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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1176
Meridian Wealth Management
Kentucky
$5.3M -$3.24M -6,498 -39%
CA
1177
Cornerstone Advisory
Maryland
$5.28M +$263K +527 +5%
LS
1178
Leelyn Smith
Illinois
$5.26M +$131K +262 +3%
SWP
1179
Sagespring Wealth Partners
Tennessee
$5.24M -$228K -458 -4%
DAS
1180
Dynamic Advisor Solutions
Arizona
$5.24M -$3.49M -6,995 -41%
KFBMI
1181
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.24M – – –
GC
1182
Grimes & Company
Massachusetts
$5.24M +$129K +258 +3%
MPWT
1183
MassMutual Private Wealth & Trust
Connecticut
$5.21M -$285K -571 -5%
RFA
1184
ROI Financial Advisors
Oregon
$5.2M -$202K -406 -4%
FCM
1185
Fourpath Capital Management
Oklahoma
$5.2M +$15.5K +31 +0.3%
BMCM
1186
Bryn Mawr Capital Management
Pennsylvania
$5.2M -$120K -240 -2%
BO
1187
Bank OZK
Arkansas
$5.19M +$169K +338 +3%
VR
1188
Vision Retirement
New Jersey
$5.18M -$75.8K -152 -1%
KHCM
1189
Kirtland Hills Capital Management
Ohio
$5.18M +$8.48K +17 +0.2%
GAM
1190
Groupama Asset Management
France
$5.18M +$8.48K +17 +0.2%
LAM
1191
LOM Asset Management
$5.17M +$188K +378 +4%
AWM
1192
Avior Wealth Management
Nebraska
$5.16M +$13.5K +27 +0.3%
MCA
1193
Martin Capital Advisors
Texas
$5.16M +$105K +210 +2%
HI
1194
Harbour Investments
Wisconsin
$5.16M +$8.97K +18 +0.2%
JCM
1195
Jag Capital Management
Missouri
$5.15M -$16.9M -33,826 -77%
PBT
1196
Pictet Bank & Trust
Bahamas
$5.15M +$1.26M +2,525 +34%
WC
1197
Winmill & Co
New Hampshire
$5.14M – – –
FMWA
1198
Forvis Mazars Wealth Advisors
Missouri
$5.13M -$41.9K -84 -0.8%
EFM
1199
E Fund Management
China
$5.13M +$680K +1,363 +16%
NG
1200
Norden Group
Utah
$5.1M -$1.05M -2,113 -18%
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