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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
951
TRUE Private Wealth Advisors
Oregon
$5.64M -$120K -750 -2%
VI
952
Vestcor Inc
New Brunswick, Canada
$5.63M -$957 -6 -0%
JAG
953
Journey Advisory Group
Kentucky
$5.63M -$343K -2,153 -6%
FMTC
954
Farmers & Merchants Trust Company
California
$5.63M -$557K -3,495 -9%
SSB
955
Sandy Spring Bank
Maryland
$5.62M -$60.8K -381 -1%
CT
956
Colonial Trust
South Carolina
$5.59M +$484K +3,035 +9%
MFG
957
Monte Financial Group
Connecticut
$5.58M -$661K -4,147 -10%
RSVP
958
Ramsay Stattman Vela & Price
Colorado
$5.57M +$186K +1,165 +3%
EWM
959
Empirical Wealth Management
Washington
$5.57M +$380K +2,386 +7%
SRC
960
Shufro Rose & Co
New York
$5.55M -$238K -1,493 -4%
IBOK
961
Independence Bank of Kentucky
Kentucky
$5.54M +$444K +2,786 +9%
CWM
962
Concentric Wealth Management
California
$5.54M +$64.4K +404 +1%
AAS
963
Ameritas Advisory Services
Nebraska
$5.54M -$309K -1,940 -5%
RWA
964
River Wealth Advisors
Pennsylvania
$5.54M +$261K +1,636 +5%
GWM
965
Geneos Wealth Management
Colorado
$5.54M -$563K -3,530 -9%
XT
966
XTX Topco
Cayman Islands
$5.52M +$5.32M +33,336 +1,690%
CFC
967
Cincinnati Financial Corp
Ohio
$5.5M – – –
FWP
968
FAS Wealth Partners
Kansas
$5.5M +$205K +1,283 +4%
MWM
969
Mattern Wealth Management
Kansas
$5.49M -$393K -2,462 -7%
NCM
970
Narwhal Capital Management
Georgia
$5.48M -$150K -938 -3%
NCM
971
Nelson Capital Management
California
$5.48M -$371K -2,328 -6%
RWP
972
Ridgecrest Wealth Partners
California
$5.46M +$166K +1,040 +3%
CPC
973
Consolidated Planning Corp
Georgia
$5.46M +$233K +1,461 +4%
IB
974
Intrust Bank
Kansas
$5.45M +$7.5K +47 +0.1%
FAIM
975
Financial Advocates Investment Management
Washington
$5.45M -$725K -4,547 -12%
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