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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1201
Summa Corp
Texas
$342K – – –
AWM
1202
Aprio Wealth Management
Georgia
$336K +$34.8K +120 +11%
VF
1203
Vest Financial
Virginia
$336K +$357K +1,228 New
SWM
1204
Seed Wealth Management
Illinois
$335K – – –
PBK
1205
Peoples Bank (Kansas)
Kansas
$335K – – –
CWM
1206
Centric Wealth Management
Illinois
$335K – – –
VA
1207
Verdad Advisers
Massachusetts
$335K +$355K +1,223 New
6F
1208
626 Financial
Michigan
$334K – – –
FCCM
1209
First City Capital Management
Georgia
$334K +$70.9K +244 +25%
CFS
1210
CRA Financial Services
New Jersey
$333K -$18.6K -64 -5%
MM
1211
Meridian Management
Arkansas
$333K +$1.45K +5 +0.4%
PPA
1212
Painted Porch Advisors
California
$331K – – –
NG
1213
Northstar Group
New York
$331K – – –
DA
1214
Detalus Advisors
Missouri
$329K -$116K -399 -25%
AA
1215
ALPS Advisors
Colorado
$328K +$348K +1,200 New
PK
1216
Pflug Koory
Nebraska
$328K +$348K +1,200 New
ST
1217
Somerset Trust
Pennsylvania
$328K -$1.16K -4 -0.3%
CWMS
1218
Cannon Wealth Management Services
North Carolina
$328K +$348K +1,199 New
FA
1219
Fiduciary Alliance
South Carolina
$327K +$111K +383 +47%
VCA
1220
Verdence Capital Advisors
Maryland
$326K +$63K +217 +22%
HR
1221
Hardy Reed
Mississippi
$325K -$96.1K -331 -22%
CIC
1222
Carnegie Investment Counsel
Ohio
$325K +$581 +2 +0.2%
HIIFS
1223
Harel Insurance Investments & Financial Services
Israel
$325K -$27M -92,823 -99%
AFG
1224
Atomi Financial Group
New York
$324K +$34.8K +120 +11%
DWM
1225
Dakota Wealth Management
Florida
$324K -$264K -910 -44%
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