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Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
801
Pinnacle Financial Partners (Tennessee)
Tennessee
$958K +$223K +3,800 +35%
NB
802
NBT Bank
New York
$951K +$126K +2,142 +17%
TCA
803
Tortoise Capital Advisors
Kansas
$943K -$1.48M -25,141 -63%
LAM
804
Lingohr Asset Management
Germany
$943K – – –
RCM
805
Radnor Capital Management
Pennsylvania
$943K – – –
TW
806
TrinityPoint Wealth
Connecticut
$939K +$617K +10,492 +266%
SCM
807
Southport Capital Management
Tennessee
$936K -$85.6K -1,455 -9%
LMAM
808
Legg Mason Asset Management
Japan
$929K -$110K -1,868 -12%
NHC
809
Nicholas Hoffman & Company
Georgia
$929K +$1.18K +20 +0.1%
AWM
810
Altium Wealth Management
New York
$922K -$2.18K -37 -0.3%
BSW
811
Buckingham Strategic Wealth
Missouri
$920K -$7.41K -126 -0.9%
LWMM
812
Legacy Wealth Management (Mississippi)
Mississippi
$918K +$830K +14,118 New
APP
813
Avantax Planning Partners
Iowa
$917K +$8K +136 +1%
HS
814
Haafor (Singapore)
Singapore
$916K +$828K +14,089 New
PWA
815
Providence Wealth Advisors
Illinois
$909K -$304K -5,172 -27%
SWM
816
SeaCrest Wealth Management
New York
$909K +$7.82K +133 +1%
PT
817
Plimoth Trust
Massachusetts
$908K -$5.88K -100 -0.7%
ACA
818
Anchor Capital Advisors
Massachusetts
$907K -$2.94K -50 -0.4%
ACM
819
AlphaCrest Capital Management
New York
$903K -$1.79M -30,516 -69%
AWA
820
Alaska Wealth Advisors
Alaska
$901K +$815K +13,855 New
GIA
821
Guyasuta Investment Advisors
Pennsylvania
$891K – – –
BHBT
822
Burke & Herbert Bank & Trust
Virginia
$887K -$1.76K -30 -0.2%
WA
823
WBH Advisory
Maryland
$887K +$58.4K +994 +8%
LBA
824
Lowell Blake & Associates
Massachusetts
$884K +$799K +13,597 New
RMC
825
Resources Management Corp
Connecticut
$868K -$34.9K -594 -4%
31 32
33
34 35