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Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
1001
Moody National Bank Trust Division
Texas
$3.41M -$113K -361 -4%
BT
1002
Brandywine Trust
Delaware
$3.4M – – –
FFA
1003
First Foundation Advisors
California
$3.4M +$192K +612 +7%
MCA
1004
Millennium Capital Advisors
Arkansas
$3.4M -$1.88K -6 -0.1%
MW
1005
Maia Wealth
Colorado
$3.39M +$644K +2,057 +29%
AUB
1006
Atlantic Union Bankshares
Virginia
$3.38M +$252K +805 +10%
JAM
1007
JCIC Asset Management
Ontario, Canada
$3.38M – – –
PTC
1008
Philadelphia Trust Company
Pennsylvania
$3.37M – – –
LHC
1009
Little House Capital
Massachusetts
$3.36M +$26.3K +84 +0.9%
WT
1010
Washington Trust
Rhode Island
$3.36M +$597K +1,908 +27%
NSAM
1011
North Star Asset Management
Wisconsin
$3.36M -$10K -32 -0.4%
SCP
1012
Stamos Capital Partners
California
$3.35M +$424K +1,355 +18%
CWA
1013
Consilium Wealth Advisory
Texas
$3.34M -$608K -1,942 -18%
WC
1014
Wynn Capital
Georgia
$3.31M +$1.88K +6 +0.1%
ST
1015
Spinnaker Trust
Maine
$3.31M -$939 -3 -0%
HAIM
1016
Hunter Associates Investment Management
Pennsylvania
$3.29M +$183K +586 +7%
JIC
1017
Joel Isaacson & Co
New York
$3.25M +$131K +419 +5%
ASA
1018
Axxion S.A.
Luxembourg
$3.24M +$2.71M +8,671 New
WDG
1019
Wealth Dimensions Group
Ohio
$3.23M +$157K +503 +6%
VST
1020
Van Strum & Towne
California
$3.23M – – –
AGWCA
1021
Annis Gardner Whiting Capital Advisors
Florida
$3.22M -$29.4K -94 -1%
VWM
1022
Vivid Wealth Management
Iowa
$3.21M -$35.4K -113 -1%
SWM
1023
Segment Wealth Management
Texas
$3.21M -$8.77K -28 -0.3%
NFG
1024
Nations Financial Group
Iowa
$3.2M +$46K +147 +2%
ONB
1025
Old National Bancorp
Indiana
$3.2M +$229K +730 +9%
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