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CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ANRIA
1001
American National Registered Investment Advisor
Texas
$503K -$36.4K -280 -7%
CC
1002
Cadinha & Co
Hawaii
$501K -$11.9M -91,160 -96%
AWM
1003
Altium Wealth Management
New York
$499K +$170K +1,310 +50%
VC
1004
Vicus Capital
Pennsylvania
$497K -$105K -805 -17%
CBT
1005
Capital Bank & Trust
California
$496K -$21.7K -167 -4%
THWM
1006
Taylor Hoffman Wealth Management
Virginia
$494K -$26K -200 -5%
NGA
1007
Naples Global Advisors
Florida
$490K +$71.6K +550 +18%
DAM
1008
Diamant Asset Management
Connecticut
$489K -$32.5K -250 -6%
PA
1009
PFG Advisors
Arizona
$488K +$479K +3,678 New
TL
1010
Tirschwell & Loewy
New York
$486K -$48.8K -375 -9%
SAA
1011
Southeast Asset Advisors
Georgia
$486K +$911 +7 +0.2%
FB
1012
Fulton Bank
Pennsylvania
$485K -$123K -948 -20%
HJMC
1013
Hellman Jordan Management Company
Massachusetts
$485K +$497K +3,820 New
PC
1014
Peavine Capital
Nevada
$483K -$130K -1,000 -26%
BHBT
1015
Burke & Herbert Bank & Trust
Virginia
$483K +$9.11K +70 +2%
ST
1016
Smithfield Trust
Pennsylvania
$482K -$23.3K -179 -5%
TFS
1017
Thoroughbred Financial Services
Tennessee
$481K +$492K +3,785 New
CHA
1018
Carmichael Hill & Associates
Maryland
$480K – – –
IWM
1019
IHT Wealth Management
Illinois
$477K -$66.6K -512 -12%
RG
1020
Rikoon Group
New Mexico
$477K +$202K +1,552 +70%
RMAM
1021
Raab & Moskowitz Asset Management
New Jersey
$474K +$86.1K +662 +22%
RWM
1022
Ritholtz Wealth Management
New York
$473K -$10.4K -80 -2%
OC
1023
Oarsman Capital
Wisconsin
$471K -$9.11K -70 -2%
WLIM
1024
White Lighthouse Investment Management
Massachusetts
$470K – – –
BMC
1025
Benin Management Corp
Connecticut
$468K – – –
39 40
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42 43