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Name Holding Trade Value Shares
Change 		Change in
Stake
WDC
1651
Woodward Diversified Capital
California
$606K +$96.4K +918 +18%
SCI
1652
S&CO Inc
Massachusetts
$605K +$43.6K +415 +7%
GWA
1653
GGM Wealth Advisors
Maryland
$605K +$613K +5,832 New
SMH
1654
Sanders Morris Harris
Texas
$604K -$315K -3,000 -33%
BCP
1655
Berkeley Capital Partners
Georgia
$604K -$107K -1,015 -15%
BHBT
1656
Burke & Herbert Bank & Trust
Virginia
$603K -$38.4K -366 -6%
WIM
1657
Westside Investment Management
California
$602K -$427K -4,065 -7%
HCM
1658
Hall Capital Management
Rhode Island
$600K +$17.1K +163 +3%
CPC
1659
Congress Park Capital
New York
$597K -$94.5K -900 -13%
RFO
1660
RiverGlades Family Offices
Florida
$597K – – –
AIL
1661
AGF Investments LLC
Ontario, Canada
$596K +$167K +1,593 +37%
PWS
1662
Precision Wealth Strategies
Missouri
$595K -$115K -1,091 -16%
RMDI
1663
R.M. Davis Inc
Maine
$594K +$192K +1,830 +45%
CBT
1664
CoreFirst Bank & Trust
Kansas
$592K – – –
CCM
1665
Cribstone Capital Management
Maine
$591K -$307K -2,922 -33%
LI
1666
Lafayette Investments
Maryland
$587K -$5.25K -50 -0.9%
KFI
1667
Key Financial Inc
Pennsylvania
$587K +$195K +1,856 +47%
OLVIG
1668
Oliver Lagore Vanvalin Investment Group
Michigan
$586K -$6.52M -62,069 -91%
CAMG
1669
CWA Asset Management Group
Florida
$583K -$31.4K -299 -5%
WMP
1670
Wealth Management Partners
Arizona
$582K – – –
DG
1671
DMC Group
Alabama
$580K -$61.7K -587 -9%
SIC
1672
Samalin Investment Counsel
New York
$579K -$2.1K -20 -0.3%
CFAM
1673
Center For Asset Management
Florida
$575K +$91.4K +870 +18%
AFG
1674
Affinia Financial Group
Massachusetts
$574K -$10.2K -97 -2%
CRWM
1675
Castle Rock Wealth Management
California
$571K -$196K -1,861 -25%
65 66
67
68 69