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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
751
Wealthspire Advisors (Maryland)
Maryland
$287K -$35.6K -967 -10%
BAC
752
Boys Arnold & Co
North Carolina
$286K -$29.5K -800 -9%
BF
753
BOK Financial
Oklahoma
$284K -$189K -5,128 -38%
PFPT
754
Pinnacle Financial Partners (Tennessee)
Tennessee
$283K +$127K +3,444 +70%
GRP
755
Global Retirement Partners
California
$280K – – –
ANBT
756
American National Bank & Trust
Texas
$279K -$3.51M -95,144 -92%
VWA
757
V Wealth Advisors
Kansas
$278K -$5.2K -141 -2%
RTS
758
Round Table Services
New Jersey
$276K +$44.2K +1,200 +17%
KFA
759
Kelleher Financial Advisors
New York
$273K -$11.1K -300 -4%
FB
760
Fulton Bank
Pennsylvania
$271K -$32.3K -878 -10%
ACI
761
Alpha Cubed Investments
California
$270K +$318K +8,641 New
WBG
762
Wharton Business Group
Pennsylvania
$269K – – –
TCM
763
Teza Capital Management
Illinois
$265K +$290K +7,859 New
FNBT
764
FineMark National Bank & Trust
Florida
$262K -$53.9K -1,462 -16%
ANRIA
765
American National Registered Investment Advisor
Texas
$260K -$373K -10,125 -57%
WB
766
WesBanco Bank
West Virginia
$260K -$553 -15 -0.2%
DIM
767
DC Investments Management
Virginia
$259K +$283K +7,692 New
BA
768
Bristol Advisors
Pennsylvania
$256K -$29.5K -800 -10%
FA
769
FDx Advisors
Illinois
$252K -$227K -6,172 -45%
CLOS
770
Compagnie Lombard Odier SCmA
Switzerland
$252K – – –
PCM
771
Princeton Capital Management
New Jersey
$249K -$5.34K -145 -2%
WCM
772
Whitener Capital Management
North Carolina
$248K +$10.3K +280 +4%
MA
773
Montag & Associates
Georgia
$246K +$270K +7,316 New
NWP
774
Northstar Wealth Partners
Connecticut
$244K -$45.2K -1,227 -14%
GT
775
Glenmede Trust
Pennsylvania
$240K -$74K -2,008 -22%
29 30
31
32 33