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Name Holding Trade Value Shares
Change 		Change in
Stake
PAA
826
Peregrine Asset Advisers
Oregon
$910K – – –
CSPAM
827
Cary Street Partners Asset Management
Virginia
$908K +$902 +12 +0.1%
IA
828
IFP Advisors
Florida
$908K -$57.2K -761 -6%
TNB
829
Thomasville National Bank
Georgia
$904K – – –
AP
830
Appleton Partners
Massachusetts
$904K -$27.7K -368 -3%
VSQM
831
V-Square Quantitative Management
Illinois
$899K +$258K +3,435 +44%
LA
832
Lifeworks Advisors
Michigan
$888K -$83K -1,104 -9%
FHB
833
First Hawaiian Bank
Hawaii
$878K +$37.8K +503 +5%
AAB
834
ABN AMRO Bank
Netherlands
$873K – – –
VWM
835
VCI Wealth Management
Missouri
$870K +$821K +10,920 New
BS
836
Banco Santander
Spain
$867K +$63.7K +847 +8%
ACM
837
Allred Capital Management
Texas
$867K +$75 +1 +0%
VFA
838
Valeo Financial Advisors
Indiana
$867K +$53.6K +713 +7%
MWM
839
Meridian Wealth Management
Kentucky
$866K -$414K -5,505 -34%
DAS
840
Dynamic Advisor Solutions
Arizona
$864K +$68.4K +910 +9%
TFA
841
Transamerica Financial Advisors
Florida
$864K -$471K -6,266 -37%
KC
842
Kingfisher Capital
North Carolina
$862K +$3.01K +40 +0.4%
CWA
843
Clearview Wealth Advisors
Oregon
$861K -$30.5K -406 -4%
PTC
844
Private Trust Company
Ohio
$861K -$451 -6 -0.1%
HSA
845
HBK Sorce Advisory
Pennsylvania
$858K -$48.1K -640 -6%
WA
846
WBH Advisory
Maryland
$858K -$17.4K -232 -2%
FFB
847
First Financial Bankshares
Texas
$857K +$808K +10,747 New
PA
848
Profund Advisors
Maryland
$853K +$76.5K +1,018 +11%
CIA
849
Concurrent Investment Advisors
Florida
$848K +$800K +10,637 New
ES
850
ETF Store
Kansas
$846K +$4.96K +66 +0.6%
32 33
34
35 36