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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1101
Sage Investment Counsel
Tennessee
$352K – – –
DTC
1102
Davidson Trust Company
Washington
$351K – – –
CL
1103
CVFG LLC
Indiana
$350K -$31.3K -143 -8%
WC
1104
Westhampton Capital
North Carolina
$348K – – –
VSQM
1105
V-Square Quantitative Management
Illinois
$347K -$326K -1,489 -49%
ST
1106
Somerset Trust
Pennsylvania
$347K +$6.79K +31 +2%
SB
1107
Simmons Bank
Arkansas
$347K -$7.88K -36 -2%
PL
1108
Plancorp LLC
Missouri
$346K -$91.3K -417 -21%
AWM
1109
Aberdeen Wealth Management
Illinois
$346K – – –
SC
1110
SouthState Corp
Florida
$346K +$19.7K +90 +6%
BWP
1111
Baldwin Wealth Partners
Massachusetts
$346K -$8.76K -40 -3%
RIA
1112
Regal Investment Advisors
Michigan
$343K -$1.75K -8 -0.5%
SEIA
1113
Signature Estate & Investment Advisors
California
$342K +$7.23K +33 +2%
JAG
1114
Journey Advisory Group
Kentucky
$342K – – –
RFA
1115
Register Financial Advisors
Georgia
$342K -$43.8K -200 -12%
AWM
1116
Aries Wealth Management
Maine
$341K – – –
KAS
1117
KPP Advisory Services
Kentucky
$341K – – –
PT
1118
Plimoth Trust
Massachusetts
$340K – – –
WH
1119
Willner & Heller
California
$339K -$14.9K -68 -4%
4A
1120
4Wealth Advisors
Illinois
$338K -$4.38K -20 -1%
OP
1121
Oslo Pensjonsforsikring
$336K +$59.3K +271 +22%
AWM
1122
AE Wealth Management
Kansas
$335K -$14K -64 -4%
GL
1123
Graypoint LLC
New York
$334K +$42.5K +194 +15%
TYCC
1124
Texas Yale Capital Corp
Florida
$334K +$13.8K +63 +4%
GAG
1125
GM Advisory Group
New York
$331K +$69.9K +319 +28%
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