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Name Holding Trade Value Shares
Change 		Change in
Stake
VC
1151
Vicus Capital
Pennsylvania
$862K +$9.82K +85 +1%
RIM
1152
Redwood Investment Management
Arizona
$861K +$117K +1,014 +17%
ZIG
1153
Zuckerman Investment Group
Illinois
$854K +$216K +1,867 +36%
DIP
1154
DT Investment Partners
Pennsylvania
$852K -$876K -7,576 -52%
HIM
1155
HawsGoodwin Investment Management
Tennessee
$851K +$818K +7,075 New
CCA
1156
Checchi Capital Advisers
California
$848K -$125K -1,080 -13%
GT
1157
Greenleaf Trust
Michigan
$847K -$236K -2,040 -22%
IAIM
1158
International Assets Investment Management
Florida
$847K -$26.9K -233 -3%
WTB
1159
Washington Trust Bank
Washington
$844K +$36.3K +314 +5%
SG
1160
StoneX Group
New York
$842K -$175K -1,510 -18%
WEC
1161
Winslow Evans & Crocker
Massachusetts
$841K +$515K +4,455 +42%
BSB
1162
Bangor Savings Bank
Maine
$840K -$10.3K -89 -1%
PWW
1163
Pettyjohn Wood & White
Virginia
$838K -$36.5K -316 -4%
FFA
1164
First Foundation Advisors
California
$835K +$35.7K +309 +5%
LF
1165
Lantz Financial
Illinois
$835K +$113K +980 +16%
MPM
1166
Meritage Portfolio Management
Kansas
$834K +$30.5K +264 +4%
SFP
1167
Sandbox Financial Partners
Maryland
$834K +$801K +6,933 New
WC
1168
Westhampton Capital
North Carolina
$830K +$210K +1,817 +36%
SW
1169
SkyOak Wealth
Michigan
$830K +$239K +2,066 +43%
WWMSC
1170
Wagner Wealth Management (South Carolina)
South Carolina
$827K +$794K +6,872 New
WLPWM
1171
Walled Lake Planning & Wealth Management
Illinois
$825K -$251K -2,172 -24%
GBT
1172
Grove Bank & Trust
Florida
$825K +$12.7K +110 +2%
BFA
1173
Beaumont Financial Advisors
Massachusetts
$824K -$379K -3,283 -32%
SIG
1174
Sargent Investment Group
Maryland
$824K -$181K -1,565 -19%
CNBTD
1175
Citizens National Bank Trust Department
Mississippi
$823K – – –
45 46
47
48 49