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Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
901
Grove Bank & Trust
Florida
$1.54M -$351 -3 -0%
DPIM
902
Duff & Phelps Investment Management
Illinois
$1.54M – – –
BTWM
903
Baker Tilly Wealth Management
Wisconsin
$1.54M -$41.5K -355 -3%
CBT
904
CoreFirst Bank & Trust
Kansas
$1.53M -$32.6K -279 -2%
LAM
905
Lummis Asset Management
Texas
$1.53M +$1.55M +13,209 New
GCS
906
Gordian Capital (Singapore)
Singapore
$1.53M – – –
CA
907
CoreCap Advisors
Michigan
$1.53M +$17K +145 +1%
SFCL
908
Strengthening Families & Communities LLC
Massachusetts
$1.51M +$120K +1,025 +9%
HFBOT
909
Home Federal Bank of Tennessee
Tennessee
$1.51M – – –
FM
910
Foster & Motley
Ohio
$1.5M -$18.6K -159 -1%
LCM
911
Lazari Capital Management
California
$1.5M -$4.68K -40 -0.3%
RG
912
Retirement Group
California
$1.5M – – –
EWM
913
EPG Wealth Management
Georgia
$1.49M +$35.3K +302 +2%
CI
914
Cigna Investments
Connecticut
$1.49M -$17.4K -149 -1%
PHS
915
Pekin Hardy Strauss
Illinois
$1.49M +$58.5K +500 +4%
TSWM
916
Triangle Securities Wealth Management
North Carolina
$1.47M -$18.6K -159 -1%
BCM
917
Barden Capital Management
Texas
$1.47M +$217K +1,853 +18%
HPG
918
Harvest Portfolios Group
Ontario, Canada
$1.47M -$173K -1,476 -10%
CRC
919
Curi RMB Capital
Illinois
$1.45M -$323K -2,761 -18%
CWP
920
Concord Wealth Partners
Virginia
$1.45M +$580K +4,957 +65%
PAM
921
Palisade Asset Management
Minnesota
$1.45M – – –
CT
922
Caldwell Trust
Florida
$1.45M -$63.4K -542 -4%
SW
923
SlateStone Wealth
Florida
$1.45M +$25.7K +220 +2%
SIA
924
Soltis Investment Advisors
Utah
$1.45M +$30.7K +262 +2%
HI
925
Harbour Investments
Wisconsin
$1.44M +$60.7K +519 +4%
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