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Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1401
Advisor OS
Illinois
$3.79M +$42.7K +408 +1%
AWM
1402
Angeles Wealth Management
California
$3.79M +$284K +2,715 +9%
PT
1403
Plimoth Trust
Massachusetts
$3.77M -$175K -1,669 -5%
ACA
1404
Atlas Capital Advisors
Wyoming
$3.76M -$724K -6,919 -18%
AC
1405
Avestar Capital
New York
$3.75M -$248K -2,372 -7%
AG
1406
AlTi Global
New York
$3.75M +$729K +6,970 +28%
ARA
1407
Alexander Randolph Advisory
Virginia
$3.74M -$751K -7,184 -18%
PP
1408
Pacifica Partners
Canada
$3.74M -$23.5K -225 -0.7%
UOTTAIMCU
1409
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$3.73M -$529K -5,056 -14%
HBT
1410
Heartland Bank & Trust
Illinois
$3.73M +$1.16M +11,081 +54%
CIA
1411
Cascade Investment Advisors
Oregon
$3.72M -$445K -4,256 -12%
FF
1412
Farrow Financial
Vermont
$3.72M -$834K -7,977 -20%
OC
1413
Oakworth Capital
Alabama
$3.71M +$71.4K +683 +2%
HKIM
1414
Hayek Kallen Investment Management
Alabama
$3.7M +$10.1K +97 +0.3%
IP
1415
Indivisible Partners
Florida
$3.69M +$859K +8,216 +35%
PK
1416
Pflug Koory
Nebraska
$3.69M -$29.4K -281 -0.9%
HA
1417
Heartland Advisors
Wisconsin
$3.67M -$20.8K -199 -0.6%
WIC
1418
Woodmont Investment Counsel
Tennessee
$3.67M +$314 +3 +0%
LCM
1419
Leisure Capital Management
California
$3.67M -$26.2K -251 -0.8%
FFS
1420
Flavin Financial Services
Florida
$3.66M -$100K -959 -3%
VWM
1421
Vertrix Wealth Management
Michigan
$3.66M -$758K -7,250 -19%
CPW
1422
Cove Private Wealth
New York
$3.65M +$134K +1,280 +4%
WA
1423
WBH Advisory
Maryland
$3.65M -$277K -2,652 -8%
FBFS
1424
First Business Financial Services
Wisconsin
$3.65M -$1.25K -12 -0%
ACM
1425
Adalta Capital Management
New York
$3.64M – – –
55 56
57
58 59