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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
826
IFP Advisors
Florida
$1.46M +$456K +1,198 +44%
CHC
827
City Holding Co
West Virginia
$1.46M +$906K +2,380 +155%
MADR
828
Milestones Administradora de Recursos
Brazil
$1.45M – – –
VFA
829
Valeo Financial Advisors
Indiana
$1.44M +$44.9K +118 +3%
FHB
830
First Hawaiian Bank
Hawaii
$1.44M +$4.57K +12 +0.3%
SAM
831
Synergy Asset Management
Washington
$1.44M +$1.47M +3,858 New
LIM
832
Leavell Investment Management
Alabama
$1.43M +$2.28K +6 +0.2%
DAS
833
Dynamic Advisor Solutions
Arizona
$1.43M +$461K +1,212 +46%
HPC
834
HM Payson & Co
Maine
$1.43M -$38.1K -100 -3%
VA
835
Valmark Advisers
Ohio
$1.43M +$1.14K +3 +0.1%
LWCFA
836
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.43M -$19K -50 -1%
AUB
837
Atlantic Union Bankshares
Virginia
$1.43M -$7.61K -20 -0.5%
TPA
838
Trivium Point Advisory
Connecticut
$1.42M +$93.6K +246 +7%
SW
839
SVB Wealth
Massachusetts
$1.41M +$19.8K +52 +1%
BTWM
840
Baker Tilly Wealth Management
Wisconsin
$1.41M -$2.66M -6,988 -65%
UCFA
841
United Capital Financial Advisors
Texas
$1.41M -$209K -550 -13%
SA
842
SRN Advisors
Pennsylvania
$1.4M +$48.7K +128 +4%
CT
843
Caldwell Trust
Florida
$1.37M -$65.1K -171 -4%
LOPW
844
Live Oak Private Wealth
North Carolina
$1.36M +$24.7K +65 +2%
PTC
845
Private Trust Company
Ohio
$1.35M +$104K +274 +8%
BWIA
846
Bryant Woods Investment Advisors
New York
$1.34M +$3.04K +8 +0.2%
ATPW
847
Ashton Thomas Private Wealth
Arizona
$1.33M +$537K +1,411 +65%
JCM
848
Jacobi Capital Management
Pennsylvania
$1.33M +$136K +357 +11%
ECM
849
Evergreen Capital Management
Washington
$1.32M -$9.89K -26 -0.7%
EFH
850
Eaton Financial Holdings
Florida
$1.32M +$1.35M +3,537 New
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