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Name Holding Trade Value Shares
Change 		Change in
Stake
TIAM2
2101
Tru Independence Asset Management 2
Oregon
$1.57M +$1.08M +2,990 +183%
PJSIMP
2102
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.56M -$39.6K -110 -2%
RDWM
2103
Red Door Wealth Management
Tennessee
$1.56M +$458K +1,271 +38%
WCM
2104
Whitener Capital Management
North Carolina
$1.56M +$154K +427 +8%
SCM
2105
Symons Capital Management
Pennsylvania
$1.56M -$2.78M -7,706 -63%
VC
2106
Veracity Capital
Georgia
$1.55M +$62.7K +174 +4%
SWM
2107
Salvus Wealth Management
New Jersey
$1.55M +$231K +641 +16%
EPA
2108
Element Pointe Advisors
Florida
$1.55M -$219K -607 -12%
APWM
2109
Atlas Private Wealth Management
New York
$1.55M -$212K -589 -11%
KTC
2110
Kistler-Tiffany Companies
Pennsylvania
$1.54M -$38.9K -108 -2%
CAGAS
2111
Capital Advisory Group Advisory Services
Minnesota
$1.54M -$35.3K -98 -2%
RCM
2112
RNC Capital Management
California
$1.54M -$1.59M -4,420 -49%
BWAM
2113
Boyd Watterson Asset Management
Ohio
$1.54M -$751K -2,085 -32%
BHBT
2114
Burke & Herbert Bank & Trust
Virginia
$1.54M +$12.6K +35 +0.8%
YCMGA
2115
York Capital Management Global Advisors
New York
$1.53M -$1.6M -4,430 -50%
TLCM
2116
Twin Lakes Capital Management
California
$1.53M – – –
ED
2117
Exane Derivatives
France
$1.53M +$159K +442 +11%
PFA
2118
Professional Financial Advisors
Nebraska
$1.52M +$319K +887 +25%
MCM
2119
Marathon Capital Management
Maryland
$1.52M +$1.61M +4,464 New
DI
2120
Diligent Investors
California
$1.51M – – –
LCP
2121
Legacy Capital Partners
Wisconsin
$1.51M -$90K -250 -5%
TP
2122
Tranquility Partners
Tennessee
$1.51M +$272K +756 +20%
JEST
2123
JTC Employer Solutions Trustee
Jersey
$1.5M +$634K +1,759 +66%
PIC
2124
Portland Investment Counsel
Ontario, Canada
$1.5M – – –
FP
2125
Financial Perspectives
Minnesota
$1.5M – – –
83 84
85
86 87