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Name Holding Trade Value Shares
Change 		Change in
Stake
DPIM
776
Duff & Phelps Investment Management
Illinois
$509K – – –
RHP
777
Royal Harbor Partners
Texas
$505K -$60K -1,627 -11%
FNBT
778
FineMark National Bank & Trust
Florida
$501K -$125K -3,388 -21%
CG
779
CFO4Life Group
Texas
$500K +$10.8K +292 +2%
GF
780
Goodman Financial
Texas
$496K -$1.66K -45 -0.4%
YIH
781
Y-Intercept (HK)
Hong Kong
$495K +$456K +12,377 New
IWC
782
Integrated Wealth Concepts
Massachusetts
$494K +$456K +12,362 New
BG
783
Bollard Group
Massachusetts
$493K -$3.57M -96,924 -89%
HSA
784
HBK Sorce Advisory
Pennsylvania
$493K +$23.6K +639 +5%
BSA
785
Bull Street Advisors
Georgia
$492K -$23K -625 -5%
TU
786
TDAM USA
Ontario, Canada
$492K -$6.6K -179 -1%
GWCM
787
Godshalk Welsh Capital Management
Pennsylvania
$489K -$60.8K -1,650 -12%
LWANC
788
Laurel Wealth Advisors (North Carolina)
North Carolina
$487K -$102K -2,780 -19%
TNB
789
Thomasville National Bank
Georgia
$486K -$41.5K -1,127 -8%
TSS
790
Two Sigma Securities
New York
$486K +$448K +12,145 New
IAMOG
791
Investors Asset Management of Georgia
Georgia
$485K -$9.4K -255 -2%
GIP
792
Greatmark Investment Partners
Georgia
$485K +$9.21K +250 +2%
EWM
793
Evercore Wealth Management
New York
$483K -$174K -4,731 -28%
EOCM
794
Energy Opportunities Capital Management
Texas
$483K +$446K +12,090 New
AWE
795
Avidian Wealth Enterprises
Texas
$482K -$340K -9,236 -43%
JWM
796
Jupiter Wealth Management
Colorado
$480K – – –
TCOV
797
Trust Company of Vermont
Vermont
$477K -$22.2K -603 -5%
BHBT
798
Burke & Herbert Bank & Trust
Virginia
$477K -$17.7K -480 -4%
CC
799
Cannell & Co
New York
$477K +$7.85K +213 +2%
PAMP
800
Polar Asset Management Partners
Ontario, Canada
$477K +$440K +11,926 New
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