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Name Holding Trade Value Shares
Change 		Change in
Stake
EHWM
1101
Eads & Heald Wealth Management
Georgia
$682K -$85.1K -826 -10%
HIC
1102
Holderness Investments Company
North Carolina
$681K -$21.2K -206 -3%
TCOT
1103
Trust Company of Toledo
Ohio
$681K – – –
OTPPB
1104
Ontario Teachers' Pension Plan Board
Ontario, Canada
$681K +$69.5K +675 +10%
GC
1105
GFG Capital
Florida
$679K -$11.6K -113 -1%
MWM
1106
Mission Wealth Management
California
$675K +$6.8K +66 +0.9%
PMA
1107
Prudent Man Advisors
Illinois
$674K -$11.6K -113 -1%
FHA
1108
Flagship Harbor Advisors
Massachusetts
$673K +$40.2K +390 +5%
CLOS
1109
Compagnie Lombard Odier SCmA
Switzerland
$671K – – –
IWA
1110
IVC Wealth Advisors
Pennsylvania
$671K +$11.2K +109 +1%
RCG
1111
Resource Consulting Group
Florida
$668K – – –
OWM
1112
OneAscent Wealth Management
Alabama
$668K +$221K +2,148 +41%
MFG
1113
Merit Financial Group
Georgia
$668K +$766K +7,438 New
BO
1114
Bank OZK
Arkansas
$667K -$1.03K -10 -0.1%
FIBT
1115
First International Bank & Trust
North Dakota
$667K +$75.1K +729 +11%
ET
1116
Equitable Trust
Tennessee
$666K +$527K +5,113 +222%
GCAC
1117
Guardian Capital Advisors (Canada)
Ontario, Canada
$663K – – –
OPA
1118
Old Port Advisors
Maine
$662K -$29.8K -289 -4%
WA
1119
WBH Advisory
Maryland
$662K -$28K -272 -3%
GW
1120
GW & Wade
Massachusetts
$661K +$12.2K +118 +2%
BPC
1121
Banque Pictet & Cie
Switzerland
$660K +$139K +1,350 +23%
SW
1122
SlateStone Wealth
Florida
$660K +$153K +1,486 +25%
WG
1123
Welch Group
Alabama
$658K +$5.25K +51 +0.7%
BBA
1124
Baader Bank Aktiengesellschaft
Germany
$657K -$128K -1,240 -14%
PCS
1125
Personal CFO Solutions
New Jersey
$657K +$28.1K +273 +4%
43 44
45
46 47