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Name Holding Trade Value Shares
Change 		Change in
Stake
KS
826
Karpas Strategies
Connecticut
$3.77M – – –
BCCM
827
Bridge Creek Capital Management
Massachusetts
$3.75M – – –
DIA
828
Dana Investment Advisors
Wisconsin
$3.74M -$614K -5,609 -14%
IR
829
IAT Reinsurance
New York
$3.74M +$3.85M +35,200 New
PWM
830
Patriot Wealth Management
Texas
$3.73M +$130K +1,186 +3%
FM
831
Family Management
New York
$3.73M +$3.56M +32,492 +1,243%
WAM
832
Wallington Asset Management
Indiana
$3.72M -$5.55M -50,723 -59%
ESBC
833
E.S. Barr & Co
Kentucky
$3.72M – – –
BGC
834
Blue Granite Capital
South Carolina
$3.72M +$348K +3,175 +10%
PJSIMP
835
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.71M +$769K +7,021 +25%
NEI
836
Northwest & Ethical Investments
Ontario, Canada
$3.71M -$32.9K -300 -0.9%
AWM
837
Altavista Wealth Management
North Carolina
$3.71M -$93.3K -852 -2%
CCM
838
Check Capital Management
California
$3.68M -$148K -1,350 -4%
AF
839
Aldebaran Financial
$3.67M -$62.4K -570 -2%
AIM
840
abrdn Investment Management
United Kingdom
$3.67M -$942K -8,599 -20%
NSAM
841
North Star Asset Management
Wisconsin
$3.67M +$99.9K +912 +3%
CG
842
Colony Group
Massachusetts
$3.66M +$2.46M +22,484 +188%
BAM
843
Boyar Asset Management
New York
$3.66M -$71.8K -656 -2%
GIM
844
Greystone Investment Management
Ohio
$3.65M -$44.2K -404 -1%
LFAS
845
Level Four Advisory Services
Texas
$3.64M -$402K -3,671 -10%
VIA
846
Virtus Investment Advisers
Connecticut
$3.62M -$6.46M -58,986 -63%
WB
847
Webster Bank
Connecticut
$3.61M -$106K -972 -3%
AL
848
Aspiriant LLC
California
$3.61M -$114K -1,038 -3%
GEM
849
Global Endowment Management
North Carolina
$3.6M +$427K +3,900 +13%
FMWA
850
Forvis Mazars Wealth Advisors
Missouri
$3.6M +$131K +1,198 +4%
32 33
34
35 36