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Atlantic Union Bankshares
AUB

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
301
NewEdge Wealth
Pennsylvania
$284K +$256K +6,710 New
HWM
302
HB Wealth Management
Georgia
$283K -$169K -4,432 -40%
CA
303
Clearstead Advisors
Ohio
$281K +$3.78K +99 +2%
CAG
304
Csenge Advisory Group
Florida
$279K -$84K -2,201 -25%
CAM
305
Cresset Asset Management
Illinois
$278K +$2.17K +57 +0.9%
LFAS
306
Level Four Advisory Services
Texas
$274K +$247K +6,479 New
LWCFA
307
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$274K – – –
SRC
308
Sage Rhino Capital
California
$273K +$14.2K +371 +6%
MGIA
309
Moneta Group Investment Advisors
Missouri
$272K – – –
PE
310
PCM Encore
Colorado
$270K – – –
HIS
311
Harvest Investment Services
Illinois
$270K +$19K +499 +8%
OSAM
312
O'Shaughnessy Asset Management
Connecticut
$268K -$130K -3,415 -35%
SC
313
Savant Capital
Illinois
$268K +$22.6K +591 +10%
PIFP
314
Partners in Financial Planning
Virginia
$265K +$458 +12 +0.2%
QCG
315
Quadrant Capital Group
Ohio
$264K -$1.72K -45 -0.7%
S
316
Storgate
Texas
$263K +$237K +6,213 New
TCBWMS
317
Texas Capital Bank Wealth Management Services
Texas
$262K – – –
CG
318
Caprock Group
Idaho
$258K -$7.56K -198 -3%
NG
319
Norden Group
Utah
$248K +$4.58K +120 +2%
SWP
320
Stratos Wealth Partners
Ohio
$247K +$1.72K +45 +0.8%
SGI
321
Summit Global Investments
Utah
$241K -$220K -5,773 -50%
TFA
322
Toth Financial Advisory
Virginia
$236K -$35.9K -940 -14%
CCM
323
Coldstream Capital Management
Washington
$234K -$19.6K -514 -9%
MIM
324
Montgomery Investment Management
Maryland
$232K +$209K +5,473 New
ZCP
325
Z3 Capital Partners
Virginia
$231K +$209K +5,467 New
11 12
13
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