342K -$5.84K -194 -2%
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