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Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
726
Grove Bank & Trust
Florida
$498K +$241K +1,627 +98%
PFA
727
Pure Financial Advisors
California
$498K +$3.56K +24 +0.7%
AAM
728
Augustine Asset Management
Florida
$497K +$9.48K +64 +2%
AWM
729
Avior Wealth Management
Nebraska
$495K -$148 -1 -0%
CI
730
CX Institutional
Indiana
$493K +$45.6K +308 +10%
CHC
731
City Holding Co
West Virginia
$491K +$37.8K +255 +9%
C
732
Certuity
Florida
$491K -$4.89K -33 -1%
SB
733
Simmons Bank
Arkansas
$490K +$7.26K +49 +2%
CAM
734
Cozad Asset Management
Illinois
$488K – – –
IC
735
Inscription Capital
Texas
$485K -$10.1K -68 -2%
AI
736
AdvisorShares Investments
Maryland
$485K +$28.7K +194 +5%
EC
737
EntryPoint Capital
New York
$484K +$474K +3,201 New
GC
738
Grimes & Company
Massachusetts
$484K +$444 +3 +0.1%
WPP
739
Whalerock Point Partners
Rhode Island
$483K – – –
PGFC
740
Peapack-Gladstone Financial Corp
New Jersey
$482K -$58.1K -392 -11%
TSW
741
Thompson Siegel & Walmsley
Virginia
$479K – – –
TAM
742
Trust Asset Management
Texas
$469K -$17.9K -121 -4%
RFM
743
Royal Fund Management
Florida
$467K +$228K +1,542 +100%
FFM
744
Forum Financial Management
Illinois
$465K +$148 +1 +0%
DCM
745
DGS Capital Management
New Jersey
$465K +$30.5K +206 +7%
KCPG
746
Kavar Capital Partners Group
Kansas
$464K – – –
IFG
747
Independent Financial Group
California
$461K -$17.5K -118 -4%
MCA
748
MSH Capital Advisors
Arizona
$458K -$8.44K -57 -2%
HCM
749
Hall Capital Management
Rhode Island
$452K – – –
EAM
750
Erste Asset Management
Austria
$451K +$438K +2,960 New
28 29
30
31 32