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Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1051
TCV Trust & Wealth Management
Virginia
$367K +$32.9K +130 +9%
TIA
1052
Tiemann Investment Advisors
California
$365K -$92.3K -365 -19%
FHA
1053
Flagship Harbor Advisors
Massachusetts
$365K +$4.3K +17 +1%
FPCP
1054
Fort Point Capital Partners
California
$364K +$384K +1,518 New
EMG
1055
Ellington Management Group
Connecticut
$360K -$1.49M -5,900 -80%
RB
1056
Rodgers Brothers
Pennsylvania
$360K – – –
SI
1057
Shaker Investments
Ohio
$360K – – –
VFM
1058
Viking Fund Management
North Dakota
$360K – – –
ACI
1059
Alpha Cubed Investments
California
$360K +$43.2K +171 +13%
PNC
1060
Park National Corp
Ohio
$360K +$94.6K +374 +33%
DA
1061
Doliver Advisors
Texas
$357K -$27.8K -110 -7%
WA
1062
Waverly Advisors
Alabama
$356K +$115K +456 +44%
BHWM
1063
Bar Harbor Wealth Management
New Hampshire
$354K -$2.27K -9 -0.6%
DWM
1064
Doyle Wealth Management
Florida
$353K -$37.7K -149 -9%
NB
1065
Nicolet Bankshares
Wisconsin
$353K -$4.3K -17 -1%
HCM
1066
Howland Capital Management
Massachusetts
$353K – – –
CS
1067
Credential Securities
$352K +$16.9K +67 +5%
BAM
1068
Belpointe Asset Management
Nevada
$351K -$245K -968 -40%
LCM
1069
Leisure Capital Management
California
$350K +$369K +1,459 New
QCG
1070
Quadrant Capital Group
Ohio
$348K +$2.53K +10 +0.7%
AP
1071
Appleton Partners
Massachusetts
$347K -$12.6K -50 -3%
BG
1072
Bahl & Gaynor
Ohio
$347K +$8.09K +32 +2%
FWIA
1073
Fort Washington Investment Advisors
Ohio
$342K -$392K -1,552 -52%
ABC
1074
Associated Banc-Corp
Wisconsin
$342K +$34.6K +137 +11%
SFM
1075
Signature Financial Management
Virginia
$341K -$94.3K -373 -21%
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