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Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
1201
Level Four Advisory Services
Texas
$2.25M -$1.84M -15,157 -44%
BHBT
1202
Burke & Herbert Bank & Trust
Virginia
$2.25M -$4.86K -40 -0.2%
EM
1203
Excalibur Management
Massachusetts
$2.25M +$1.21K +10 +0.1%
ECG
1204
Edge Capital Group
Georgia
$2.23M -$48.9K -403 -2%
AIM
1205
Anchor Investment Management
South Carolina
$2.23M +$68.7K +566 +3%
PCA
1206
Private Capital Advisors
Connecticut
$2.23M – – –
FUBT
1207
First United Bank & Trust
Maryland
$2.22M -$187K -1,543 -8%
LDB
1208
Lee, Danner & Bass
Tennessee
$2.21M +$37.6K +310 +2%
VLC
1209
Van Leeuwen & Company
New Jersey
$2.21M -$60.2K -496 -3%
CWM
1210
CMH Wealth Management
New Hampshire
$2.21M +$101K +828 +5%
NSB
1211
Norway Savings Bank
Maine
$2.2M -$21.9K -180 -1%
BOS
1212
Bingham Osborn & Scarborough
California
$2.2M -$1.09K -9 -0%
LOAME
1213
Lombard Odier Asset Management (Europe)
United Kingdom
$2.19M – – –
PWAP
1214
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.19M -$643K -5,297 -22%
AIL
1215
AGF Investments LLC
Ontario, Canada
$2.19M -$503K -4,139 -18%
IA
1216
IFG Advisory
Georgia
$2.18M -$394K -3,244 -15%
HBT
1217
Hills Bank & Trust
Iowa
$2.18M +$14.2K +117 +0.6%
WTB
1218
Washington Trust Bank
Washington
$2.17M -$25.9K -213 -1%
OIA
1219
Optimum Investment Advisors
Illinois
$2.17M +$68.5K +564 +3%
BAM
1220
Belpointe Asset Management
Nevada
$2.17M +$602K +4,958 +37%
SC
1221
Savant Capital
Illinois
$2.16M +$103K +851 +5%
RC
1222
Reik & Co
New York
$2.16M -$7.29K -60 -0.3%
VFA
1223
Valeo Financial Advisors
Indiana
$2.16M -$236K -1,943 -10%
DAM
1224
Doheny Asset Management
California
$2.15M -$72.9K -600 -3%
HB
1225
Homrich & Berg
Georgia
$2.15M +$29.1K +240 +1%
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