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Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
976
Beach Investment Counsel
Pennsylvania
$310K – – –
LW
977
Linscomb Wealth
Texas
$310K +$52.8K +990 +14%
MIM
978
Montgomery Investment Management
Maryland
$309K -$2.13K -40 -0.5%
WP
979
WealthShield Partners
North Carolina
$309K +$22.4K +420 +6%
WA
980
WBH Advisory
Maryland
$308K -$17.3K -325 -4%
LF
981
Lantz Financial
Illinois
$306K -$22K -413 -5%
MM
982
Meridian Management
Arkansas
$305K – – –
TMAM
983
Tokio Marine Asset Management
Japan
$305K +$83K +1,557 +25%
NCM
984
Northside Capital Management
Oregon
$304K -$10.7K -200 -3%
AWM
985
Aberdeen Wealth Management
Illinois
$304K -$533 -10 -0.1%
BOPW
986
Brandywine Oak Private Wealth
Pennsylvania
$304K +$4.11K +77 +1%
PA
987
PSI Advisors
Florida
$303K -$46.4K -870 -10%
KA
988
KLCM Advisors
Wisconsin
$303K -$14.8K -278 -3%
KFS
989
Kurt F. Somerville
$303K +$94.3K +1,768 +30%
NNP
990
Nachman Norwood & Parrott
South Carolina
$300K -$45.2K -848 -10%
MWM
991
Modera Wealth Management
New Jersey
$299K +$8.05K +151 +2%
CPA
992
Clear Perspective Advisors
Illinois
$298K -$141K -2,647 -26%
CCM
993
Coldstream Capital Management
Washington
$298K -$106K -1,985 -21%
AWM
994
Aprio Wealth Management
Georgia
$298K -$44.6K -837 -10%
CIAS
995
Capital Investment Advisory Services
North Carolina
$298K +$88K +1,650 +28%
BCWM
996
Bartlett & Co Wealth Management
Ohio
$298K -$137K -2,569 -25%
HCM
997
Hengehold Capital Management
Ohio
$297K +$37.9K +710 +10%
BC
998
Bartlett & Co
Ohio
$297K +$400K +7,510 New
B
999
Barings
North Carolina
$296K -$149K -2,799 -27%
WA
1000
Waverly Advisors
Alabama
$295K +$13K +244 +3%
38 39
40
41 42