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Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1051
Stamos Capital Partners
California
$2.69M +$487K +8,060 +24%
AWA
1052
Arete Wealth Advisors
Illinois
$2.69M +$177K +2,931 +7%
BTW
1053
Boston Trust Walden
Massachusetts
$2.68M -$57.4K -950 -2%
BS
1054
Boenning & Scattergood
Pennsylvania
$2.67M -$426K -7,053 -14%
EIA
1055
Edgemoor Investment Advisors
Maryland
$2.67M +$2.31M +38,266 +1,053%
SJIM
1056
St. Johns Investment Management
Florida
$2.67M -$5.49K -91 -0.2%
BS
1057
Biglari Sardar
$2.67M +$411K +6,816 +19%
ISWM
1058
Independent Solutions Wealth Management
New York
$2.66M +$98.2K +1,626 +4%
RMAM
1059
Raab & Moskowitz Asset Management
New Jersey
$2.66M +$34.7K +574 +1%
DPIM
1060
Duff & Phelps Investment Management
Illinois
$2.65M – – –
AA
1061
Ancora Advisors
Ohio
$2.65M +$66.5K +1,102 +3%
WP
1062
WMS Partners
Maryland
$2.65M -$27.5K -455 -1%
DCM
1063
Dudley Capital Management
Virginia
$2.63M +$2.5M +41,415 New
RIA
1064
Realta Investment Advisors
Delaware
$2.63M -$46.9K -777 -2%
AWE
1065
Avidian Wealth Enterprises
Texas
$2.63M +$328K +5,433 +15%
BAM
1066
Belpointe Asset Management
Nevada
$2.62M +$103K +1,700 +4%
FMB
1067
Field & Main Bank
Kentucky
$2.62M -$6.04K -100 -0.2%
MSFP
1068
Mark Sheptoff Financial Planning
Connecticut
$2.6M – – –
CAL
1069
Capital Analysts LLC
Pennsylvania
$2.6M +$58.6K +970 +2%
TCA
1070
Transcend Capital Advisors
New Jersey
$2.59M -$135K -2,233 -5%
ACA
1071
Anchor Capital Advisors
Massachusetts
$2.59M -$11.8K -196 -0.5%
SWM
1072
Sugarloaf Wealth Management
Georgia
$2.59M -$274K -4,531 -10%
CWP
1073
CFM Wealth Partners
Texas
$2.58M +$172K +2,853 +8%
ALAM
1074
Asahi Life Asset Management
Japan
$2.55M -$634K -10,500 -21%
RIM
1075
Regent Investment Management
Kentucky
$2.55M – – –
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