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Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
1101
Forvis Mazars Wealth Advisors
Missouri
$319K +$292K +1,278 New
DP
1102
Dearborn Partners
Illinois
$310K – – –
TNAM
1103
Terra Nova Asset Management
New York
$309K – – –
BHBT
1104
Burke & Herbert Bank & Trust
Virginia
$305K +$2.29K +10 +0.8%
CRC
1105
Curi RMB Capital
Illinois
$305K +$280K +1,223 New
FLI
1106
Family Legacy Inc
South Carolina
$305K +$280K +1,223 New
RCM
1107
RNC Capital Management
California
$304K -$915 -4 -0.3%
RHBC
1108
R.H. Bluestein & Co
Michigan
$304K – – –
AIM
1109
Achmea Investment Management
Netherlands
$301K -$751K -3,283 -73%
BWM
1110
BigSur Wealth Management
Florida
$300K – – –
ESBC
1111
E.S. Barr & Co
Kentucky
$299K – – –
MHIC
1112
Marble Harbor Investment Counsel
Massachusetts
$299K – – –
VFA
1113
Valeo Financial Advisors
Indiana
$296K +$6.17K +27 +2%
CCT
1114
Country Club Trust
Missouri
$296K +$25.2K +110 +10%
CG
1115
Corundum Group
Colorado
$292K +$229 +1 +0.1%
Nuveen Fund Advisors
1116
Nuveen Fund Advisors
Illinois
$291K -$59.9K -262 -18%
MIM
1117
Marco Investment Management
Georgia
$291K – – –
CSIC
1118
Clifford Swan Investment Counsel
California
$290K – – –
SWM
1119
SeaCrest Wealth Management
New York
$290K +$266K +1,164 New
MCM
1120
Mitchell Capital Management
Kansas
$289K +$265K +1,157 New
BCA
1121
Benchmark Capital Advisors
New York
$287K – – –
EAM
1122
Evanson Asset Management
California
$286K +$263K +1,148 New
AWMF
1123
Arbor Wealth Management (Florida)
Florida
$282K – – –
BFO
1124
Biltmore Family Office
North Carolina
$282K +$258K +1,127 New
PNC
1125
Park National Corp
Ohio
$281K – – –