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Name Holding Trade Value Shares
Change 		Change in
Stake
PMAM
1101
Picton Mahoney Asset Management
Ontario, Canada
$4.2M +$4.49M +15,220 New
MC
1102
Middleton & Co
Massachusetts
$4.18M -$2.26M -7,650 -34%
UF
1103
Univest Financial
Pennsylvania
$4.18M -$1.6M -5,410 -26%
TMAM
1104
Tokio Marine Asset Management
Japan
$4.17M +$487K +1,649 +12%
WAS
1105
Wealth Advisory Solutions
Indiana
$4.17M +$3.03M +10,271 +213%
WAC
1106
William Allan Corp
Colorado
$4.16M +$233K +789 +6%
MMPW
1107
Mitchell McLeod Pugh & Williams
Alabama
$4.16M +$15.1K +51 +0.3%
DSC
1108
Duncker Streett & Co
Missouri
$4.15M -$73.8K -250 -2%
FBT
1109
First Bankers Trust
Kentucky
$4.15M +$40.7K +138 +0.9%
SAM
1110
Strategy Asset Managers
California
$4.15M +$509K +1,725 +13%
WCP
1111
Waterfront Capital Partners
New York
$4.14M -$8.86M -30,000 -67%
LCH
1112
Lee Capital Holdings
New York
$4.14M – – –
VFM
1113
Viking Fund Management
North Dakota
$4.14M – – –
GIM
1114
Greylin Investment Management
Virginia
$4.12M -$31K -105 -0.7%
FLI
1115
Family Legacy Inc
South Carolina
$4.12M -$107K -361 -2%
RDWM
1116
Red Door Wealth Management
Tennessee
$4.11M +$146K +493 +3%
VWM
1117
Valley Wealth Managers
New Jersey
$4.11M -$203K -687 -4%
RCM
1118
Ravenstone Capital Management
$4.1M +$22.1K +75 +0.5%
TPA
1119
Trivium Point Advisory
Connecticut
$4.08M +$76.2K +258 +2%
LC
1120
Lavaca Capital
Texas
$4.05M +$852K +2,888 +27%
KL
1121
KWMG LLC
Kansas
$4.03M +$209K +707 +5%
MYLI
1122
Meiji Yasuda Life Insurance
Japan
$4.03M -$124K -420 -3%
WPP
1123
Whalerock Point Partners
Rhode Island
$4.03M +$47.2K +160 +1%
FFA
1124
First Foundation Advisors
California
$4.01M -$418K -1,416 -9%
JFGIW
1125
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4M -$1.01M -3,413 -20%
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