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Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
1101
Jolley Asset Management
North Carolina
$2.5M +$29.9K +252 +1%
CCA
1102
Checchi Capital Advisers
California
$2.5M +$35.8K +302 +2%
GA
1103
Gateway Advisory
New Jersey
$2.49M +$94.4K +796 +4%
CA
1104
Cynosure Advisors
Utah
$2.49M +$2.36M +19,882 New
IBOK
1105
Independence Bank of Kentucky
Kentucky
$2.49M +$2.35M +19,859 New
KS
1106
Karpas Strategies
Connecticut
$2.48M +$1.54K +13 +0.1%
ECM
1107
EagleClaw Capital Management
Massachusetts
$2.48M +$178K +1,500 +8%
PG
1108
Patten Group
Tennessee
$2.48M -$30K -253 -1%
HWA
1109
Heritage Way Advisors
Illinois
$2.48M +$62.8K +530 +3%
FBT
1110
First Bank & Trust
South Dakota
$2.48M +$385K +3,247 +20%
HT
1111
Heritage Trust
Oklahoma
$2.46M +$1.19K +10 +0.1%
FUBT
1112
First United Bank & Trust
Maryland
$2.46M +$7.71K +65 +0.3%
ATC
1113
Argent Trust Co
Tennessee
$2.46M -$76.5K -645 -3%
CC
1114
Cornerstone Capital
California
$2.45M – – –
CCG
1115
Cypress Capital Group
Florida
$2.45M -$86.2K -727 -4%
SAM
1116
Smithbridge Asset Management
Pennsylvania
$2.45M +$642K +5,414 +38%
TWM
1117
Titus Wealth Management
California
$2.44M +$2.32M +19,534 New
BHBT
1118
Burke & Herbert Bank & Trust
Virginia
$2.44M -$33.8K -285 -1%
SCM
1119
Snow Capital Management
Pennsylvania
$2.43M – – –
RCAG
1120
Rehmann Capital Advisory Group
Michigan
$2.43M -$118K -998 -5%
CCM
1121
Crossvault Capital Management
Texas
$2.43M +$53.4K +450 +2%
LSCM
1122
LaSalle Street Capital Management
Illinois
$2.42M – – –
BMM
1123
Buffington Mohr McNeal
Idaho
$2.42M +$5.93K +50 +0.3%
GBT
1124
Grove Bank & Trust
Florida
$2.42M -$172K -1,449 -7%
MHS
1125
M Holdings Securities
Oregon
$2.42M -$515K -4,340 -18%
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