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Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
801
Roanoke Asset Management
New Jersey
$244K – – –
GBT
802
Grove Bank & Trust
Florida
$243K – – –
AI
803
Accredited Investors
Minnesota
$243K +$3.37K +47 +1%
EN1L
804
Engine No 1 LLC
California
$243K +$250K +3,494 New
CL
805
COWA LLC
Oklahoma
$242K – – –
IWM
806
IHT Wealth Management
Illinois
$241K -$75K -1,047 -23%
BL
807
Balentine LLC
Georgia
$241K -$23.1K -322 -9%
BOS
808
Bank of Stockton
California
$241K -$502 -7 -0.2%
HCM
809
Howard Capital Management
Georgia
$240K -$608K -8,483 -72%
SAG
810
Spotlight Asset Group
Illinois
$240K -$37.2K -519 -13%
BHBT
811
Burke & Herbert Bank & Trust
Virginia
$240K – – –
LWCFA
812
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$240K – – –
PFGIA
813
Patriot Financial Group Insurance Agency
Massachusetts
$240K +$58.4K +815 +31%
CWS
814
Cypress Wealth Services
California
$239K -$21.4K -298 -8%
PMG
815
ProVise Management Group
Florida
$239K +$246K +3,427 New
ECM
816
Evergreen Capital Management
Washington
$237K +$7.38K +103 +3%
MCCP
817
Mission Creek Capital Partners
California
$235K – – –
HPWM
818
Highland Private Wealth Management
Washington
$234K +$3.73K +52 +2%
PWA
819
Phoenix Wealth Advisors
North Carolina
$232K +$1.15K +16 +0.5%
BC
820
Burney Company
Virginia
$229K -$1.79K -25 -0.8%
EDRIA
821
Edmonds Duncan Registered Investment Advisors
Kansas
$228K – – –
MIM
822
Meridiem Investment Management
United Kingdom
$228K – – –
MWM
823
Meridian Wealth Management
Kentucky
$228K +$235K +3,279 New
CBN
824
Cadence Bank NA
Texas
$227K +$11.3K +158 +5%
MMA
825
Miracle Mile Advisors
California
$226K +$233K +3,245 New
31 32
33
34 35