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Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
1076
Legacy Private Trust
Wisconsin
$3.83M -$1.19M -7,320 -21%
ACM
1077
Ardent Capital Management
Ohio
$3.83M – – –
SB
1078
Simmons Bank
Arkansas
$3.83M +$1.54M +9,476 +51%
RF
1079
Rollins Financial
Georgia
$3.81M -$945K -5,830 -17%
SWM
1080
Spire Wealth Management
Virginia
$3.81M -$2.34M -14,465 -34%
SFS
1081
Sowell Financial Services
Arkansas
$3.79M +$548K +3,383 +14%
S
1082
Surevest
California
$3.79M +$261K +1,612 +6%
TCBWMS
1083
Texas Capital Bank Wealth Management Services
Texas
$3.77M +$3.31M +20,449 +277%
CC
1084
Cornerstone Capital
California
$3.77M +$4M +24,705 +800%
CI
1085
Ceera Investments
Texas
$3.76M +$284K +1,753 +7%
SCM
1086
Saba Capital Management
New York
$3.76M +$1.94M +12,000 +76%
SS
1087
Simplicity Solutions
Minnesota
$3.75M +$266K +1,642 +6%
MM
1088
Meridian Management
Arkansas
$3.75M +$704K +4,341 +19%
JG
1089
Jefferies Group
New York
$3.74M +$2.56M +15,778 +134%
MYLI
1090
Meiji Yasuda Life Insurance
Japan
$3.73M -$335K -2,064 -7%
SWIG
1091
Strategic Wealth Investment Group
Kentucky
$3.73M +$541K +3,336 +14%
SCM
1092
Silvant Capital Management
Georgia
$3.73M -$1.91M -11,770 -30%
GIA
1093
GHP Investment Advisors
Colorado
$3.73M -$88.3K -545 -2%
FGP
1094
Foyston, Gordon, & Payne
Ontario, Canada
$3.73M +$448K +2,765 +11%
SAM
1095
Synergy Asset Management
Washington
$3.72M +$277K +1,708 +7%
ECM
1096
ExodusPoint Capital Management
New York
$3.7M +$772K +4,764 +21%
SAG
1097
Spotlight Asset Group
Illinois
$3.68M +$4.59M +28,309 New
RMC
1098
Regis Management Company
California
$3.67M -$9.72K -60 -0.2%
IA
1099
IFP Advisors
Florida
$3.66M +$312K +1,925 +4%
IAM
1100
Infusive Asset Management
New York
$3.65M -$4.11M -25,379 -49%
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