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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
801
Shepherd Financial Partners
Massachusetts
$1.08M – – –
WP
802
WMS Partners
Maryland
$1.08M +$31.7K +515 +3%
SIC
803
Shoker Investment Counsel
Ohio
$1.06M -$130K -2,104 -10%
RM
804
Resource Management
Louisiana
$1.06M -$392K -6,354 -24%
KIA
805
KCM Investment Advisors
California
$1.06M -$220K -3,577 -15%
AIM
806
Anchor Investment Management
South Carolina
$1.06M -$119K -1,930 -9%
ZIC
807
ZWJ Investment Counsel
Georgia
$1.06M +$35.1K +569 +3%
HVIA
808
Hudson Valley Investment Advisors
New York
$1.05M +$3.45K +56 +0.3%
HW
809
Hancock Whitney
Mississippi
$1.05M +$840K +13,622 +236%
BMC
810
Beaton Management Company
Massachusetts
$1.04M +$678 +11 +0.1%
DPIM
811
Duff & Phelps Investment Management
Illinois
$1.04M +$5.55K +90 +0.5%
FAT
812
First American Trust
California
$1.04M -$78.3K -1,271 -6%
BCM
813
Bluefin Capital Management
New York
$1.04M +$1.05M +17,000 +769%
FCB
814
First Command Bank
Texas
$1.04M +$127K +2,057 +12%
FCFS
815
First Command Financial Services
Texas
$1.04M +$127K +2,057 +12%
DDC
816
DF Dent & Co
Maryland
$1.03M -$38.6K -626 -3%
CRIG
817
Charter Research & Investment Group
Connecticut
$1.03M -$116K -1,878 -9%
SCM
818
Shelton Capital Management
Colorado
$1.03M +$30.8K +499 +3%
LW
819
Linscomb Wealth
Texas
$1.02M -$2.52M -40,902 -68%
BAM
820
Belpointe Asset Management
Nevada
$1.02M +$189K +3,063 +19%
PIA
821
Piedmont Investment Advisors
North Carolina
$1.02M -$3.67M -59,484 -76%
FMT
822
First Mercantile Trust
Tennessee
$1.02M +$554K +8,986 +91%
MCM
823
Manchester Capital Management
Vermont
$1.01M -$8.88K -144 -0.8%
HTC
824
Haverford Trust Company
Pennsylvania
$1.01M -$39K -632 -3%
FG
825
Fiduciary Group
Georgia
$1.01M -$173K -2,806 -13%
31 32
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34 35