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GM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
976
Insigneo Advisory Services
Florida
$369K -$104K -1,470 -24%
DWT
977
Dorsey & Whitney Trust
South Dakota
$369K +$51.5K +730 +19%
PA
978
Promethium Advisors
Maryland
$366K +$80.4K +1,140 +34%
TNBTD
979
Trustmark National Bank Trust Department
Mississippi
$365K +$316K +4,486 New
BMC
980
Beaton Management Company
Massachusetts
$364K – – –
DWM
981
Drive Wealth Management
Utah
$364K +$1.34K +19 +0.4%
AAS
982
Ameritas Advisory Services
Nebraska
$364K +$186K +2,636 +144%
OIS
983
OneAscent Investment Solutions
Alabama
$361K -$30.6K -434 -9%
AFT
984
Alpha Family Trust
California
$359K – – –
TVPW
985
Third View Private Wealth
Connecticut
$358K +$311K +4,408 New
WB
986
WesBanco Bank
West Virginia
$358K -$37.4K -530 -11%
FWP
987
Flatrock Wealth Partners
California
$356K +$309K +4,382 New
ML
988
McAdam LLC
Pennsylvania
$356K +$18.6K +264 +6%
HW
989
Hancock Whitney
Mississippi
$355K -$412K -5,846 -57%
AWE
990
Avidian Wealth Enterprises
Texas
$353K +$4.93K +70 +2%
WC
991
Wynn Capital
Georgia
$352K -$19.4K -275 -6%
QC
992
Quent Capital
New York
$351K +$16.4K +232 +6%
HA
993
Herold Advisors
New York
$350K – – –
HSA
994
HBK Sorce Advisory
Pennsylvania
$349K -$13.3K -188 -4%
AHL
995
Abel Hall LLC
Louisiana
$348K +$302K +4,282 New
CT
996
Coastline Trust
Rhode Island
$346K -$176K -2,500 -37%
ABTD
997
Arvest Bank Trust Division
Oklahoma
$345K +$299K +4,237 New
RMDI
998
R.M. Davis Inc
Maine
$344K -$14.2K -202 -5%
CFC
999
Coyle Financial Counsel
Illinois
$344K +$299K +4,236 New
RFP
1000
Root Financial Partners
California
$341K +$47K +666 +19%
38 39
40
41 42