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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1251
Doyle Wealth Management
Florida
$347K -$17.1K -229 -5%
DAM
1252
Doheny Asset Management
California
$347K – – –
LW
1253
Linscomb Wealth
Texas
$346K -$8.9K -119 -2%
ACM
1254
Alta Capital Management
Utah
$346K – – –
TFO
1255
Tarbox Family Office
California
$346K – – –
VLC
1256
Van Leeuwen & Company
New Jersey
$345K +$11.6K +155 +3%
BCM
1257
Brookstone Capital Management
Illinois
$345K +$23K +308 +7%
BCP
1258
Berkeley Capital Partners
Georgia
$345K +$40.8K +546 +13%
EWA
1259
EP Wealth Advisors
California
$341K -$55.6K -743 -14%
CCG
1260
Cypress Capital Group
Florida
$340K +$343K +4,587 New
BCM
1261
BlueCrest Capital Management
Jersey
$337K -$700K -9,351 -67%
PHAM
1262
Palisades Hudson Asset Management
Florida
$337K – – –
UBV
1263
United Bank (Virginia)
Virginia
$337K +$7.48K +100 +2%
TNBTD
1264
Trustmark National Bank Trust Department
Mississippi
$336K +$153K +2,048 +83%
LFAS
1265
Level Four Advisory Services
Texas
$335K +$62.5K +835 +23%
WWM
1266
Windsor Wealth Management
Indiana
$335K +$338K +4,520 New
GW
1267
GW & Wade
Massachusetts
$334K -$5.09K -68 -1%
AIS
1268
American Investment Services
Massachusetts
$334K +$673 +9 +0.2%
PC
1269
Port Capital
Illinois
$333K +$3.22K +43 +1%
PCG
1270
Private Capital Group
Connecticut
$333K +$5.16K +69 +2%
VFA
1271
Valeo Financial Advisors
Indiana
$332K -$3.89K -52 -1%
CAW
1272
Cornerstone Advisors (Washington)
Washington
$330K -$84.1K -1,124 -20%
CF
1273
Centaurus Financial
California
$330K -$74.8K -1,000 -20%
BHBT
1274
Burke & Herbert Bank & Trust
Virginia
$327K – – –
DPI
1275
Diversified Portfolios Inc
Michigan
$327K – – –
49 50
51
52 53