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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
551
Sound Income Strategies
Florida
$10.7M +$1.18M +25,929 +13%
CWM
552
Congress Wealth Management
Massachusetts
$10.7M +$252K +5,546 +3%
TPCW
553
TD Private Client Wealth
New York
$10.6M -$201K -4,418 -2%
SFI
554
Siemens Fonds Invest
Germany
$10.6M -$390K -8,574 -4%
MA
555
Mutual Advisors
Nebraska
$10.6M -$27.3K -600 -0.3%
1IA
556
1834 Investment Advisors
Wisconsin
$10.6M -$48.8K -1,073 -0.5%
MDCM
557
Morgan Dempsey Capital Management
Wisconsin
$10.6M +$465K +10,208 +5%
VIP
558
Vantage Investment Partners
Missouri
$10.6M +$911K +20,022 +10%
EGA
559
Eagle Global Advisors
Texas
$10.5M -$49.9K -1,097 -0.5%
FVWA
560
Foster Victor Wealth Advisors
South Carolina
$10.5M +$540K +11,874 +6%
SC
561
SouthState Corp
Florida
$10.5M +$158K +3,461 +2%
TFA
562
Toth Financial Advisory
Virginia
$10.5M +$52.5K +1,154 +0.5%
CCM
563
Cohen Capital Management
California
$10.4M – – –
AUB
564
Atlantic Union Bankshares
Virginia
$10.4M -$168K -3,685 -2%
CAM
565
Carret Asset Management
New York
$10.4M -$23K -505 -0.2%
PAM
566
Peak Asset Management
Colorado
$10.4M +$364 +8 +0%
BCA
567
Bernzott Capital Advisors
California
$10.3M -$75.8K -1,665 -0.8%
TBA
568
Tower Bridge Advisors
Pennsylvania
$10.3M -$1.11M -24,317 -10%
SWM
569
Stockman Wealth Management
Montana
$10.3M -$143K -3,148 -1%
NEAM
570
New England Asset Management
Connecticut
$10.2M -$162K -3,560 -2%
TAIM
571
Te Ahumairangi Investment Management
New Zealand
$10.2M +$54.6K +1,200 +0.6%
LM
572
Lincluden Management
Ontario, Canada
$10.2M -$21K -461 -0.2%
CCM
573
Cinctive Capital Management
New York
$10.2M +$9.71M +213,283 New
FM
574
Foster & Motley
Ohio
$10.2M +$563K +12,377 +6%
BWL
575
Bogart Wealth LLC
Virginia
$10.1M +$660K +14,502 +7%
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