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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
676
Boston Advisors
Massachusetts
$357K +$1.04K +10 +0.3%
MA
677
Montag & Associates
Georgia
$357K +$2.91K +28 +0.9%
CRC
678
Curi RMB Capital
Illinois
$355K -$167K -1,610 -33%
GIP
679
Granite Investment Partners
California
$354K – – –
UCMOK
680
United Capital Management of KS
Kansas
$353K -$1.66K -16 -0.5%
WTB
681
Washington Trust Bank
Washington
$351K – – –
TPW
682
Tiller Private Wealth
Pennsylvania
$350K +$104 +1 +0%
FBT
683
First Bankers Trust
Kentucky
$348K -$2.6K -25 -0.8%
BFM
684
Boston Financial Management
Massachusetts
$348K +$10.4K +100 +3%
BAM
685
Belpointe Asset Management
Nevada
$346K -$266K -2,558 -45%
LA
686
Legacy Advisors
Pennsylvania
$344K -$323K -3,108 -50%
SCM
687
Shelton Capital Management
Colorado
$343K +$290K +2,791 +903%
DHFB
688
Dixon Hubard Feinour & Brown
Virginia
$341K – – –
CAM
689
Carret Asset Management
New York
$340K – – –
ESB
690
Essex Savings Bank
Connecticut
$338K +$261K +2,510 +463%
IA
691
IFG Advisory
Georgia
$337K -$15.2K -146 -5%
DJSG
692
D.J. St. Germain
Massachusetts
$337K – – –
SC
693
Savant Capital
Illinois
$335K +$6.75K +65 +2%
AUB
694
Atlantic Union Bankshares
Virginia
$335K +$314K +3,027 New
AWM
695
Aevitas Wealth Management
Massachusetts
$334K +$208 +2 +0.1%
CC
696
Courier Capital
New York
$333K -$90.9K -875 -23%
IP
697
Investment Partners
Ohio
$329K – – –
PIM
698
Profit Investment Management
Maryland
$329K – – –
LFAS
699
Level Four Advisory Services
Texas
$327K -$32.7K -315 -10%
COI
700
Capital One Investing
Virginia
$327K +$20.8K +200 +7%
26 27
28
29 30