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Name Holding Trade Value Shares
Change
Change in
Stake
WDA
1576
Wendell David Associates
New Hampshire
$455K – – –
TCM
1577
Telos Capital Management
California
$455K -$110K -4,413 -17%
PAS
1578
PKS Advisory Services
New York
$453K -$57.9K -2,332 -10%
WIC
1579
Woodmont Investment Counsel
Tennessee
$453K -$6.45K -260 -1%
CCFCSB
1580
Cape Cod Five Cents Savings Bank
Massachusetts
$453K +$543K +21,877 New
GS
1581
GTS Securities
Florida
$453K +$54.6K +2,201 +11%
SCM
1582
Silvant Capital Management
Georgia
$452K – – –
SC
1583
SouthState Corp
Florida
$452K -$60.5K -2,438 -10%
SWGC
1584
Summit Wealth Group (Colorado)
Colorado
$452K +$3.92K +158 +0.7%
WIC
1585
Wilkins Investment Counsel
Massachusetts
$452K +$59.2K +2,385 +12%
PSP
1586
Pacific Sage Partners
Washington
$452K +$70.9K +2,858 +15%
FBC
1587
Fairfield, Bush & Co
Connecticut
$451K +$205K +8,244 +61%
KA
1588
Klingman & Associates
New York
$451K -$8.81K -355 -2%
IFU
1589
iSAM Funds (UK)
United Kingdom
$451K +$541K +21,800 New
AWM
1590
Adams Wealth Management
Utah
$451K +$118K +4,751 +28%
MWM
1591
Maridea Wealth Management
New York
$451K +$312K +12,581 +137%
DCM
1592
Dudley Capital Management
Virginia
$450K – – –
CLA
1593
Carnegie Lake Advisors
New Jersey
$450K -$14.9K -600 -3%
KWM
1594
Keebeck Wealth Management
Illinois
$450K +$200K +8,042 +59%
BCMLT
1595
Beacon Capital Management LLC (Tennessee)
Tennessee
$450K +$77.4K +3,119 +17%
FSAG
1596
Financial Solutions Advisory Group
Illinois
$450K +$55.5K +2,235 +12%
NSG
1597
Nalls Sherbakoff Group
Tennessee
$448K -$190K -7,665 -26%
LCM
1598
LVM Capital Management
Michigan
$448K – – –
BCP
1599
Blue Chip Partners
Michigan
$447K +$230K +9,256 +75%
ICA
1600
Infrastructure Capital Advisors
New York
$447K +$151K +6,078 +39%