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NOV
NOV

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
651
RFG Advisory
Alabama
$233K +$248K +4,829 New
QCG
652
Quadrant Capital Group
Ohio
$233K +$252K +4,903 New
BEAM
653
Baker Ellis Asset Management
Washington
$232K – – –
CBN
654
Cadence Bank NA
Texas
$231K +$27K +525 +12%
SS
655
Simplicity Solutions
Minnesota
$230K +$245K +4,757 New
TH
656
TCTC Holdings
Texas
$227K -$15.7K -305 -6%
LWM
657
Lenox Wealth Management
Ohio
$227K +$19.1K +372 +9%
MCM
658
Mengis Capital Management
Oregon
$223K -$92.4K -1,798 -28%
CTA
659
Colonial Trust Advisors
South Carolina
$221K -$5.14K -100 -2%
PMG
660
ProVise Management Group
Florida
$220K -$171K -3,317 -42%
NFC
661
Northeast Financial Consultants
Connecticut
$220K +$235K +4,562 New
HIC
662
Holderness Investments Company
North Carolina
$218K +$7.45K +145 +3%
BC
663
Barnett & Company
Tennessee
$217K -$163K -3,175 -41%
CAM
664
Carret Asset Management
New York
$216K -$21.8K -425 -9%
BPC
665
Banque Pictet & Cie
Switzerland
$213K +$227K +4,412 New
IEFM
666
IQ EQ Fund Management
Ireland
$212K +$293K +5,700 New
NG
667
NatWest Group
United Kingdom
$211K -$30K -584 -12%
EGA
668
E&G Advisors
Texas
$209K – – –
JAM
669
Jolley Asset Management
North Carolina
$208K +$3.08K +60 +1%
GL
670
GLG LLC
New York
$205K -$29.3K -570 -12%
FFC
671
First Financial Corp
Indiana
$204K -$103K -2,011 -32%
MFS
672
MSI Financial Services
Massachusetts
$193K +$5.55K +108 +3%
JIR
673
James Investment Research
Ohio
$193K +$10.3K +200 +5%
MAM
674
Mizuho Asset Management
Japan
$184K +$27.6K +536 +16%
WTB
675
Washington Trust Bank
Washington
$183K – – –
25 26
27
28 29