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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1051
Beacon Financial Group
Texas
$334K +$70.6K +1,376 +26%
HL
1052
HeadInvest LLC
Maine
$332K – – –
ICM
1053
IMS Capital Management
Oregon
$331K +$20.5K +400 +7%
LW
1054
Linscomb Wealth
Texas
$328K +$32.2K +628 +11%
CCP
1055
Corient Capital Partners
California
$326K -$120K -2,346 -27%
SC
1056
Saybrook Capital
North Carolina
$325K – – –
SCI
1057
S&CO Inc
Massachusetts
$325K – – –
WAM
1058
Wallington Asset Management
Indiana
$325K – – –
HIM
1059
Hermes Investment Management
United Kingdom
$325K +$328K +6,390 New
PFBT
1060
Parkside Financial Bank & Trust
Missouri
$324K +$8.67K +169 +3%
SCP
1061
Syntal Capital Partners
Texas
$324K +$326K +6,361 New
LCM
1062
Leisure Capital Management
California
$318K – – –
LAIC
1063
Lederer & Associates Investment Counsel
California
$317K +$320K +6,240 New
PFS
1064
Prospera Financial Services
Texas
$316K -$9.29K -181 -3%
KWMG
1065
King Wealth Management Group
Florida
$316K +$318K +6,208 New
ATC
1066
Adirondack Trust Company
New York
$313K -$8.11K -158 -3%
RIA
1067
RPG Investment Advisory
California
$310K -$37.6K -733 -11%
CPIG
1068
Chicago Partners Investment Group
Illinois
$309K – – –
PP
1069
Palladium Partners
Virginia
$306K – – –
AIA
1070
Allegis Investment Advisors
Idaho
$306K +$15.5K +302 +5%
SBSB
1071
Sullivan, Bruyette, Speros & Blaney
Virginia
$304K +$12K +234 +4%
ACP
1072
Aveo Capital Partners
Colorado
$303K +$306K +5,962 New
PHS
1073
Pekin Hardy Strauss
Illinois
$301K – – –
EWM
1074
Empirical Wealth Management
Washington
$301K +$19.5K +380 +7%
MCM
1075
Mengis Capital Management
Oregon
$298K -$35.9K -700 -11%
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