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Name Holding Trade Value Shares
Change 		Change in
Stake
CD
1201
Chapin Davis
Maryland
$3.35M +$307K +1,912 +10%
CCM
1202
Coerente Capital Management
Ontario, Canada
$3.35M -$5.61K -35 -0.2%
LF
1203
Lantz Financial
Illinois
$3.34M +$47K +293 +1%
VCP
1204
Verus Capital Partners
Arizona
$3.33M +$378K +2,359 +13%
GSC
1205
G&S Capital
Colorado
$3.32M -$32.4K -202 -0.9%
CI
1206
Cigna Investments
Connecticut
$3.32M -$317K -1,978 -9%
AMG
1207
Advisors Management Group
Wisconsin
$3.31M -$10.6K -66 -0.3%
BJL
1208
Brighton Jones LLC
Washington
$3.3M +$651K +4,063 +24%
BHC
1209
Bowen Hanes & Co
Florida
$3.3M +$2.13M +13,305 +173%
CAM
1210
Centre Asset Management
New York
$3.3M -$5.53M -34,486 -62%
MWM
1211
Massachusetts Wealth Management
Massachusetts
$3.3M -$20K -125 -0.6%
ACM
1212
Altrius Capital Management
North Carolina
$3.29M +$101K +631 +3%
PG
1213
Patten Group
Tennessee
$3.29M -$1.44K -9 -0%
SIC
1214
Shoker Investment Counsel
Ohio
$3.29M +$10.6K +66 +0.3%
DIP
1215
DT Investment Partners
Pennsylvania
$3.28M -$51.9K -324 -2%
BAM
1216
Belpointe Asset Management
Nevada
$3.28M -$2.72M -16,990 -45%
MMPW
1217
Mitchell McLeod Pugh & Williams
Alabama
$3.27M -$82.6K -515 -2%
EWM
1218
Executive Wealth Management
Michigan
$3.27M +$420K +2,618 +14%
RCM
1219
RB Capital Management
Nevada
$3.26M -$55.3K -345 -2%
MCWS
1220
McKinley Carter Wealth Services
West Virginia
$3.25M -$64K -399 -2%
BKA
1221
Brick & Kyle Associates
Pennsylvania
$3.25M – – –
KLWA
1222
Kelly Lawrence W & Associates
California
$3.25M -$227K -1,419 -6%
BTI
1223
Blue Trust Inc
Georgia
$3.24M -$1.16M -7,208 -27%
FCIM
1224
Fairview Capital Investment Management
California
$3.22M – – –
RC
1225
Roundview Capital
New Jersey
$3.22M +$46.2K +288 +1%
47 48
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