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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
801
Novare Capital Management
North Carolina
$5.26M +$837K +8,298 +19%
BWG
802
Beta Wealth Group
California
$5.24M +$680K +6,748 +15%
SAM
803
Synergy Asset Management
Washington
$5.23M +$418K +4,146 +9%
LI
804
Lafayette Investments
Maryland
$5.23M -$73.6K -730 -1%
CIA
805
Capital Investment Advisors
Georgia
$5.23M -$300K -2,971 -5%
SWM
806
Spire Wealth Management
Virginia
$5.22M +$1.4M +13,858 +36%
WAM
807
Winslow Asset Management
Ohio
$5.22M +$29.1K +289 +0.6%
TSW
808
Thompson Siegel & Walmsley
Virginia
$5.18M +$1.48M +14,635 +39%
SW
809
SVB Wealth
Massachusetts
$5.18M -$2.45M -24,290 -32%
AMBIA
810
Allen Mooney & Barnes Investment Advisors
Georgia
$5.17M +$85.2K +845 +2%
LAI
811
Legal Advantage Investments
California
$5.15M +$56.5K +560 +1%
FB
812
Fulton Bank
Pennsylvania
$5.14M -$71.2K -706 -1%
PA
813
Perennial Advisors
New York
$5.12M +$80.2K +795 +2%
AUB
814
Atlantic Union Bankshares
Virginia
$5.11M -$1.08M -10,716 -17%
WPI
815
Walter Public Investments
Canada
$5.11M -$117K -1,158 -2%
FMWA
816
Forvis Mazars Wealth Advisors
Missouri
$5.11M +$712K +7,061 +16%
PJSIMP
817
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.1M -$178K -1,766 -3%
EF
818
Empirical Finance
Pennsylvania
$5.1M +$242K +2,404 +5%
LIM
819
Leavell Investment Management
Alabama
$5.09M -$571K -5,659 -10%
IIA
820
IPG Investment Advisors
California
$5.09M +$810K +8,030 +19%
LCM
821
LVM Capital Management
Michigan
$5.07M +$75.1K +745 +1%
RI
822
Redwood Investments
Massachusetts
$5.06M +$1.78M +17,622 +54%
CA
823
Clearstead Advisors
Ohio
$5.04M +$60.3K +598 +1%
NB
824
Northwest Bancshares
Pennsylvania
$5.03M +$116K +1,155 +2%
NL
825
NWAM LLC
Washington
$5.01M +$3.12M +30,922 +161%
31 32
33
34 35