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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2226
Brendel Financial Advisors
New Hampshire
$968K +$11.8K +76 +1%
GWAM
2227
Guardian Wealth Advisors (Minnesota)
Minnesota
$968K +$16.3K +105 +2%
TAM
2228
Townsend Asset Management
North Carolina
$968K -$24.3K -157 -2%
CC
2229
Covalis Capital
United Kingdom
$968K +$965K +6,231 New
EIA
2230
Edgemoor Investment Advisors
Maryland
$966K +$82.1K +530 +9%
OAM
2231
Occidental Asset Management
California
$965K +$151K +975 +19%
PPC
2232
Park Place Capital
Alabama
$965K +$48.5K +313 +5%
NCM
2233
NCM Capital Management
New Jersey
$964K +$619 +4 +0.1%
PMFA
2234
Plante Moran Financial Advisors
Michigan
$963K +$183K +1,179 +23%
LA
2235
Legacy Advisors
Pennsylvania
$958K +$956K +6,170 New
HDIM
2236
Hanson & Doremus Investment Management
Vermont
$958K +$105K +679 +12%
AWM
2237
Accel Wealth Management
Iowa
$957K -$47.2K -305 -5%
FIB
2238
First Interstate Bank
Montana
$954K -$31.6K -204 -3%
CI
2239
Centerstone Investors
New York
$954K -$238K -1,536 -20%
PA
2240
Promethium Advisors
Maryland
$954K -$43.7K -282 -4%
DLHL
2241
Donald L. Hagan LLC
Florida
$953K -$33.5K -216 -3%
SWM
2242
Sendero Wealth Management
Texas
$952K +$1.24K +8 +0.1%
FPGK
2243
Financial Partners Group (Kansas)
Kansas
$947K +$11.8K +76 +1%
SA
2244
SAM Advisors
California
$945K +$1.24K +8 +0.1%
CSPIA
2245
Cary Street Partners Investment Advisory
Virginia
$944K +$138K +892 +17%
LAM
2246
Lummis Asset Management
Texas
$943K – – –
SP
2247
Saranac Partners
$943K +$19.2K +124 +2%
WCM
2248
Winthrop Capital Management
Indiana
$941K +$42.9K +277 +5%
MIA
2249
MMBG Investment Advisors
Florida
$940K – – –
MIM
2250
Miller Investment Management
Pennsylvania
$939K -$647K -4,175 -41%
88 89
90
91 92