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Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1201
Harbor Capital Advisors
Illinois
$2.84M +$67.1K +1,175 +3%
CS
1202
Crescent Sterling
Louisiana
$2.84M -$26.6K -465 -1%
KCM
1203
Kathmere Capital Management
Pennsylvania
$2.84M +$403K +7,057 +17%
CFSG
1204
Community Financial Services Group
Vermont
$2.83M -$600K -10,511 -18%
OCBCO
1205
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.82M +$264K +4,619 +11%
LA
1206
LVW Advisors
New York
$2.81M -$76.8K -1,344 -3%
TAM
1207
Trust Asset Management
Texas
$2.81M – – –
BHBT
1208
Burke & Herbert Bank & Trust
Virginia
$2.79M -$39.7K -695 -1%
AEPWM
1209
Atlantic Edge Private Wealth Management
Florida
$2.79M +$82.6K +1,447 +3%
SIA
1210
Schechter Investment Advisors
Michigan
$2.79M +$28.6K +501 +1%
IIC
1211
Ironwood Investment Counsel
Arizona
$2.79M -$148K -2,583 -5%
IP
1212
Integras Partners
Georgia
$2.77M +$2.67M +46,782 New
SC
1213
Sepio Capital
Utah
$2.77M -$273K -4,782 -9%
MFG
1214
MidWestOne Financial Group
Iowa
$2.76M -$35.6K -623 -1%
TBT
1215
Texas Bank & Trust
Texas
$2.76M +$2.66M +46,587 New
BFG
1216
Beacon Financial Group
Texas
$2.75M -$133K -2,322 -5%
DCM
1217
Dudley Capital Management
Virginia
$2.75M -$32.7K -573 -1%
PWS
1218
Peloton Wealth Strategists
Indiana
$2.75M -$80K -1,400 -3%
LCM
1219
Legato Capital Management
California
$2.74M – – –
IIC
1220
Integrated Investment Consultants
Michigan
$2.73M -$2.57M -44,926 -49%
HIP
1221
HUB Investment Partners
Texas
$2.72M +$95.9K +1,680 +4%
FTF
1222
Freedom Together Foundation
New York
$2.72M -$10.4M -182,000 -80%
WIS
1223
Wright Investors Service
Connecticut
$2.72M -$1.85M -32,343 -41%
TA
1224
TFG Advisers
Michigan
$2.72M +$69.7K +1,221 +3%
PTC
1225
Private Trust Company
Ohio
$2.72M -$109K -1,916 -4%
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49
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