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Name Holding Trade Value Shares
Change
Change in
Stake
LC
501
Lavaca Capital
Texas
$978K +$895K +9,200 New
VWM
502
Venturi Wealth Management
Texas
$969K +$68.1K +700 +8%
VAS
503
Vestmark Advisory Solutions
Massachusetts
$969K +$121K +1,244 +16%
ANBT
504
American National Bank & Trust
Texas
$967K +$685K +7,044 +344%
CL
505
CIM LLC
New York
$959K +$38.1K +392 +4%
LA
506
Latitude Advisors
Florida
$957K +$273K +2,804 +45%
SEM
507
Suncoast Equity Management
Florida
$949K +$543K +5,580 +167%
DCM
508
Donaldson Capital Management
Indiana
$948K +$165K +1,700 +24%
APWM
509
Atlas Private Wealth Management
New York
$946K -$9.73K -100 -1%
BL
510
BFSG LLC
California
$946K +$865K +8,892 New
OAM
511
Oak Asset Management
California
$921K +$842K +8,656 New
BBVA
512
Banco Bilbao Vizcaya Argentaria
Spain
$919K -$30.4K -312 -4%
HNB
513
Huntington National Bank
Ohio
$918K – – –
BFM
514
Boston Financial Management
Massachusetts
$918K +$584K +6,000 +228%
SW
515
SVB Wealth
Massachusetts
$907K -$17.9K -184 -2%
HH
516
Hilltop Holdings
Texas
$901K -$60.3K -620 -7%
MFGM
517
Marshall Financial Group (Maryland)
Maryland
$900K +$16.7K +172 +2%
AA
518
ALPS Advisors
Colorado
$900K +$325K +3,340 +65%
EMG
519
ETF Managers Group
New Jersey
$886K +$17.9K +184 +2%
CAM
520
Cresset Asset Management
Illinois
$879K -$1.48M -15,216 -65%
PFPT
521
Pinnacle Financial Partners (Tennessee)
Tennessee
$874K +$1.95K +20 +0.2%
TFP
522
Tilia Fiduciary Partners
North Carolina
$866K +$3.5K +36 +0.4%
SXL
523
Summit X LLC
Missouri
$863K -$17.5K -180 -2%
IC
524
Inverness Counsel
New York
$860K -$17.9K -184 -2%
SCM
525
Stevens Capital Management
Pennsylvania
$857K -$5.84K -60 -0.7%