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Name Holding Trade Value Shares
Change 		Change in
Stake
ABC
976
Associated Banc-Corp
Wisconsin
$732K -$321K -3,461 -32%
TF
977
Tompkins Financial
New York
$730K +$21.5K +232 +3%
SIM
978
Sentry Investment Management
Wisconsin
$728K -$71.2K -768 -10%
DWM
979
Dakota Wealth Management
Florida
$728K +$14.3K +154 +2%
CI
980
Conning Inc
Connecticut
$725K – – –
GFS
981
GYL Financial Synergies
Connecticut
$723K -$16.6K -179 -2%
IAN
982
Integrated Advisors Network
Texas
$716K +$35K +378 +6%
WMA
983
Wealth Management Associates
New Jersey
$715K -$556 -6 -0.1%
AFG
984
Allegheny Financial Group
Pennsylvania
$712K +$122K +1,315 +23%
MM
985
Meridian Management
Arkansas
$708K +$649 +7 +0.1%
BTI
986
Blue Trust Inc
Georgia
$708K +$232K +2,501 +45%
BHIA
987
Birch Hill Investment Advisors
Massachusetts
$708K -$9.54K -103 -1%
BHBT
988
Burke & Herbert Bank & Trust
Virginia
$707K -$16K -173 -2%
BMC
989
Benin Management Corp
Connecticut
$704K -$10.9K -118 -2%
FMB
990
Field & Main Bank
Kentucky
$701K +$556 +6 +0.1%
PGWM
991
Parisi Gray Wealth Management
New Jersey
$698K – – –
PIFP
992
Partners in Financial Planning
Virginia
$696K +$93 +1 +0%
HCM
993
Highlander Capital Management
New Jersey
$695K +$23.3K +251 +4%
WF
994
WoodTrust Financial
Wisconsin
$695K +$116K +1,254 +23%
BG
995
Bahl & Gaynor
Ohio
$694K -$8.71K -94 -1%
XF
996
XML Financial
Maryland
$693K – – –
P
997
Pitcairn
Pennsylvania
$689K -$49K -529 -7%
PDL
998
Portfolio Design Labs
California
$689K +$626K +6,760 New
FHA
999
First Horizon Advisors
Tennessee
$685K +$15.6K +168 +3%
SCA
1000
Snowden Capital Advisors
New York
$685K +$48.1K +519 +8%
38 39
40
41 42