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Name Holding Trade Value Shares
Change 		Change in
Stake
UB
1151
Umpqua Bank
Oregon
$3.58M +$221K +1,569 +7%
SWM
1152
SeaCrest Wealth Management
New York
$3.58M -$1.86M -13,229 -35%
CFG
1153
Cosner Financial Group
Colorado
$3.57M – – –
NHC
1154
Nicholas Hoffman & Company
Georgia
$3.57M +$511K +3,628 +17%
BCCM
1155
Bridge Creek Capital Management
Massachusetts
$3.57M +$158K +1,120 +5%
CAIM
1156
Catherine Avery Investment Management
Florida
$3.57M +$341K +2,416 +11%
QI
1157
QV Investors
Alberta, Canada
$3.57M +$24K +170 +0.7%
NPT
1158
National Philanthropic Trust
Pennsylvania
$3.56M +$118K +838 +3%
CPWA
1159
Cerro Pacific Wealth Advisors
California
$3.56M -$386K -2,741 -10%
DTC
1160
Davidson Trust Company
Washington
$3.56M -$182K -1,292 -5%
MNBTD
1161
Moody National Bank Trust Division
Texas
$3.56M -$100K -711 -3%
BHBT
1162
Burke & Herbert Bank & Trust
Virginia
$3.56M +$193K +1,372 +6%
LIA
1163
LS Investment Advisors
Michigan
$3.56M +$32.8K +233 +0.9%
WA
1164
Wasatch Advisors
Utah
$3.55M +$84.6K +600 +2%
TSMHT
1165
Thurston Springer Miller Herd & Titak
Indiana
$3.55M +$596K +4,230 +21%
KFP
1166
Keystone Financial Planning
Ohio
$3.55M -$81.8K -580 -2%
FMTCOCP
1167
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.54M -$24.4K -173 -0.7%
BAM
1168
Belpointe Asset Management
Nevada
$3.52M +$207K +1,468 +6%
GIM
1169
Generali Investments Management
Slovenia
$3.51M +$52.2K +370 +2%
JGCM
1170
Joseph Group Capital Management
Ohio
$3.5M +$362K +2,567 +12%
NAS
1171
NWF Advisory Services
California
$3.5M +$2.12M +15,043 +160%
CIA
1172
Cohen Investment Advisors
New Hampshire
$3.49M +$343K +2,431 +11%
RCM
1173
Radnor Capital Management
Pennsylvania
$3.48M +$103K +728 +3%
GFPC
1174
Global Financial Private Client
Florida
$3.48M +$399K +2,828 +13%
GI
1175
GAMCO Investors
Connecticut
$3.48M +$64.1K +455 +2%
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