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Name Holding Trade Value Shares
Change 		Change in
Stake
UB
776
UMB Bank
Missouri
$710K +$61.4K +1,370 +12%
MIAN
777
Mariner Independent Advisor Network
Kansas
$709K +$65.1K +1,454 +12%
JAG
778
Journey Advisory Group
Kentucky
$707K +$588K +13,126 New
AIM
779
Anchor Investment Management
South Carolina
$700K -$18.8K -419 -3%
OSAM
780
O'Shaughnessy Asset Management
Connecticut
$699K +$336K +7,505 +137%
PCM
781
Poehling Capital Management
Wisconsin
$696K -$631K -14,092 -52%
BG
782
Bahl & Gaynor
Ohio
$694K -$36.7K -820 -6%
MC
783
Martin & Co
Tennessee
$694K +$2.87K +64 +0.5%
FHA
784
Flagship Harbor Advisors
Massachusetts
$693K +$39.4K +880 +7%
TCOV
785
Trust Company of Vermont
Vermont
$691K -$43.3K -967 -7%
FLPIM
786
F.L. Putnam Investment Management
Massachusetts
$689K -$1.48K -33 -0.3%
ALAM
787
Asahi Life Asset Management
Japan
$689K +$574K +12,803 New
IFG
788
Independent Financial Group
California
$689K +$45.8K +1,022 +9%
CW
789
CreativeOne Wealth
Kansas
$687K +$364K +8,134 +176%
GT
790
Glenview Trust
Kentucky
$685K -$7.39K -165 -1%
IP
791
Intellectus Partners
California
$685K -$2.64K -59 -0.5%
MWM
792
MinichMacGregor Wealth Management
New York
$684K -$44.4K -992 -7%
PCM
793
Parsons Capital Management
Rhode Island
$684K -$13.4K -298 -2%
AAA
794
Adams Asset Advisors
Texas
$680K – – –
BHWA
795
Beacon Harbor Wealth Advisors
Virginia
$680K +$566K +12,640 New
NSAM
796
North Star Asset Management
Wisconsin
$675K -$8.11K -181 -1%
JWCA
797
J.W. Cole Advisors
Florida
$666K -$2.21M -49,289 -80%
FFBTD
798
First Financial Bank - Trust Division
Ohio
$666K -$3.5K -78 -0.6%
BHBT
799
Burke & Herbert Bank & Trust
Virginia
$664K -$33.7K -752 -6%
BEC
800
Blue Edge Capital
Virginia
$664K – – –
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