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Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1676
Willis Investment Counsel
Georgia
$792K +$535K +4,560 +225%
LSA
1677
Lion Street Advisors
Texas
$791K +$52.4K +446 +22%
WJWM
1678
Williams Jones Wealth Management
New York
$789K -$14M -119,212 -95%
BSB
1679
Bangor Savings Bank
Maine
$788K -$19K -162 -2%
UBG
1680
United Bank (Georgia)
Georgia
$787K -$110K -935 -13%
ARMT
1681
Amica Retiree Medical Trust
Rhode Island
$786K +$74.9K +638 +11%
LHC
1682
Little House Capital
Massachusetts
$786K -$45.2K -385 -6%
CIA
1683
Capital Impact Advisors
Massachusetts
$785K -$31.1K -265 -4%
ACA
1684
Affinity Capital Advisors
California
$785K +$67.4K +574 +10%
LAI
1685
Legal Advantage Investments
California
$781K +$153K +1,300 +25%
GAM
1686
Garrison Asset Management
Arkansas
$780K -$120K -1,022 -14%
AF
1687
Affiance Financial
Minnesota
$779K +$19.5K +166 +3%
CWM
1688
Cabot Wealth Management
Massachusetts
$776K -$191K -1,625 -20%
ACM
1689
AUA Capital Management
Pennsylvania
$776K – – –
RGC
1690
Roberts, Glore & Co
Illinois
$775K +$50.8K +433 +7%
B
1691
Barings
North Carolina
$772K +$21.3K +181 +3%
MP
1692
McDonald Partners
Ohio
$770K +$87K +741 +13%
AA
1693
Aire Advisors
California
$769K -$71K -605 -9%
FCM
1694
Fortis Capital Management
Washington
$764K +$87.6K +746 +13%
BZWA
1695
Blue Zone Wealth Advisors
California
$764K -$1.64K -14 -0.2%
HA
1696
Herold Advisors
New York
$762K +$15.9K +135 +2%
DA
1697
Denali Advisors
California
$758K +$247K +2,100 +50%
SG
1698
StoneX Group
New York
$757K +$172K +1,464 +30%
IA
1699
IFG Advisory
Georgia
$757K -$307K -2,611 -29%
JSW
1700
Journey Strategic Wealth
New Jersey
$756K -$172K -1,464 -19%
66 67
68
69 70