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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
801
Venturi Wealth Management
Texas
$1.51M +$77.4K +212 +6%
HPC
802
HM Payson & Co
Maine
$1.5M +$457K +1,252 +46%
MADR
803
Milestones Administradora de Recursos
Brazil
$1.49M -$2.27M -6,206 -61%
VSQM
804
V-Square Quantitative Management
Illinois
$1.48M +$12.4K +34 +0.9%
AUB
805
Atlantic Union Bankshares
Virginia
$1.47M -$164K -448 -10%
FHB
806
First Hawaiian Bank
Hawaii
$1.47M +$1.41M +3,861 New
LIM
807
Leavell Investment Management
Alabama
$1.47M – – –
CT
808
Caldwell Trust
Florida
$1.46M – – –
VA
809
Valmark Advisers
Ohio
$1.46M -$8.77K -24 -0.6%
SIA
810
Schechter Investment Advisors
Michigan
$1.46M +$95K +260 +7%
AWM
811
Angeles Wealth Management
California
$1.45M +$146K +401 +12%
VIG
812
Vienna Insurance Group
Poland
$1.45M +$552K +1,511 +66%
APWM
813
Atlas Private Wealth Management
New York
$1.43M -$979K -2,680 -42%
SW
814
StrongBox Wealth
Missouri
$1.43M -$95.7K -262 -7%
VFA
815
Valeo Financial Advisors
Indiana
$1.43M -$51.1K -140 -4%
SW
816
SVB Wealth
Massachusetts
$1.42M -$204K -559 -13%
LWCFA
817
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.42M -$12.8K -35 -0.9%
VIM
818
VELA Investment Management
Ohio
$1.4M -$599K -1,639 -31%
SA
819
SRN Advisors
Pennsylvania
$1.38M -$24.8K -68 -2%
CA
820
Clearstead Advisors
Ohio
$1.38M +$114K +312 +9%
BWIA
821
Bryant Woods Investment Advisors
New York
$1.37M +$365 +1 +0%
LOPW
822
Live Oak Private Wealth
North Carolina
$1.37M +$13.5K +37 +1%
ECM
823
Evergreen Capital Management
Washington
$1.36M +$45.3K +124 +4%
TPA
824
Trivium Point Advisory
Connecticut
$1.35M +$234K +641 +22%
LF
825
Lee Financial
Texas
$1.35M -$406K -1,112 -24%
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