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Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
2901
First United Bank & Trust
Maryland
$477K -$16.6K -50 -3%
BWG
2902
Beta Wealth Group
California
$477K – – –
HAC
2903
Harbor Advisory Corp
New Hampshire
$474K +$83K +250 +22%
ERIM
2904
Eagle Ridge Investment Management
Connecticut
$474K +$129K +388 +38%
LF
2905
Lee Financial
Texas
$473K +$13.9K +42 +3%
HCM
2906
Hilton Capital Management
New York
$472K -$184K -555 -28%
JFA
2907
JNBA Financial Advisors
Minnesota
$472K -$30.2K -91 -6%
FFH
2908
Fairfax Financial Holdings
Ontario, Canada
$471K – – –
NCM
2909
Neumann Capital Management
California
$471K – – –
WA
2910
Waverly Advisors
Alabama
$471K +$70.4K +212 +11%
HPCM
2911
High Pointe Capital Management
Illinois
$471K +$199K +600 +75%
BA
2912
Ballew Advisors
Mississippi
$466K -$9.3K -28 -2%
FMP
2913
Financial Management Professionals
Texas
$465K -$1.99K -6 -0.4%
SC
2914
Seldon Capital
California
$465K +$459K +1,382 New
HCM
2915
Hall Capital Management
Rhode Island
$461K -$69.1K -208 -13%
MPW
2916
Monterey Private Wealth
California
$460K – – –
CCA
2917
Cottonwood Capital Advisors
Utah
$460K +$455K +1,369 New
MAM
2918
McLean Asset Management
Virginia
$459K -$11K -33 -2%
GCP
2919
Gill Capital Partners
Colorado
$458K -$12.3K -37 -3%
FPCG
2920
Fort Pitt Capital Group
Pennsylvania
$458K +$94.6K +285 +26%
VF
2921
Vista Finance
Missouri
$458K +$453K +1,363 New
LFG
2922
Lockerman Financial Group
California
$456K +$450K +1,356 New
MGAM
2923
McGowan Group Asset Management
Texas
$453K +$44.5K +134 +11%
HI
2924
Humankind Investments
New York
$452K +$58.8K +177 +15%
BWA
2925
Blodgett Wealth Advisors
California
$452K +$447K +1,345 New
115 116
117
118 119