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Name Holding Trade Value Shares
Change 		Change in
Stake
SMC
1501
Smith, Moore & Co
Missouri
$562K – – –
CIA
1502
Capital Investment Advisors
Georgia
$561K +$3.58K +13 +0.6%
KMWM
1503
Keudell/Morrison Wealth Management
Oregon
$559K -$4.68K -17 -0.8%
BIM
1504
Baldwin Investment Management
Pennsylvania
$559K – – –
WA
1505
WESPAC Advisors
California
$558K -$51.5K -187 -8%
EGA
1506
E&G Advisors
Texas
$557K +$82.7K +300 +17%
ECG
1507
Edge Capital Group
Georgia
$555K -$73K -265 -11%
GC
1508
Giverny Capital
Quebec, Canada
$554K – – –
KTC
1509
Kistler-Tiffany Companies
Pennsylvania
$554K +$6.61K +24 +1%
FC
1510
Ferris Capital
Massachusetts
$553K -$34.4K -125 -6%
KIA
1511
KCM Investment Advisors
California
$551K +$128K +466 +30%
AIM
1512
Axiom Investment Management
New York
$548K -$3.83M -13,897 -87%
RMC
1513
Resources Management Corp
Connecticut
$547K +$555K +2,015 New
RPC
1514
Rossmore Private Capital
Connecticut
$543K +$551K +2,000 New
LBD
1515
Landsberg Bennett & Dubbaneh
Florida
$541K +$551 +2 +0.1%
VIA
1516
Vident Investment Advisory
Georgia
$539K -$71.1K -258 -12%
B
1517
Bailard
California
$539K – – –
HCM
1518
Hodges Capital Management
Texas
$535K -$56.5K -205 -9%
CMI
1519
Clare Market Investments
Texas
$534K -$100K -364 -16%
BW
1520
Bison Wealth
Georgia
$532K – – –
SG
1521
StoneX Group
New York
$529K +$56.5K +205 +12%
BFO
1522
Biltmore Family Office
North Carolina
$528K – – –
CIC
1523
Crawford Investment Counsel
Georgia
$525K -$40.2K -146 -7%
GBT
1524
Grove Bank & Trust
Florida
$523K +$100K +364 +23%
BO
1525
BRR OpCo
Ohio
$521K +$6.89K +25 +1%
59 60
61
62 63