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Name Holding Trade Value Shares
Change 		Change in
Stake
RP
1076
Rice Partnership
Hawaii
$453K +$20.9K +368 +4%
JWM
1077
JGP Wealth Management
Oregon
$453K +$527K +9,278 New
BDF
1078
Balasa Dinverno & Foltz
$452K -$17K -299 -3%
AA
1079
ALPS Advisors
Colorado
$449K -$19.5K -343 -4%
SC
1080
SouthState Corp
Florida
$448K -$1.53M -26,940 -75%
MFS
1081
Madrona Financial Services
Washington
$448K -$34.1K -600 -6%
CCM
1082
Catawba Capital Management
Virginia
$447K +$34.1K +600 +7%
SS
1083
Sunbelt Securities
Texas
$445K +$2.1K +37 +0.4%
IAA
1084
Independent Advisor Alliance
North Carolina
$441K -$174K -3,073 -25%
MCM
1085
MV Capital Management
Maryland
$441K +$2.38K +42 +0.5%
KPF
1086
K2 Principal Fund
Ontario, Canada
$440K – – –
SCA
1087
Stuart Chaussee & Associates
California
$440K – – –
NSB
1088
Norway Savings Bank
Maine
$438K +$79.1K +1,393 +18%
GJIC
1089
Gamble Jones Investment Counsel
California
$437K -$11.4K -200 -2%
CHP
1090
Cable Hill Partners
Oregon
$437K +$11.4K +201 +2%
CB
1091
CNB Bank
Pennsylvania
$437K +$23.1K +407 +5%
VHAM
1092
Van Hulzen Asset Management
California
$437K +$261K +4,600 +106%
B
1093
Bailard
California
$437K +$303K +5,340 +148%
ST
1094
Sabal Trust
Florida
$436K -$22.9M -403,966 -98%
PCAP
1095
Pratt Collard Advisory Partners
New York
$432K – – –
NVIM
1096
New Vernon Investment Management
Illinois
$430K – – –
AFP
1097
Ausdal Financial Partners
Iowa
$430K +$60.3K +1,062 +14%
VDFA
1098
Vickerman & Driscoll Financial Advisors
Washington
$428K -$339K -5,965 -41%
GC
1099
Grimes & Company
Massachusetts
$427K -$14.1K -248 -3%
NA
1100
NewEdge Advisors
Louisiana
$426K -$153K -2,704 -24%
42 43
44
45 46