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Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
501
Beck Mack & Oliver
New York
$11.3M +$249K +5,371 +2%
IAA
502
Independent Advisor Alliance
North Carolina
$11.3M +$100K +2,158 +1%
AUB
503
Atlantic Union Bankshares
Virginia
$11.3M -$3.8M -81,967 -27%
BF
504
BOK Financial
Oklahoma
$11.2M -$195K -4,213 -2%
RP
505
Rowlandmiller & Partners
Georgia
$11.2M +$635K +13,711 +7%
RWM
506
Ritholtz Wealth Management
New York
$11.2M +$1.79M +38,530 +21%
EB
507
Eastern Bank
Massachusetts
$11.1M -$958K -20,671 -9%
USCWA
508
U.S. Capital Wealth Advisors
Texas
$11.1M -$645K -13,921 -6%
ATC
509
Argent Trust Co
Tennessee
$11M -$221K -4,774 -2%
EIA
510
Edgemoor Investment Advisors
Maryland
$11M +$581K +12,540 +6%
LSERS
511
Louisiana State Employees Retirement System
Louisiana
$10.8M -$23.2K -500 -0.2%
AOWM
512
Alpha Omega Wealth Management
Virginia
$10.7M -$911K -19,657 -8%
MSRPS
513
Maryland State Retirement & Pension System
Maryland
$10.7M +$117K +2,520 +1%
SCM
514
SKBA Capital Management
California
$10.7M +$2.66M +57,450 +37%
APP
515
Avantax Planning Partners
Iowa
$10.6M -$497K -10,715 -5%
WIC
516
Woodmont Investment Counsel
Tennessee
$10.5M +$290K +6,257 +3%
HWM
517
HB Wealth Management
Georgia
$10.5M +$899K +19,392 +10%
SLWA
518
San Luis Wealth Advisors
California
$10.5M +$1.85M +39,915 +24%
OAC
519
OMERS Administration Corp
Ontario, Canada
$10.3M +$2.06M +44,500 +28%
SWM
520
Stockman Wealth Management
Montana
$10.3M +$589K +12,719 +7%
NEAM
521
New England Asset Management
Connecticut
$10.3M – – –
JMFC
522
J.M. Forbes & Co
Massachusetts
$10.2M +$118K +2,548 +1%
CB
523
Community Bank
New York
$10.2M -$132K -2,841 -1%
CCM
524
Coldstream Capital Management
Washington
$10.2M +$733K +15,825 +8%
PTC
525
Philadelphia Trust Company
Pennsylvania
$10.2M -$413K -8,915 -4%
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