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Name Holding Trade Value Shares
Change 		Change in
Stake
EHWM
851
Eads & Heald Wealth Management
Georgia
$1.23M +$1.24M +20,395 New
KFS
852
Kurt F. Somerville
$1.23M +$1.24M +20,366 New
RFS
853
Rockefeller Financial Services
New York
$1.23M +$1.24M +20,328 New
GI
854
Gradient Investments
Minnesota
$1.23M +$1.23M +20,275 New
CBN
855
Cadence Bank NA
Texas
$1.23M +$1.23M +20,266 New
TCOT
856
Trust Company of Toledo
Ohio
$1.23M +$1.23M +20,266 New
ICAS
857
Investors Capital Advisory Services
Massachusetts
$1.22M +$1.23M +20,207 New
MFS
858
MSI Financial Services
Massachusetts
$1.22M +$1.22M +20,133 New
GECH
859
Garnet Equity Capital Holdings
New York
$1.21M +$1.22M +20,000 New
EIM
860
Emerson Investment Management
Massachusetts
$1.21M +$1.21M +19,952 New
TTWM
861
TCV Trust & Wealth Management
Virginia
$1.21M +$1.21M +19,931 New
BCMO
862
Buckingham Capital Management (Ohio)
Ohio
$1.2M +$1.21M +19,867 New
LNWWM
863
Laird Norton Wetherby Wealth Management
California
$1.2M +$1.21M +19,835 New
ACP
864
Ashfield Capital Partners
California
$1.2M +$1.21M +19,823 New
FCH
865
Freestone Capital Holdings
Washington
$1.2M +$1.2M +19,794 New
AAM
866
AR Asset Management
California
$1.19M +$1.2M +19,700 New
CI
867
Constellation Investments
Ohio
$1.19M +$1.19M +19,600 New
WT
868
Washington Trust
Rhode Island
$1.18M +$1.19M +19,548 New
CAL
869
Capital Analysts LLC
Pennsylvania
$1.18M +$1.18M +19,426 New
HW
870
Hancock Whitney
Mississippi
$1.17M +$1.18M +19,376 New
FFSOTS
871
Fiduciary Financial Services of The Southwest
Texas
$1.17M +$1.18M +19,335 New
TAM
872
Taurus Asset Management
New York
$1.17M +$1.17M +19,254 New
TCOO
873
Trust Company of Oklahoma
Oklahoma
$1.16M +$1.17M +19,206 New
ASN
874
Advisory Services Network
Georgia
$1.16M +$1.11M +18,247 New
UR
875
USCA RIA
Texas
$1.15M +$1.16M +19,011 New
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