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Name Holding Trade Value Shares
Change 		Change in
Stake
AB
751
ANB Bank
Colorado
$2.49M +$2.58M +32,841 New
GC
752
Grange Capital
Oregon
$2.48M +$2.57M +32,725 New
UHC
753
Union Heritage Capital
Michigan
$2.47M – – –
PMWMG
754
Parr McKnight Wealth Management Group
Minnesota
$2.47M +$2.56M +32,585 New
HTC
755
Haverford Trust Company
Pennsylvania
$2.47M -$273K -3,470 -10%
FNBOO
756
First National Bank of Omaha
Nebraska
$2.46M -$198K -2,516 -7%
SPFA
757
Summit Place Financial Advisors
New Jersey
$2.46M +$586K +7,465 +30%
OCBCO
758
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.45M -$5.99M -76,210 -70%
AWM
759
Avior Wealth Management
Nebraska
$2.45M -$130K -1,654 -5%
CT
760
Colonial Trust
South Carolina
$2.45M +$70.6K +899 +3%
ACG
761
Allen Capital Group
Nebraska
$2.43M +$194K +2,469 +8%
BCMO
762
Buckingham Capital Management (Ohio)
Ohio
$2.41M -$1.7M -21,676 -40%
DFA
763
Delta Financial Advisors
Louisiana
$2.39M -$215K -2,731 -8%
DWM
764
Dorchester Wealth Management
Quebec, Canada
$2.38M -$89.5K -1,140 -3%
AAM
765
Augustine Asset Management
Florida
$2.38M -$26.8K -341 -1%
ISB
766
Iowa State Bank
Iowa
$2.37M +$137K +1,738 +6%
XT
767
XTX Topco
Cayman Islands
$2.37M +$2.09M +26,559 +562%
LFM
768
LGT Fund Management
Liechtenstein
$2.36M -$9.64M -122,700 -80%
BHWM
769
Bar Harbor Wealth Management
New Hampshire
$2.36M -$762K -9,701 -24%
SCM
770
Stevens Capital Management
Pennsylvania
$2.35M +$2.44M +31,094 New
WI
771
Wahed Invest
New York
$2.34M +$137K +1,743 +6%
OIA
772
OneDigital Investment Advisors
Kansas
$2.33M +$1.1M +14,001 +83%
ETC
773
Exchange Traded Concepts
Oklahoma
$2.33M +$208K +2,646 +9%
PAM
774
Palisade Asset Management
Minnesota
$2.33M +$9.27K +118 +0.4%
LIM
775
Leavell Investment Management
Alabama
$2.32M -$299K -3,804 -11%
29 30
31
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