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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
1801
Concourse Financial Group Securities
Alabama
$490K +$539K +2,977 New
NBG
1802
Nancy B. Gardiner
$490K +$539K +2,978 New
CP
1803
Cumberland Partners
Ontario, Canada
$489K +$29K +160 +6%
OC
1804
Oakworth Capital
Alabama
$488K +$34K +188 +7%
WCM
1805
Wedge Capital Management
North Carolina
$488K +$36.9K +204 +7%
BC
1806
Blueport Capital
Texas
$486K +$68.8K +380 +15%
GEA
1807
Glen Eagle Advisors
New Jersey
$484K +$58.5K +323 +12%
RFM
1808
Royal Fund Management
Florida
$483K -$30.1K -166 -5%
SMFG
1809
Sumitomo Mitsui Financial Group
Japan
$482K +$78.7K +435 +18%
CC
1810
Cornerstone Capital
California
$475K – – –
FWP
1811
FAS Wealth Partners
Kansas
$473K +$11K +61 +2%
UAM
1812
UAS Asset Management
New York
$469K +$516K +2,850 New
CWM
1813
Cedar Wealth Management
California
$468K +$498K +2,751 +2,927%
TP
1814
Truvvo Partners
New York
$467K +$514K +2,841 New
CFA
1815
Capstone Financial Advisors
Illinois
$466K -$16.3K -90 -3%
BHBT
1816
Burke & Herbert Bank & Trust
Virginia
$462K -$9.05K -50 -2%
TNB
1817
Thomasville National Bank
Georgia
$461K -$15K -83 -3%
JLBC
1818
J.L. Bainbridge & Co
Florida
$460K -$228K -1,259 -31%
GC
1819
Grimes & Company
Massachusetts
$460K -$112K -618 -18%
LF
1820
Lee Financial
Texas
$458K -$142K -787 -22%
CAM
1821
Claret Asset Management
Quebec, Canada
$458K +$504K +2,782 New
SC
1822
SouthState Corp
Florida
$457K -$328K -1,810 -39%
MCM
1823
McRae Capital Management
New Jersey
$455K -$4.71K -26 -0.9%
PV
1824
Private Vista
Illinois
$453K +$7.06K +39 +1%
PAM
1825
Paradigm Asset Management
New York
$452K +$99.6K +550 +25%
71 72
73
74 75