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Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
901
Signature Resources Capital Management
California
$198K +$205K +5,598 New
GAMC
902
Garner Asset Management Corp
Texas
$197K -$128K -3,490 -39%
TH
903
TCTC Holdings
Texas
$195K – – –
PFSC
904
Peoples Financial Services Corp
Pennsylvania
$191K – – –
BWP
905
Baldwin Wealth Partners
Massachusetts
$187K -$3.26K -89 -2%
SOS
906
Silver Oak Securities
Tennessee
$180K -$15K -410 -7%
AGWCA
907
Annis Gardner Whiting Capital Advisors
Florida
$177K – – –
FGAM
908
Financial Gravity Asset Management
Texas
$177K +$183K +4,987 New
OC
909
Oakworth Capital
Alabama
$176K – – –
DJSG
910
D.J. St. Germain
Massachusetts
$175K +$43.9K +1,200 +32%
HBT
911
Hills Bank & Trust
Iowa
$175K -$6.85K -187 -4%
AA
912
Ancora Advisors
Ohio
$174K – – –
RIM
913
Rockbridge Investment Management
New York
$166K -$91.6K -2,500 -35%
TAS
914
TIFF Advisory Services
Pennsylvania
$165K -$165K -4,518 -49%
HCM
915
Highlander Capital Management
New Jersey
$164K +$36.6K +1,000 +28%
EDRH
916
Edmond de Rothschild Holding
Switzerland
$163K – – –
AAG
917
Armstrong Advisory Group
Massachusetts
$162K -$14.4K -394 -8%
FFA
918
Farther Finance Advisors
California
$160K +$55.3K +1,510 +50%
HGERS
919
Householder Group Estate & Retirement Specialist
Arizona
$156K +$549 +15 +0.3%
CSB
920
City State Bank
Iowa
$155K -$12.9K -352 -7%
GI
921
Gradient Investments
Minnesota
$152K -$413K -11,285 -72%
CIA
922
Cape Investment Advisory
Georgia
$150K +$1.83K +50 +1%
LAM
923
Lummis Asset Management
Texas
$150K +$155K +4,239 New
ADL
924
Asset Dedication LLC
California
$149K – – –
TSW
925
Thompson Siegel & Walmsley
Virginia
$148K – – –
35 36
37
38 39