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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1126
Alta Capital Management
Utah
$338K +$336K +5,091 New
LW
1127
Linscomb Wealth
Texas
$333K -$13.2K -200 -4%
UBV
1128
United Bank (Virginia)
Virginia
$332K -$51.4K -779 -13%
LCM
1129
Lee Capital Management
New York
$332K – – –
VFA
1130
Valeo Financial Advisors
Indiana
$330K +$60.9K +923 +23%
DMC
1131
Drexel Morgan & Co
Pennsylvania
$328K – – –
ACI
1132
Alpha Cubed Investments
California
$327K -$90.8K -1,376 -22%
VRS
1133
Virginia Retirement Systems
Virginia
$326K – – –
YMRC
1134
Yorktown Management & Research Company
Virginia
$326K – – –
AHB
1135
Abner Herrman & Brock
New Jersey
$325K +$47.6K +722 +17%
NPA
1136
Nichols & Pratt Advisers
Massachusetts
$323K – – –
PMG
1137
ProVise Management Group
Florida
$319K -$18.5K -280 -5%
CAW
1138
Cornerstone Advisors (Washington)
Washington
$318K -$10.9K -165 -3%
CPSAC
1139
Chas P. Smith & Associates (CPS)
Florida
$318K +$316K +4,793 New
WC
1140
Whitnell & Co
Illinois
$316K – – –
GI
1141
Glovista Investments
New Jersey
$315K -$59.4K -900 -16%
WTFG
1142
Wells Trecaso Financial Group
Ohio
$313K +$311K +4,709 New
BHBT
1143
Burke & Herbert Bank & Trust
Virginia
$312K -$39.6K -600 -11%
FMLI
1144
Fukoku Mutual Life Insurance
Japan
$312K – – –
GIM
1145
Groesbeck Investment Management
New Jersey
$312K – – –
DAM
1146
Doheny Asset Management
California
$311K – – –
HCM
1147
Harvest Capital Management
New Hampshire
$311K – – –
TFO
1148
Tarbox Family Office
California
$310K – – –
DWM
1149
Doyle Wealth Management
Florida
$309K -$86.1K -1,305 -22%
BC
1150
Burleson & Co
California
$307K – – –
44 45
46
47 48