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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
976
Sterling Capital Management
North Carolina
$532K +$527K +9,539 New
FHA
977
First Horizon Advisors
Tennessee
$530K +$123K +2,222 +30%
FWP
978
FAS Wealth Partners
Kansas
$527K +$387 +7 +0.1%
GHA
979
Garcia Hamilton & Associates
Texas
$524K -$406K -7,349 -44%
TSWM
980
Triangle Securities Wealth Management
North Carolina
$522K +$71.8K +1,300 +16%
GRP
981
Global Retirement Partners
California
$522K +$112K +2,021 +27%
S
982
SignatureFD
Georgia
$518K +$514K +9,302 New
WI
983
WrapManager Inc
California
$516K +$108K +1,950 +27%
RCAMU
984
Rothschild & Co Asset Management US
Connecticut
$511K -$132K -2,383 -21%
FNB
985
Farmers National Bank
Kentucky
$511K -$68.9K -1,247 -11%
EFSCE
986
Enterprise Financial Services Corp (EFSC)
Missouri
$509K -$122K -2,208 -19%
SGI
987
Summit Global Investments
Utah
$508K +$504K +9,120 New
PAM
988
Private Asset Management
California
$508K -$55.2K -999 -10%
CFA
989
Carroll Financial Associates
North Carolina
$506K +$10.9K +198 +2%
BL
990
Balentine LLC
Georgia
$505K +$38.8K +703 +8%
MCWS
991
McKinley Carter Wealth Services
West Virginia
$502K -$9.23K -167 -2%
LWM
992
Lenox Wealth Management
Ohio
$500K +$360K +6,511 +265%
HCM
993
Horan Capital Management
Maryland
$500K +$496K +8,977 New
SAM
994
Solaris Asset Management
New York
$499K – – –
WPW
995
Waldron Private Wealth
Pennsylvania
$496K +$235K +4,246 +91%
TH
996
TCTC Holdings
Texas
$493K – – –
NDSI
997
Newman Dignan & Sheerar Inc
Rhode Island
$492K -$71.5K -1,294 -13%
FIM
998
Frontier Investment Management
Texas
$492K +$9.95K +180 +2%
ANB
999
Amarillo National Bank
Texas
$491K – – –
CL
1000
Choreo LLC
Illinois
$489K -$30.1K -545 -6%
38 39
40
41 42