Name Holding Trade Value Shares
Change
Change in
Stake
EWP
1101
Engrave Wealth Partners
Texas
$82K +$77.9K +1,507 New
OC
1102
Oakworth Capital
Alabama
$80K -$4.39K -85 -5%
Loomis, Sayles & Company
1103
Loomis, Sayles & Company
Massachusetts
$79K +$6.46K +125 +10%
TFS
1104
TrustCore Financial Services
Tennessee
$78K +$3.93K +76 +6%
FQ
1105
First Quadrant
California
$77K – – –
CAL
1106
Capital Analysts LLC
Pennsylvania
$76K +$4.91K +95 +7%
VCP
1107
Verus Capital Partners
Arizona
$76K +$72K +1,393 New
LJHT
1108
Laurie J. Hall Trustee
$73K -$92.7K -1,795 -57%
OSNBOA
1109
Old Second National Bank of Aurora
Illinois
$73K -$22.4K -434 -25%
PB
1110
Pinnacle Bancorp
Nebraska
$72K -$9.82K -190 -13%
GEA
1111
Glen Eagle Advisors
New Jersey
$71.6K +$42.4K +820 +168%
ETI
1112
Enterprise Trust & Investment
California
$71K – – –
WAS
1113
Winch Advisory Services
Wisconsin
$71K +$62.7K +1,213 +1,575%
TF
1114
Tompkins Financial
New York
$70K -$26.4K -511 -28%
TL
1115
TrueWealth LLC
Georgia
$68K – – –
OPS
1116
Orion Portfolio Solutions
Nebraska
$68K +$63.8K +1,235 New
GG
1117
Gleason Group
Kentucky
$68K +$63.9K +1,236 New
CHAM
1118
Clear Harbor Asset Management
Connecticut
$67.8K +$64K +1,239 New
SWM
1119
Sugarloaf Wealth Management
Georgia
$65K +$61K +1,181 New
BWM
1120
BerganKDV Wealth Management
Minnesota
$63K +$3.31K +64 +6%
WB
1121
West Bancorporation
Iowa
$63K +$59.1K +1,144 New
SFSIG
1122
San Francisco Sentry Investment Group
California
$62K -$84.4K -1,633 -59%
SCM
1123
Silvant Capital Management
Georgia
$62K – – –
AP
1124
Americana Partners
Texas
$62K +$58.6K +1,135 New
PCG
1125
Private Capital Group
Connecticut
$60K -$34.8K -674 -38%