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Name Holding Trade Value Shares
Change
Change in
Stake
EBT
1001
Enterprise Bank & Trust
Massachusetts
$1.2M +$1.21M +4,998 New
DCM
1002
Donaldson Capital Management
Indiana
$1.19M -$19.8K -82 -2%
CC
1003
Constitution Capital
Connecticut
$1.19M +$1.2M +4,952 New
LW
1004
Linscomb Wealth
Texas
$1.18M +$242 +1 +0%
SCF
1005
Sante Capital Fund
Texas
$1.18M +$1.19M +4,935 New
RWA
1006
Redhawk Wealth Advisors
Minnesota
$1.18M +$38.2K +158 +3%
ClearBridge Investments
1007
ClearBridge Investments
New York
$1.18M
SC
1008
SouthState Corp
Florida
$1.18M -$21.8K -90 -2%
BOTW
1009
Bank of the West
California
$1.17M +$223K +923 +23%
SWA
1010
SFMG Wealth Advisors
Texas
$1.17M +$72.8K +301 +7%
VAG
1011
VisionPoint Advisory Group
Texas
$1.17M +$1.18M +4,898 New
GSWM
1012
Golden State Wealth Management
California
$1.17M -$50.3K -208 -4%
JAWM
1013
J. Arnold Wealth Management
Ohio
$1.17M +$711K +2,940 +151%
OIM
1014
Orca Investment Management
Oregon
$1.17M +$25.1K +104 +2%
LG
1015
LaFleur & Godfrey
Michigan
$1.17M -$39.9K -165 -3%
GAMC
1016
Garner Asset Management Corp
Texas
$1.16M +$484 +2 +0%
MIC
1017
Means Investment Company
Maine
$1.15M +$325K +1,346 +39%
CPO
1018
Cerity Partners OCIO
New York
$1.15M +$26.1K +108 +2%
DAC
1019
Dividend Assets Capital
South Carolina
$1.15M -$2.42K -10 -0.2%
DT
1020
Diversified Trust
Tennessee
$1.15M -$31.7K -131 -3%
KFP
1021
KMG Fiduciary Partners
Ohio
$1.15M +$118K +490 +11%
Man Group
1022
Man Group
United Kingdom
$1.15M +$1.16M +4,786 New
BFA
1023
Bragg Financial Advisors
North Carolina
$1.14M +$37.7K +156 +3%
BCI
1024
Brinker Capital Investments
Pennsylvania
$1.14M +$754K +3,120 +192%
DMBA
1025
Deseret Mutual Benefit Administrators
Utah
$1.14M +$1.15M +4,738 New