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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1551
Waddell & Associates
Tennessee
$719K -$3.92K -88 -0.5%
BHBT
1552
Burke & Herbert Bank & Trust
Virginia
$717K -$132K -2,963 -15%
BPCE
1553
Bank Pictet & Cie (Europe)
Germany
$717K – – –
OPCM
1554
Osborne Partners Capital Management
California
$716K -$77.9K -1,749 -10%
KFA
1555
Kelleher Financial Advisors
New York
$713K -$212K -4,755 -23%
WBG
1556
Wharton Business Group
Pennsylvania
$713K +$45 +1 +0%
CIC
1557
Crawford Investment Counsel
Georgia
$710K -$32.4K -727 -4%
CIM
1558
CIM Investment Management
Pennsylvania
$703K -$651K -14,610 -48%
AWM
1559
Aries Wealth Management
Maine
$701K +$3.79K +85 +0.5%
HDIM
1560
Hanson & Doremus Investment Management
Vermont
$701K -$12.3K -276 -2%
NHC
1561
Nicholas Hoffman & Company
Georgia
$701K -$105K -2,354 -13%
SWM
1562
Sterling Wealth Management
Illinois
$700K – – –
GAMC
1563
Garner Asset Management Corp
Texas
$699K +$54K +1,212 +8%
ZCM
1564
Ziegler Capital Management
Illinois
$698K +$705K +15,812 New
PS
1565
Planned Solutions
California
$698K – – –
SFI
1566
SPC Financial Inc
Maryland
$698K +$4.46K +100 +0.6%
MCCA
1567
Mill Creek Capital Advisors
Pennsylvania
$697K +$17.2K +385 +3%
CNBTD
1568
Citizens National Bank Trust Department
Mississippi
$696K +$1.6K +36 +0.2%
TPWM
1569
Twelve Points Wealth Management
Massachusetts
$696K -$668 -15 -0.1%
JWA
1570
JFS Wealth Advisors
Pennsylvania
$696K +$355K +7,977 +103%
ANBT
1571
American National Bank & Trust
Texas
$696K -$61.5K -1,381 -8%
CW
1572
CIC Wealth
Maryland
$695K +$4.19K +94 +0.6%
SMH
1573
Sanders Morris Harris
Texas
$693K +$30.5K +685 +5%
CRC
1574
Curi RMB Capital
Illinois
$693K -$3.56K -80 -0.5%
BFW
1575
Brady Family Wealth
Missouri
$693K -$59.1K -1,326 -8%
61 62
63
64 65