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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1476
WBH Advisory
Maryland
$1.31M -$97.7K -1,627 -7%
STA
1477
Summit Trail Advisors
New York
$1.31M +$79.2K +1,319 +7%
YIH
1478
Y-Intercept (HK)
Hong Kong
$1.3M +$1.28M +21,325 New
SHWM
1479
Smith & Howard Wealth Management
Georgia
$1.3M +$19.7K +328 +2%
HVP
1480
Hudson Value Partners
Florida
$1.29M – – –
GC
1481
Grimes & Company
Massachusetts
$1.29M +$4.63K +77 +0.4%
GM
1482
GeoWealth Management
Illinois
$1.29M +$709K +11,809 +127%
SWM
1483
Segment Wealth Management
Texas
$1.29M -$21.6K -360 -2%
HFS
1484
Heritage Financial Services
Massachusetts
$1.29M +$6.13K +102 +0.5%
JIC
1485
Joel Isaacson & Co
New York
$1.29M -$17.2K -287 -1%
LT
1486
Lindsell Train
United Kingdom
$1.29M – – –
HW
1487
Hedeker Wealth
Illinois
$1.29M -$660K -10,986 -34%
AGP
1488
Autumn Glory Partners
Texas
$1.28M – – –
DAM
1489
Delta Asset Management
Tennessee
$1.28M -$1.5K -25 -0.1%
DMBA
1490
Deseret Mutual Benefit Administrators
Utah
$1.28M +$121K +2,016 +11%
FFA
1491
Founders Financial Alliance
North Carolina
$1.27M -$102K -1,702 -8%
V
1492
VeraBank
Texas
$1.27M – – –
TPA
1493
Trivium Point Advisory
Connecticut
$1.27M -$148K -2,466 -11%
WGAM
1494
Wilkinson Global Asset Management
New York
$1.27M -$83.8K -1,395 -6%
BCG
1495
BayBridge Capital Group
California
$1.26M +$1.25M +20,863 New
LAIC
1496
Lederer & Associates Investment Counsel
California
$1.26M – – –
ANBT
1497
American National Bank & Trust
Texas
$1.26M +$222K +3,688 +22%
ADBIC
1498
A.D. Beadell Investment Counsel
Wisconsin
$1.25M -$24.9K -415 -2%
GCP
1499
GSA Capital Partners
United Kingdom
$1.25M +$1.23M +20,479 New
WC
1500
Wynn Capital
Georgia
$1.25M +$8.53K +142 +0.7%
58 59
60
61 62