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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
701
Capital Investment Advisors
Georgia
$218K +$1.67K +32 +0.8%
BBA
702
Baader Bank Aktiengesellschaft
Germany
$217K +$211K +4,055 New
TIA
703
Trust Investment Advisors
Indiana
$217K +$210K +4,038 New
PPWP
704
Premier Path Wealth Partners
New Jersey
$216K +$209K +4,012 New
PCM
705
Prelude Capital Management
New York
$215K +$209K +4,000 New
MBTD
706
Mechanics Bank - Trust Department
California
$214K – – –
DC
707
Davenport & Co
Virginia
$213K +$206K +3,958 New
AWA
708
Aaron Wealth Advisors
Illinois
$212K +$206K +3,944 New
DWT
709
Dorsey & Whitney Trust
South Dakota
$212K +$205K +3,942 New
JWCA
710
J.W. Coons Advisors
Ohio
$211K -$5.21K -100 -2%
SWM
711
Seed Wealth Management
Illinois
$210K +$204K +3,905 New
WB
712
WesBanco Bank
West Virginia
$208K – – –
AFG
713
Atomi Financial Group
New York
$206K +$200K +3,829 New
CC
714
Chicago Capital
Illinois
$206K – – –
FCP
715
Fidelis Capital Partners
Florida
$205K +$194K +3,716 New
CAM
716
Claret Asset Management
Quebec, Canada
$202K +$196K +3,767 New
LRIA
717
Leonard Rickey Investment Advisors
Washington
$201K +$196K +3,751 New
TFS
718
Thoroughbred Financial Services
Tennessee
$200K +$195K +3,736 New
A
719
AlphaQuest
New York
$199K +$136K +2,613 +241%
HBT
720
Hills Bank & Trust
Iowa
$184K -$1.98K -38 -1%
PTC
721
Private Trust Company
Ohio
$180K -$7.66K -147 -4%
SA
722
SRH Advisors
Kansas
$179K – – –
ADL
723
Asset Dedication LLC
California
$172K +$57K +1,094 +52%
CCM
724
Chilton Capital Management
Texas
$169K +$7.61K +146 +5%
C
725
Covestor
United Kingdom
$166K +$138K +2,657 +624%
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