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Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1126
Monarch Capital Management
Indiana
$330K – – –
FMWA
1127
Forvis Mazars Wealth Advisors
Missouri
$330K +$42.9K +746 +16%
SC
1128
Savant Capital
Illinois
$329K -$23.6K -411 -7%
MCM
1129
Manchester Capital Management
Vermont
$328K – – –
TIA
1130
Tiemann Investment Advisors
California
$327K -$11.5K -200 -4%
LFAS
1131
Level Four Advisory Services
Texas
$326K -$143K -2,496 -32%
LW
1132
Linscomb Wealth
Texas
$326K -$23K -400 -7%
CRC
1133
Curi RMB Capital
Illinois
$322K -$5.8M -100,960 -95%
CB
1134
Cadence Bank
Mississippi
$321K +$295K +5,129 New
PHAM
1135
Palisades Hudson Asset Management
Florida
$320K – – –
Lido Advisors
1136
Lido Advisors
California
$320K +$1.61K +28 +0.5%
FPCP
1137
Fort Point Capital Partners
California
$320K +$31.9K +555 +12%
KP
1138
Keel Point
Alabama
$319K -$268K -4,666 -48%
PMG
1139
ProVise Management Group
Florida
$319K -$10.5K -182 -3%
JFGIW
1140
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$318K -$2.24K -39 -0.8%
BHIA
1141
Birch Hill Investment Advisors
Massachusetts
$317K -$95.4K -1,660 -25%
LCM
1142
Lee Capital Management
New York
$313K – – –
CAW
1143
Cornerstone Advisors (Washington)
Washington
$310K +$1.67K +29 +0.6%
AF
1144
Alerus Financial
North Dakota
$310K +$285K +4,951 New
DMC
1145
Drexel Morgan & Co
Pennsylvania
$309K – – –
CA
1146
Cornerstone Advisory
Maryland
$307K – – –
VRS
1147
Virginia Retirement Systems
Virginia
$306K -$17.2K -300 -6%
YMRC
1148
Yorktown Management & Research Company
Virginia
$306K – – –
NPA
1149
Nichols & Pratt Advisers
Massachusetts
$304K – – –
HPWM
1150
Highland Private Wealth Management
Washington
$302K +$5.58K +97 +2%