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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1201
Kintegral Advisory
New York
$3.42M – – –
TWM
1202
TLW Wealth Management
Florida
$3.42M +$76.4K +278 +2%
IAS
1203
Investment Advisory Services
Texas
$3.41M -$3.57K -13 -0.1%
CIAS
1204
Capital Investment Advisory Services
North Carolina
$3.41M +$272K +989 +8%
EH
1205
Equitable Holdings
New York
$3.4M -$97.3K -354 -3%
CFS
1206
CRA Financial Services
New Jersey
$3.38M +$185K +673 +6%
CPSC
1207
Carl P. Sherr & Co
Massachusetts
$3.36M -$31.3K -114 -0.9%
DPIM
1208
Duff & Phelps Investment Management
Illinois
$3.36M -$27.5K -100 -0.8%
FMB
1209
Field & Main Bank
Kentucky
$3.35M -$230K -836 -6%
LA
1210
LVW Advisors
New York
$3.35M +$75.3K +274 +2%
BCM
1211
Barometer Capital Management
Ontario, Canada
$3.35M -$4.99M -18,135 -59%
SW
1212
SteelPeak Wealth
California
$3.33M -$3.66M -13,297 -51%
SOAMC
1213
Spirit of America Management Corp
New York
$3.33M -$261K -950 -7%
CCT
1214
Chemung Canal Trust
New York
$3.33M -$53.1K -193 -2%
DCP
1215
Distillate Capital Partners
Illinois
$3.33M +$3.45M +12,539 New
PH
1216
Pinnacle Holdings
Oklahoma
$3.3M -$52.8K -192 -2%
WR
1217
WD Rutherford
Oregon
$3.29M +$3.41M +12,402 New
IAIM
1218
International Assets Investment Management
Florida
$3.29M +$520K +1,891 +5%
RFA
1219
Reilly Financial Advisors
California
$3.29M +$276K +1,005 +9%
TW
1220
TrinityPoint Wealth
Connecticut
$3.28M +$22.3K +81 +0.7%
MIC
1221
Meridian Investment Counsel
California
$3.27M -$13.7K -50 -0.4%
BCM
1222
BTC Capital Management
Iowa
$3.25M +$3.37M +12,268 New
SC
1223
Saturna Capital
Washington
$3.25M +$8.25K +30 +0.2%
ANRIA
1224
American National Registered Investment Advisor
Texas
$3.24M -$4.12K -15 -0.1%
SCP
1225
Silverleafe Capital Partners
Tennessee
$3.23M +$326K +1,187 +11%
47 48
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