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Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1126
Forvis Mazars Wealth Advisors
Missouri
$1.43M +$406K +1,887 +45%
IB
1127
Intrust Bank
Kansas
$1.43M +$41.7K +194 +3%
KWM
1128
Kingsview Wealth Management
Oregon
$1.43M +$1.3M +6,054 New
FIA
1129
Foundations Investment Advisors
Arizona
$1.42M +$102K +473 +9%
LP
1130
LGL Partners
Pennsylvania
$1.41M +$1.29M +6,005 New
PM
1131
Precept Management
Texas
$1.41M +$1.29M +6,000 New
CBN
1132
Cadence Bank NA
Texas
$1.41M +$5.81K +27 +0.5%
EFSCE
1133
Enterprise Financial Services Corp (EFSC)
Missouri
$1.4M +$60.7K +282 +5%
RHAM
1134
Round Hill Asset Management
California
$1.4M -$82.8K -385 -6%
BPWA
1135
Beacon Pointe Wealth Advisors
California
$1.4M -$1.35M -6,296 -52%
CC
1136
Capital Counsel
New York
$1.4M – – –
VCA
1137
Verdence Capital Advisors
Maryland
$1.39M +$13.6K +63 +1%
DWT
1138
Dorsey & Whitney Trust
South Dakota
$1.39M +$179K +830 +16%
FNT
1139
First National Trust
Pennsylvania
$1.38M -$329K -1,531 -21%
PC
1140
Permit Capital
Pennsylvania
$1.38M – – –
FUBT
1141
First United Bank & Trust
Maryland
$1.38M +$77.5K +360 +7%
WA
1142
WBH Advisory
Maryland
$1.38M – – –
PWP
1143
Private Wealth Partners
California
$1.38M -$11.2K -52 -0.9%
LNB
1144
Ledyard National Bank
$1.37M -$50.6K -235 -4%
GPA
1145
Garrison Point Advisors
California
$1.37M +$17.2K +80 +1%
GSBTD
1146
Glenview State Bank Trust Department
Illinois
$1.37M +$51.6K +240 +4%
BDF
1147
Balasa Dinverno & Foltz
$1.35M +$23K +107 +2%
BCM
1148
Brookstone Capital Management
Illinois
$1.34M +$62.6K +291 +5%
SS
1149
Sunbelt Securities
Texas
$1.34M +$5.38K +25 +0.4%
PFPT
1150
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.34M -$78.3K -364 -6%
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