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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
501
Syon Capital
California
$303K -$9.24K -108 -3%
ANBT
502
American National Bank & Trust
Texas
$301K -$48.6K -568 -14%
PFS
503
Prospera Financial Services
Texas
$299K -$50.6K -592 -14%
OL
504
Optas LLC
Texas
$297K -$4.54K -53 -1%
HPC
505
HM Payson & Co
Maine
$294K -$43.5K -508 -13%
S
506
SignatureFD
Georgia
$293K -$3.34K -39 -1%
FFM
507
Forum Financial Management
Illinois
$293K +$17.1K +200 +6%
VI
508
Vestcor Inc
New Brunswick, Canada
$292K – – –
SIC
509
Schwartz Investment Counsel
Michigan
$291K – – –
DWA
510
Douglass Winthrop Advisors
New York
$290K – – –
MA
511
Modus Advisors
Minnesota
$288K -$6.84K -80 -2%
NAAA
512
New Age Alpha Advisors
New York
$288K -$99.1K -1,158 -25%
BC
513
Bayforest Capital
United Kingdom
$286K -$374K -4,368 -56%
ST
514
Somerset Trust
Pennsylvania
$285K – – –
CAG
515
Crestwood Advisors Group
Massachusetts
$284K +$1.45K +17 +0.5%
GCP
516
GSA Capital Partners
United Kingdom
$283K +$285K +3,332 New
SCP
517
Sandhill Capital Partners
New York
$277K -$50.1K -586 -15%
OMIC
518
Old Mission Investment Co
Michigan
$276K +$278K +3,250 New
OFS
519
OneAscent Financial Services
Alabama
$274K -$5.9K -69 -2%
CAG
520
Cypress Advisory Group
Arizona
$272K +$42.8K +500 +18%
EHWM
521
Eads & Heald Wealth Management
Georgia
$271K – – –
GT
522
Greenleaf Trust
Michigan
$268K -$4.11K -48 -1%
SWGC
523
Summit Wealth Group (Colorado)
Colorado
$267K +$114K +1,332 New
NPPM
524
North Point Portfolio Managers
Ohio
$267K -$29.5K -345 -10%
BWP
525
BlueStem Wealth Partners
Minnesota
$265K +$1.37K +16 +0.5%
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