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Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
1751
Steel Grove Capital Advisors
Tennessee
$402K +$17.6K +132 +4%
CT
1752
Chicago Trust
Illinois
$401K -$296K -2,221 -39%
RA
1753
Royce & Associates
New York
$401K – – –
MWM
1754
Minot Wealth Management
Massachusetts
$398K -$3.39M -25,503 -88%
IPAM
1755
ICICI Prudential Asset Management
India
$397K +$59.8K +449 +15%
GB
1756
Goepper Burkhardt
South Carolina
$392K – – –
JFGIW
1757
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$390K -$110K -826 -20%
MFG
1758
Merit Financial Group
Georgia
$388K -$410K -3,077 -48%
TAM
1759
Townsend Asset Management
North Carolina
$388K +$13.7K +103 +3%
PWM
1760
Prentice Wealth Management
New York
$388K +$25.6K +192 +6%
ODG
1761
O'Dell Group
Ohio
$388K +$100K +755 +29%
WCM
1762
Whitener Capital Management
North Carolina
$387K -$1.73M -13,036 -80%
B
1763
Barings
North Carolina
$387K -$884K -6,645 -66%
VWM
1764
Valley Wealth Managers
New Jersey
$387K -$56.3K -423 -11%
PAIM
1765
Punch & Associates Investment Management
Minnesota
$387K – – –
CHJWM
1766
Carlton Hofferkamp & Jenks Wealth Management
Texas
$385K +$51.4K +386 +13%
OFS
1767
Orrstown Financial Services
Pennsylvania
$384K +$61.6K +463 +16%
DJSG
1768
D.J. St. Germain
Massachusetts
$383K -$4.92M -36,997 -92%
F4L
1769
Fortune 45 LLC
Louisiana
$383K -$40.2K -302 -8%
PHAM
1770
Palisades Hudson Asset Management
Florida
$382K +$799 +6 +0.2%
EM
1771
Excalibur Management
Massachusetts
$379K +$436K +3,275 New
OA
1772
Oxbow Advisors
Texas
$377K -$7.18M -53,981 -94%
CB
1773
Cadence Bank
Mississippi
$377K – – –
IP
1774
Ignite Planners
California
$376K -$109K -819 -16%
PAM
1775
Private Asset Management
California
$375K +$200K +1,500 +86%
69 70
71
72 73