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Name Holding Trade Value Shares
Change 		Change in
Stake
NP
901
NorthRock Partners
Minnesota
$1.58M -$147K -4,473 -8%
TCBWMS
902
Texas Capital Bank Wealth Management Services
Texas
$1.57M +$976K +29,773 +142%
ATFA
903
All Terrain Financial Advisors
Minnesota
$1.57M +$49.5K +1,512 +3%
TAIM
904
Te Ahumairangi Investment Management
New Zealand
$1.56M +$162K +4,950 +11%
FCA
905
FinTrust Capital Advisors
South Carolina
$1.56M -$173K -5,281 -9%
NCM
906
Nelson Capital Management
California
$1.56M +$24.4K +746 +2%
AIM
907
Athena Investment Management
California
$1.56M -$3.51K -107 -0.2%
CF
908
Copperwynd Financial
Arizona
$1.55M +$160K +4,874 +11%
DCM
909
Delta Capital Management
New Jersey
$1.53M -$22.8K -695 -1%
GIA
910
Guyasuta Investment Advisors
Pennsylvania
$1.53M – – –
BHBT
911
Burke & Herbert Bank & Trust
Virginia
$1.53M +$1.08M +33,073 +204%
JBA
912
Johnson Bixby & Associates
Washington
$1.53M -$40.7K -1,242 -2%
ANTB
913
AMG National Trust Bank
Colorado
$1.52M +$124K +3,795 +8%
CIC
914
Carnegie Investment Counsel
Ohio
$1.52M -$526K -16,058 -25%
SWM
915
Sculati Wealth Management
Michigan
$1.52M +$88K +2,684 +6%
CCM
916
Chilton Capital Management
Texas
$1.51M +$4.03K +123 +0.3%
KJWM
917
Kiley Juergens Wealth Management
Washington
$1.51M +$195K +5,963 +14%
BCM
918
Brookstone Capital Management
Illinois
$1.51M -$829K -25,303 -37%
JAG
919
Journey Advisory Group
Kentucky
$1.51M -$32.6K -994 -2%
FNB
920
Farmers National Bank
Kentucky
$1.51M +$35.2K +1,073 +2%
ITC
921
Inspire Trust Company
Nevada
$1.5M +$343K +10,460 +28%
SF
922
Summit Financial
New Jersey
$1.49M -$464K -14,163 -23%
CT
923
Chicago Trust
Illinois
$1.49M -$978K -29,839 -38%
CIA
924
Compass Ion Advisors
Pennsylvania
$1.48M – – –
CIAS
925
Capital Investment Advisory Services
North Carolina
$1.48M -$557 -17 -0%
35 36
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