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Name Holding Trade Value Shares
Change 		Change in
Stake
TLP
801
Trinity Legacy Partners
Texas
$4.2M +$1.77M +42,556 +76%
GFA
802
Gifford Fong Associates
California
$4.18M – – –
JIC
803
Johnson Investment Counsel
Ohio
$4.18M +$258K +6,192 +7%
WAP
804
Wealthcare Advisory Partners
Pennsylvania
$4.18M -$122K -2,942 -3%
EF
805
Exeter Financial
Arizona
$4.17M +$245K +5,881 +7%
HW
806
Hancock Whitney
Mississippi
$4.17M +$398K +9,566 +12%
SM
807
Sweeney & Michel
California
$4.16M +$4.11M +98,742 New
PMG
808
ProVise Management Group
Florida
$4.14M +$66K +1,585 +2%
QOP
809
Quinn Opportunity Partners
Virginia
$4.13M -$8.72M -209,500 -70%
HCM
810
Hillman Capital Management
Maryland
$4.13M -$2.08M -50,006 -35%
ECM
811
Everence Capital Management
Indiana
$4.12M +$64.1K +1,540 +2%
NB
812
NBT Bank
New York
$4.11M -$56.5K -1,358 -1%
CK
813
Cohen Klingenstein
New York
$4.11M – – –
BAM
814
Belpointe Asset Management
Nevada
$4.11M -$1.08M -25,834 -22%
CAC
815
Core Alternative Capital
Georgia
$4.1M -$446K -10,720 -11%
LAM
816
Lingohr Asset Management
Germany
$4.1M +$2.97M +71,279 +348%
TNB
817
Thomasville National Bank
Georgia
$4.09M -$133K -3,190 -3%
HI
818
Horizon Investments
North Carolina
$4.09M +$135K +3,250 +4%
PDM
819
Penn Davis McFarland
Texas
$4.09M -$17.9K -430 -0.5%
HAS
820
HBW Advisory Services
California
$4.08M +$262K +6,298 +8%
HAG
821
HF Advisory Group
Maryland
$4.08M +$700K +16,823 +23%
FA
822
Financial Avengers
California
$4.07M +$406K +9,753 +12%
WA
823
Wasatch Advisors
Utah
$4.07M -$329K -7,900 -8%
RWP
824
RWA Wealth Partners
Massachusetts
$4.07M -$340K -8,178 -8%
AIMCA
825
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.06M +$2.39M +57,400 +178%
31 32
33
34 35