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Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
1776
DF Dent & Co
Maryland
$379K +$27.3K +260 +8%
SG
1777
Stonnington Group
California
$379K +$363K +3,456 New
CBN
1778
Cadence Bank NA
Texas
$379K +$364K +3,464 New
ISL
1779
Ingalls & Snyder LLC
New York
$377K +$1.57K +15 +0.4%
CFG
1780
Cooper Financial Group
California
$375K -$251K -2,390 -41%
SAF
1781
Smith Anglin Financial
Texas
$375K -$17.2K -164 -5%
EP
1782
EPIQ Partners
Minnesota
$374K – – –
CI
1783
CX Institutional
Indiana
$374K +$21.8K +208 +6%
LFGH
1784
Lee Financial Group Hawaii
Hawaii
$372K -$201K -1,918 -36%
EAM
1785
Evanson Asset Management
California
$372K -$22.9K -218 -6%
AIA
1786
Alera Investment Advisors
Illinois
$370K -$19K -181 -5%
CIC
1787
Cutler Investment Counsel
Oregon
$369K – – –
IFO
1788
Independent Family Office
New York
$369K +$355K +3,380 New
SCM
1789
Schnieders Capital Management
California
$368K -$31.8K -303 -8%
SIC
1790
Samalin Investment Counsel
New York
$368K -$10.5K -100 -3%
SAM
1791
Strategy Asset Managers
California
$367K +$16.1K +153 +5%
JFA
1792
JNBA Financial Advisors
Minnesota
$367K +$45.8K +436 +15%
SG
1793
StoneX Group
New York
$366K +$5.14K +49 +1%
PWM
1794
PBMares Wealth Management
Virginia
$365K +$103K +982 +42%
HRC
1795
Hoertkorn Richard Charles
$364K +$13.7K +130 +4%
VCG
1796
Vantage Consulting Group
Virginia
$364K +$102K +975 +41%
AP
1797
Appleton Partners
Massachusetts
$363K +$50.1K +477 +17%
COF
1798
Capital One Financial
Virginia
$360K -$131K -1,248 -27%
ML
1799
McAdam LLC
Pennsylvania
$358K +$7.35K +70 +2%
CCP
1800
Cardan Capital Partners
Colorado
$357K +$315 +3 +0.1%
70 71
72
73 74