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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1401
Chatham Capital Group
Georgia
$611K – – –
SAG
1402
SageView Advisory Group
California
$610K -$336K -1,635 -37%
AWA
1403
AmeriServ Wealth Advisors
Pennsylvania
$609K -$51.4K -250 -8%
JWM
1404
Jessup Wealth Management
Ohio
$609K -$23.9K -116 -4%
QWP
1405
Quotient Wealth Partners
Texas
$609K -$62.9K -306 -10%
MMH
1406
Menora Mivtachim Holdings
Israel
$608K -$63.4M -308,200 -99%
SAA
1407
Southeast Asset Advisors
Georgia
$608K +$3.7K +18 +0.6%
AB
1408
ANB Bank
Colorado
$607K +$6.38K +31 +1%
TWM
1409
Trueblood Wealth Management
Ohio
$606K +$59.8K +291 +12%
ACM
1410
Alta Capital Management
Utah
$606K -$278K -1,350 -33%
ASG
1411
Ariston Services Group
California
$605K – – –
OL
1412
Optas LLC
Texas
$605K +$6.79K +33 +1%
FMI
1413
Frec Markets Inc
California
$605K +$573K +2,785 New
MFS
1414
Mattson Financial Services
Michigan
$603K -$31.3K -152 -5%
CCIA
1415
Cherry Creek Investment Advisors
Colorado
$602K -$2.06K -10 -0.4%
TCBWMS
1416
Texas Capital Bank Wealth Management Services
Texas
$602K +$237K +1,150 +71%
EFSCE
1417
Enterprise Financial Services Corp (EFSC)
Missouri
$601K -$6.38K -31 -1%
WA
1418
Waddell & Associates
Tennessee
$601K -$95.8K -466 -14%
MCA
1419
MSH Capital Advisors
Arizona
$601K +$24.1K +117 +4%
OFS
1420
OneAscent Financial Services
Alabama
$600K -$72.6K -353 -11%
VC
1421
Vestor Capital
Illinois
$598K +$7.55M +36,690 +1,340%
EB
1422
Emprise Bank
Kansas
$598K – – –
HIA
1423
Harbor Investment Advisory
Maryland
$597K +$66.6K +324 +13%
AM
1424
Account Management
Massachusetts
$597K +$82.3K +400 +17%
AWC
1425
Adamsbrown Wealth Consultants
Kansas
$597K -$18.5K -90 -3%
55 56
57
58 59