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Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1226
Fiduciary Group
Georgia
$371K +$11K +151 +3%
IIM
1227
Ipswich Investment Management
Massachusetts
$370K – – –
OFS
1228
OneAscent Financial Services
Alabama
$369K +$372K +5,111 New
DCM
1229
Deuterium Capital Management
Florida
$368K +$372K +5,099 New
S
1230
Seeyond
France
$367K – – –
PFBT
1231
Parkside Financial Bank & Trust
Missouri
$365K -$72.1K -989 -16%
HL
1232
HeadInvest LLC
Maine
$362K -$71K -974 -16%
LIA
1233
LS Investment Advisors
Michigan
$361K -$133K -1,831 -27%
SC
1234
Saturna Capital
Washington
$361K – – –
SF
1235
Summit Financial
New Jersey
$359K +$86.1K +1,182 +32%
CB
1236
Cadence Bank
Mississippi
$358K -$1.09K -15 -0.3%
TTWM
1237
TCV Trust & Wealth Management
Virginia
$358K +$146K +1,999 +68%
KCPG
1238
Kavar Capital Partners Group
Kansas
$357K – – –
ARMC
1239
American Research & Management Company
Massachusetts
$357K +$10.4K +143 +3%
BC
1240
Bridgefront Capital
Texas
$357K +$360K +4,941 New
SW
1241
SlateStone Wealth
Florida
$357K +$360K +4,941 New
AA
1242
Aufman Associates
Pennsylvania
$356K – – –
BBA
1243
BLB&B Advisors
Pennsylvania
$354K -$54.8K -752 -13%
WP
1244
Wealthspan Partners
Iowa
$354K +$358K +4,911 New
LG
1245
LaFleur & Godfrey
Michigan
$353K – – –
LDB
1246
Lee, Danner & Bass
Tennessee
$353K – – –
CT
1247
Coastline Trust
Rhode Island
$352K – – –
LC
1248
Lindbrook Capital
California
$352K +$152K +2,080 +74%
BCM
1249
Birmingham Capital Management
Alabama
$351K – – –
SWM
1250
Stockman Wealth Management
Montana
$351K +$73 +1 +0%
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