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Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
976
First Horizon Advisors
Tennessee
$530K +$123K +2,222 +30%
FWP
977
FAS Wealth Partners
Kansas
$527K +$387 +7 +0.1%
GHA
978
Garcia Hamilton & Associates
Texas
$524K -$406K -7,349 -44%
TSWM
979
Triangle Securities Wealth Management
North Carolina
$522K +$71.8K +1,300 +16%
GRP
980
Global Retirement Partners
California
$522K +$112K +2,021 +27%
S
981
SignatureFD
Georgia
$518K +$514K +9,302 New
WI
982
WrapManager Inc
California
$516K +$108K +1,950 +27%
RCAMU
983
Rothschild & Co Asset Management US
Connecticut
$511K -$132K -2,383 -21%
FNB
984
Farmers National Bank
Kentucky
$511K -$68.9K -1,247 -11%
EFSCE
985
Enterprise Financial Services Corp (EFSC)
Missouri
$509K -$122K -2,208 -19%
SGI
986
Summit Global Investments
Utah
$508K +$504K +9,120 New
PAM
987
Private Asset Management
California
$508K -$55.2K -999 -10%
CFA
988
Carroll Financial Associates
North Carolina
$506K +$10.9K +198 +2%
BL
989
Balentine LLC
Georgia
$505K +$38.8K +703 +8%
MCWS
990
McKinley Carter Wealth Services
West Virginia
$502K -$9.23K -167 -2%
LWM
991
Lenox Wealth Management
Ohio
$500K +$360K +6,511 +265%
HCM
992
Horan Capital Management
Maryland
$500K +$496K +8,977 New
SAM
993
Solaris Asset Management
New York
$499K – – –
WPW
994
Waldron Private Wealth
Pennsylvania
$496K +$235K +4,246 +91%
TH
995
TCTC Holdings
Texas
$493K – – –
NDSI
996
Newman Dignan & Sheerar Inc
Rhode Island
$492K -$71.5K -1,294 -13%
FIM
997
Frontier Investment Management
Texas
$492K +$9.95K +180 +2%
ANB
998
Amarillo National Bank
Texas
$491K – – –
CL
999
Choreo LLC
Illinois
$489K -$30.1K -545 -6%
MSR
1000
Main Street Research
Connecticut
$484K -$8.18K -148 -2%
38 39
40
41 42