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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
851
Lake Street Advisors Group
New Hampshire
$493K -$28.4K -950 -5%
BAC
852
Boys Arnold & Co
North Carolina
$493K +$135K +4,520 +31%
BB
853
Bell Bank
North Dakota
$492K +$550K +18,370 New
MBT
854
Montecito Bank & Trust
California
$491K -$30.2K -1,010 -5%
SBH
855
Segall Bryant & Hamill
Illinois
$490K -$100K -3,340 -15%
VWA
856
V Wealth Advisors
Kansas
$487K -$83.5K -2,790 -15%
SLWS
857
Swaine & Leidel Wealth Services
Florida
$487K +$404K +13,500 New
HR
858
Hayden Royal
North Carolina
$486K +$543K +18,160 New
WJA
859
Williams Jones & Associates
New York
$480K +$69.7K +2,330 +15%
NFG
860
Nadler Financial Group
Illinois
$478K -$2.69K -90 -0.5%
ACM
861
AlphaCrest Capital Management
New York
$477K +$534K +17,830 New
SC
862
Sepio Capital
Utah
$477K +$534K +17,840 New
FHA
863
First Horizon Advisors
Tennessee
$472K -$10.2K -340 -2%
BA
864
Bristlecone Advisors
Washington
$468K +$20.9K +700 +4%
SBWIC
865
Schaper Benz & Wise Investment Counsel
Wisconsin
$468K +$150K +5,000 +40%
AFC
866
AFT Forsyth & Company
Florida
$466K -$29.9K -1,000 -5%
FWM
867
Foresight Wealth Management
Utah
$465K +$520K +17,390 New
SCM
868
Sterling Capital Management
North Carolina
$463K – – –
TFS
869
Thoroughbred Financial Services
Tennessee
$463K +$518K +17,320 New
SYBT
870
Stock Yards Bank & Trust
Kentucky
$462K – – –
SWM
871
Segment Wealth Management
Texas
$461K +$74.8K +2,500 +17%
SWA
872
SFMG Wealth Advisors
Texas
$459K +$15K +500 +3%
SFG
873
SNS Financial Group
Minnesota
$457K -$47.9K -1,600 -9%
MS
874
Mizuho Securities
Japan
$455K +$509K +17,000 New
EWA
875
EP Wealth Advisors
California
$454K +$29.6K +990 +6%
33 34
35
36 37