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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
601
Sendero Wealth Management
Texas
$937K +$127K +2,590 +17%
FWCM
602
Ferguson Wellman Capital Management
Oregon
$935K +$93.4K +1,900 +12%
MA
603
MBA Advisors
Pennsylvania
$932K – – –
MWM
604
Meridian Wealth Management
Kentucky
$931K +$6.14K +125 +0.7%
KC
605
Knuff & Co
California
$930K – – –
LCS
606
Levin Capital Strategies
New York
$930K +$876K +17,817 New
MCM
607
MAI Capital Management
Ohio
$930K +$160K +3,254 +22%
XT
608
XTX Topco
Cayman Islands
$930K +$876K +17,810 New
SS
609
Simplicity Solutions
Minnesota
$929K +$160K +3,249 +22%
WSTAM
610
Wilbanks Smith & Thomas Asset Management
Virginia
$926K -$19.8K -402 -2%
CGL
611
Clarius Group LLC
Washington
$925K +$41K +833 +5%
TCA
612
Transcend Capital Advisors
New Jersey
$924K -$206K -4,197 -19%
BCM
613
Birmingham Capital Management
Alabama
$923K -$34.5K -702 -4%
MYAM
614
Meiji Yasuda Asset Management
Japan
$921K -$33.2K -675 -4%
SYBT
615
Stock Yards Bank & Trust
Kentucky
$906K -$19.3K -393 -2%
CG
616
Cutler Group
California
$904K -$709K -14,418 -45%
HW
617
Hancock Whitney
Mississippi
$901K +$20.4K +415 +2%
WAP
618
Wealthcare Advisory Partners
Pennsylvania
$901K +$170K +3,451 +25%
MGIA
619
Moneta Group Investment Advisors
Missouri
$898K +$13.5K +275 +2%
ACM
620
Argyle Capital Management
Pennsylvania
$897K -$4.96K -101 -0.6%
GCM
621
Greenland Capital Management
New York
$888K +$836K +17,014 New
PWM
622
Perigon Wealth Management
California
$885K +$32.3K +657 +4%
AF
623
Allworth Financial
California
$880K -$108K -2,207 -12%
PI
624
Parkside Investments
Illinois
$879K -$158K -3,210 -16%
CA
625
Carson Advisory
Georgia
$878K -$307K -6,250 -27%
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