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Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
626
LRT Capital Management
Texas
$593K +$215K +4,720 +60%
FMII
627
Farmers & Merchants Investments Inc
Nebraska
$586K -$77.6K -1,705 -12%
GLA
628
Great Lakes Advisors
Illinois
$585K +$70.1K +1,540 +14%
LC
629
LCNB Corp
Ohio
$585K – – –
LBC
630
Lowe Brockenbrough & Co
Virginia
$577K -$11.8K -260 -2%
CAL
631
Capital Advisors Ltd
Ohio
$576K -$233K -5,125 -29%
SC
632
SouthState Corp
Florida
$574K – – –
CG
633
Colony Group
Massachusetts
$570K -$36.4K -800 -6%
BG
634
Bollard Group
Massachusetts
$569K +$2.5K +55 +0.5%
LRIC
635
Long Road Investment Counsel
Michigan
$564K -$56.9K -1,250 -9%
PAM
636
Panagora Asset Management
Massachusetts
$562K -$1.05M -23,010 -66%
CW
637
CreativeOne Wealth
Kansas
$558K +$10.5K +230 +2%
OIA
638
Optimum Investment Advisors
Illinois
$552K – – –
HPM
639
Hoxton Planning & Management
West Virginia
$545K +$1.82K +40 +0.3%
CCA
640
Checchi Capital Advisers
California
$545K -$2.05K -45 -0.4%
RIA
641
Richwood Investment Advisors
Ohio
$544K +$28.2K +620 +6%
WPW
642
Waldron Private Wealth
Pennsylvania
$543K +$30.3K +665 +6%
MWM
643
Meridian Wealth Management
Kentucky
$542K -$1.14K -25 -0.2%
MSFS
644
Main Street Financial Solutions
Pennsylvania
$541K +$22.8K +500 +5%
ACM
645
Advisors Capital Management
New Jersey
$534K -$10K -220 -2%
EWA
646
EP Wealth Advisors
California
$533K +$708K +15,555 New
PNC
647
Park National Corp
Ohio
$526K – – –
WR
648
WD Rutherford
Oregon
$523K +$61.5K +1,350 +14%
BW
649
Bison Wealth
Georgia
$521K -$12.1K -265 -2%
DDC
650
DF Dent & Co
Maryland
$520K +$20.7K +455 +4%
24 25
26
27 28