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Name Holding Trade Value Shares
Change 		Change in
Stake
HC
1476
Hendley & Co
Ohio
$683K – – –
MAM
1477
Morse Asset Management
Connecticut
$680K – – –
TCOO
1478
Trust Company of Oklahoma
Oklahoma
$680K – – –
OMC
1479
Overbrook Management Corp
New York
$678K – – –
ANI
1480
American National Insurance
Texas
$677K – – –
IWS
1481
Insight Wealth Strategies
California
$676K -$239K -4,426 -22%
PP
1482
PagnatoKarp Partners
Virginia
$676K +$123K +2,280 +18%
BCM
1483
Brooktree Capital Management
Michigan
$674K -$1.29M -23,973 -61%
SFSG
1484
Stearns Financial Services Group
North Carolina
$674K -$52.4K -970 -6%
UAM
1485
UAS Asset Management
New York
$668K -$181K -3,350 -18%
TW
1486
TrinityPoint Wealth
Connecticut
$667K -$1.1M -20,373 -57%
ECM
1487
Estabrook Capital Management
New York
$664K – – –
SKK
1488
Shepherd Kaplan Krochuk
Massachusetts
$664K -$96.2K -1,781 -11%
IR
1489
IAT Reinsurance
New York
$664K – – –
CL
1490
Choreo LLC
Illinois
$661K -$120K -2,225 -13%
BEC
1491
Blue Edge Capital
Virginia
$656K +$280K +5,190 +54%
TCA
1492
Transcend Capital Advisors
New Jersey
$656K -$34.6K -640 -4%
DSC
1493
Duncker Streett & Co
Missouri
$656K – – –
TI
1494
Tidal Investments
Wisconsin
$656K +$330K +6,114 +70%
LP
1495
LMR Partners
United Kingdom
$649K +$779K +14,418 New
HBT
1496
Hills Bank & Trust
Iowa
$648K +$145K +2,680 +22%
RHBC
1497
R.H. Bluestein & Co
Michigan
$648K +$353K +6,530 +80%
WA
1498
Wambolt & Associates
Colorado
$647K +$97.8K +1,811 +14%
CFA
1499
Capstone Financial Advisors
Illinois
$647K +$790K +14,625 New
LFA
1500
Legacy Financial Advisors
Kentucky
$645K +$97.8K +1,811 +15%
58 59
60
61 62