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Name Holding Trade Value Shares
Change 		Change in
Stake
NHC
601
Nicholas Hoffman & Company
Georgia
$394K -$15.1K -408 -4%
GSC
602
Grey Street Capital
Illinois
$394K -$155K -4,195 -27%
WSTAM
603
Wilbanks Smith & Thomas Asset Management
Virginia
$393K -$11.3K -306 -3%
MCM
604
McMillion Capital Management
North Carolina
$393K -$55.5K -1,500 -12%
KFGK
605
Keystone Financial Group (Kentucky)
Kentucky
$393K +$413K +11,147 New
PFPT
606
Pinnacle Financial Partners (Tennessee)
Tennessee
$392K +$22.1K +598 +6%
PBT
607
Pictet Bank & Trust
Bahamas
$390K -$34.8K -940 -8%
SRC
608
Sage Rhino Capital
California
$390K +$259 +7 +0.1%
PCA
609
Peddock Capital Advisors
Massachusetts
$390K – – –
VFPI
610
Vantage Financial Partners (Illinois)
Illinois
$389K – – –
AFG
611
Alterity Financial Group
Maine
$388K – – –
EWA
612
Encompass Wealth Advisors
Oregon
$388K +$48.6K +1,313 +14%
CD
613
Chapin Davis
Maryland
$388K +$629 +17 +0.2%
BCM
614
Bluefin Capital Management
New York
$385K +$403K +10,900 New
SS
615
Sunbelt Securities
Texas
$384K -$29.7K -803 -7%
RIA
616
Realta Investment Advisors
Delaware
$384K -$62.1K -1,678 -13%
BWP
617
BSW Wealth Partners
Colorado
$381K -$2.41K -65 -0.6%
LSAG
618
Lake Street Advisors Group
New Hampshire
$378K +$7.14K +193 +2%
GSEP
619
Golden State Equity Partners
California
$378K +$42.9K +1,159 +12%
LBC
620
Lowe Brockenbrough & Co
Virginia
$376K -$9.25K -250 -2%
PTC
621
Private Trust Company
Ohio
$375K -$41.9K -1,132 -10%
AWM
622
Accel Wealth Management
Iowa
$375K +$12.1K +327 +3%
CIA
623
Capital Investment Advisors
Georgia
$374K +$83.9K +2,267 +27%
WCM
624
Wunderlich Capital Managemnt
Tennessee
$374K – – –
LWCFA
625
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$374K – – –
23 24
25
26 27