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Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1076
Busey Bank
Illinois
$740K -$57.7K -923 -7%
MCCA
1077
Mill Creek Capital Advisors
Pennsylvania
$740K +$783K +12,524 New
WEG
1078
World Equity Group
Illinois
$740K -$780K -12,474 -50%
CCA
1079
Carrera Capital Advisors
Michigan
$739K +$783K +12,512 New
NC
1080
Napatree Capital
Rhode Island
$737K -$172K -2,742 -18%
DMBA
1081
Deseret Mutual Benefit Administrators
Utah
$737K +$32.1K +513 +4%
BP
1082
Ballentine Partners
Massachusetts
$736K +$265K +4,238 +52%
EWM
1083
Elmwood Wealth Management
California
$730K -$69.7K -1,115 -8%
NP
1084
NorthRock Partners
Minnesota
$728K -$345K -5,513 -31%
BTI
1085
Blue Trust Inc
Georgia
$727K +$302K +4,820 +112%
EFM
1086
Eley Financial Management
Vermont
$727K +$9.63K +154 +1%
NAS
1087
Nicolet Advisory Services
Wisconsin
$725K +$94.8K +1,515 +14%
9WM
1088
9258 Wealth Management
Ohio
$725K -$12.1K -193 -2%
VFA
1089
Voya Financial Advisors
Connecticut
$721K -$164K -2,622 -17%
OWA
1090
Octavia Wealth Advisors
Ohio
$721K -$165K -2,637 -18%
VT
1091
Vise Technologies
New York
$720K -$110K -1,756 -13%
FTWA
1092
Fifth Third Wealth Advisors
Ohio
$719K +$762K +12,176 New
SF
1093
Summit Financial
New Jersey
$719K +$499K +7,979 +191%
LCM
1094
Laurion Capital Management
New York
$716K -$74.6M -1,191,910 -99%
SIA
1095
Schechter Investment Advisors
Michigan
$715K -$146K -2,329 -16%
KCM
1096
Kendall Capital Management
Maryland
$714K +$688 +11 +0.1%
RMAM
1097
Raab & Moskowitz Asset Management
New Jersey
$714K -$158K -2,530 -17%
FFB
1098
First Financial Bankshares
Texas
$714K -$40.6K -649 -5%
ATC
1099
Adirondack Trust Company
New York
$713K +$6.13K +98 +0.8%
CGPCS
1100
Capital Group Private Client Services
California
$712K -$21.5M -343,143 -97%
42 43
44
45 46