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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1001
Millennium Capital Advisors
Arkansas
$3.4M -$1.88K -6 -0.1%
MW
1002
Maia Wealth
Colorado
$3.39M +$644K +2,057 +29%
AUB
1003
Atlantic Union Bankshares
Virginia
$3.38M +$252K +805 +10%
JAM
1004
JCIC Asset Management
Ontario, Canada
$3.38M – – –
PTC
1005
Philadelphia Trust Company
Pennsylvania
$3.37M – – –
LHC
1006
Little House Capital
Massachusetts
$3.36M +$26.3K +84 +0.9%
WT
1007
Washington Trust
Rhode Island
$3.36M +$597K +1,908 +27%
NSAM
1008
North Star Asset Management
Wisconsin
$3.36M -$10K -32 -0.4%
SCP
1009
Stamos Capital Partners
California
$3.35M +$424K +1,355 +18%
CWA
1010
Consilium Wealth Advisory
Texas
$3.34M -$608K -1,942 -18%
WC
1011
Wynn Capital
Georgia
$3.31M +$1.88K +6 +0.1%
ST
1012
Spinnaker Trust
Maine
$3.31M -$939 -3 -0%
HAIM
1013
Hunter Associates Investment Management
Pennsylvania
$3.29M +$183K +586 +7%
JIC
1014
Joel Isaacson & Co
New York
$3.25M +$131K +419 +5%
ASA
1015
Axxion S.A.
Luxembourg
$3.24M +$2.71M +8,671 New
WDG
1016
Wealth Dimensions Group
Ohio
$3.23M +$157K +503 +6%
VST
1017
Van Strum & Towne
California
$3.23M – – –
AGWCA
1018
Annis Gardner Whiting Capital Advisors
Florida
$3.22M -$29.4K -94 -1%
VWM
1019
Vivid Wealth Management
Iowa
$3.21M -$35.4K -113 -1%
SWM
1020
Segment Wealth Management
Texas
$3.21M -$8.77K -28 -0.3%
NFG
1021
Nations Financial Group
Iowa
$3.2M +$46K +147 +2%
ONB
1022
Old National Bancorp
Indiana
$3.2M +$229K +730 +9%
PNC
1023
Park National Corp
Ohio
$3.2M -$137K -439 -5%
MMG
1024
Monetary Management Group
Missouri
$3.2M +$495K +1,580 +23%
SAM
1025
S.A. Mason
Michigan
$3.2M +$272K +868 +11%
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