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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
826
Cary Street Partners Asset Management
Virginia
$908K +$902 +12 +0.1%
IA
827
IFP Advisors
Florida
$908K -$57.2K -761 -6%
TNB
828
Thomasville National Bank
Georgia
$904K – – –
AP
829
Appleton Partners
Massachusetts
$904K -$27.7K -368 -3%
VSQM
830
V-Square Quantitative Management
Illinois
$899K +$258K +3,435 +44%
LA
831
Lifeworks Advisors
Michigan
$888K -$83K -1,104 -9%
FHB
832
First Hawaiian Bank
Hawaii
$878K +$37.8K +503 +5%
AAB
833
ABN AMRO Bank
Netherlands
$873K – – –
VWM
834
VCI Wealth Management
Missouri
$870K +$821K +10,920 New
BS
835
Banco Santander
Spain
$867K +$63.7K +847 +8%
ACM
836
Allred Capital Management
Texas
$867K +$75 +1 +0%
VFA
837
Valeo Financial Advisors
Indiana
$867K +$53.6K +713 +7%
MWM
838
Meridian Wealth Management
Kentucky
$866K -$414K -5,505 -34%
DAS
839
Dynamic Advisor Solutions
Arizona
$864K +$68.4K +910 +9%
TFA
840
Transamerica Financial Advisors
Florida
$864K -$471K -6,266 -37%
KC
841
Kingfisher Capital
North Carolina
$862K +$3.01K +40 +0.4%
CWA
842
Clearview Wealth Advisors
Oregon
$861K -$30.5K -406 -4%
PTC
843
Private Trust Company
Ohio
$861K -$451 -6 -0.1%
HSA
844
HBK Sorce Advisory
Pennsylvania
$858K -$48.1K -640 -6%
WA
845
WBH Advisory
Maryland
$858K -$17.4K -232 -2%
FFB
846
First Financial Bankshares
Texas
$857K +$808K +10,747 New
PA
847
Profund Advisors
Maryland
$853K +$76.5K +1,018 +11%
CIA
848
Concurrent Investment Advisors
Florida
$848K +$800K +10,637 New
ES
849
ETF Store
Kansas
$846K +$4.96K +66 +0.6%
SSWM
850
Sheets Smith Wealth Management
North Carolina
$840K +$11.3K +150 +1%
32 33
34
35 36