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Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1126
Keel Point
Alabama
$339K – – –
ACM
1127
Alta Capital Management
Utah
$338K +$336K +5,091 New
LW
1128
Linscomb Wealth
Texas
$333K -$13.2K -200 -4%
UBV
1129
United Bank (Virginia)
Virginia
$332K -$51.4K -779 -13%
LCM
1130
Lee Capital Management
New York
$332K – – –
VFA
1131
Valeo Financial Advisors
Indiana
$330K +$60.9K +923 +23%
DMC
1132
Drexel Morgan & Co
Pennsylvania
$328K – – –
ACI
1133
Alpha Cubed Investments
California
$327K -$90.8K -1,376 -22%
VRS
1134
Virginia Retirement Systems
Virginia
$326K – – –
YMRC
1135
Yorktown Management & Research Company
Virginia
$326K – – –
AHB
1136
Abner Herrman & Brock
New Jersey
$325K +$47.6K +722 +17%
NPA
1137
Nichols & Pratt Advisers
Massachusetts
$323K – – –
PMG
1138
ProVise Management Group
Florida
$319K -$18.5K -280 -5%
CAW
1139
Cornerstone Advisors (Washington)
Washington
$318K -$10.9K -165 -3%
CPSAC
1140
Chas P. Smith & Associates (CPS)
Florida
$318K +$316K +4,793 New
WC
1141
Whitnell & Co
Illinois
$316K – – –
GI
1142
Glovista Investments
New Jersey
$315K -$59.4K -900 -16%
WTFG
1143
Wells Trecaso Financial Group
Ohio
$313K +$311K +4,709 New
BHBT
1144
Burke & Herbert Bank & Trust
Virginia
$312K -$39.6K -600 -11%
FMLI
1145
Fukoku Mutual Life Insurance
Japan
$312K – – –
GIM
1146
Groesbeck Investment Management
New Jersey
$312K – – –
DAM
1147
Doheny Asset Management
California
$311K – – –
HCM
1148
Harvest Capital Management
New Hampshire
$311K – – –
TFO
1149
Tarbox Family Office
California
$310K – – –
DWM
1150
Doyle Wealth Management
Florida
$309K -$86.1K -1,305 -22%
44 45
46
47 48