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Name Holding Trade Value Shares
Change 		Change in
Stake
B
1526
Bridgeworth
Alabama
$626K +$673K +3,589 New
VFM
1527
Viking Fund Management
North Dakota
$624K – – –
AAP
1528
Aristotle Atlantic Partners
Florida
$624K +$172K +918 +36%
PWAP
1529
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$623K +$69.2K +369 +12%
KWA
1530
KCS Wealth Advisory
California
$621K -$27.8K -148 -4%
PA
1531
Probity Advisors
Texas
$621K -$4.88K -26 -0.7%
HCM
1532
Hilton Capital Management
New York
$619K +$300K +1,600 +85%
PWM
1533
Paulson Wealth Management
Illinois
$618K -$85K -453 -12%
PHAM
1534
Palisades Hudson Asset Management
Florida
$614K – – –
CTI
1535
Community Trust & Investment
Kentucky
$613K -$40K -213 -6%
RCM
1536
Radnor Capital Management
Pennsylvania
$612K -$23.5K -125 -4%
PCMC
1537
Paragon Capital Management (Colorado)
Colorado
$606K -$277K -1,474 -30%
PWAG
1538
Polaris Wealth Advisory Group
California
$605K +$8.82K +47 +1%
DIP
1539
DT Investment Partners
Pennsylvania
$605K +$179K +955 +39%
KA
1540
Klingman & Associates
New York
$599K +$10.9K +58 +2%
SHWM
1541
Smith & Howard Wealth Management
Georgia
$597K -$28K -149 -4%
CCM
1542
Cadence Capital Management
Massachusetts
$595K -$8.27M -44,084 -93%
FIG
1543
FundX Investment Group
California
$594K – – –
GEM
1544
Global Endowment Management
North Carolina
$594K – – –
MIM
1545
Miller Investment Management
Pennsylvania
$594K +$3.19K +17 +0.5%
FMTCOCP
1546
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$593K – – –
HWM
1547
Holloway Wealth Management
Florida
$592K – – –
CHAM
1548
Clear Harbor Asset Management
Connecticut
$590K +$52.9K +282 +9%
NERM
1549
New England Research & Management
Illinois
$588K -$93.8K -500 -13%
MFW
1550
Meristem Family Wealth
Minnesota
$588K – – –
60 61
62
63 64