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Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1451
P.J. Schmidt Investment Management (PJS)
Wisconsin
$338K +$10.2K +200 +3%
IRC
1452
Investors Research Corp
Georgia
$337K +$10.7K +210 +3%
FANJ
1453
Financial Architects (New Jersey)
New Jersey
$336K – – –
SIM
1454
SSI Investment Management
California
$334K – – –
CTA
1455
Chesley Taft & Associates
Illinois
$333K – – –
BHBT
1456
Burke & Herbert Bank & Trust
Virginia
$332K – – –
MW
1457
Marcum Wealth
Ohio
$331K -$23K -450 -7%
AAS
1458
Annex Advisory Services
Wisconsin
$331K -$1.53K -30 -0.5%
DLA
1459
Douglas Lane & Associates
New York
$331K +$3.58K +70 +1%
BST
1460
Bath Savings Trust
Maine
$330K – – –
SIAG
1461
Safeguard Investment Advisory Group
California
$330K +$1.02K +20 +0.3%
FC
1462
Fusion Capital
South Carolina
$329K +$19.4K +380 +7%
BMC
1463
Benin Management Corp
Connecticut
$328K – – –
BAAM
1464
Baker Avenue Asset Management
California
$328K +$1.02K +20 +0.3%
CG
1465
Clarus Group
Texas
$327K – – –
PHK
1466
Point72 Hong Kong
Hong Kong
$326K +$316K +6,180 New
WTC
1467
WhitTier Trust Company
Nevada
$325K – – –
LF
1468
LifeSteps Financial
California
$324K – – –
LFA
1469
Legacy Financial Advisors
Kentucky
$324K +$4.09K +80 +1%
CAM
1470
Concorde Asset Management
Michigan
$324K +$56.2K +1,100 +22%
EI
1471
Ethic Inc
New York
$323K +$63.4K +1,240 +25%
FCCM
1472
First City Capital Management
Georgia
$322K -$97.1K -1,900 -23%
FBB
1473
Fulton Breakefield Broenniman
Maryland
$322K -$62.9K -1,230 -17%
JWM
1474
JGP Wealth Management
Oregon
$322K – – –
SCM
1475
Stonebridge Capital Management
California
$322K – – –
57 58
59
60 61