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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1001
Central Bank & Trust
Kentucky
$674K -$93K -815 -12%
TFA
1002
Toth Financial Advisory
Virginia
$665K -$550K -4,825 -45%
CP
1003
Castleview Partners
Texas
$662K +$40.5K +355 +6%
RCAG
1004
Rehmann Capital Advisory Group
Michigan
$662K -$59.3K -520 -8%
MC
1005
Merlin Capital
Rhode Island
$662K -$47.3K -415 -7%
NW
1006
Naviter Wealth
Arkansas
$661K -$2.28K -20 -0.3%
SIM
1007
Sentry Investment Management
Wisconsin
$658K -$733K -6,425 -52%
ADIM
1008
Alpha DNA Investment Management
Maryland
$653K +$667K +5,845 New
MFG
1009
MidWestOne Financial Group
Iowa
$653K -$45.1K -395 -6%
ZB
1010
Zions Bancorporation
Utah
$653K -$14.8K -130 -2%
PA
1011
Probity Advisors
Texas
$651K -$11.4K -100 -2%
IAIM
1012
International Assets Investment Management
Florida
$646K +$17.7K +155 +3%
PPC
1013
Park Place Capital
Alabama
$642K +$55.3K +485 +9%
LC
1014
Lindbrook Capital
California
$642K +$25.1K +220 +4%
HTC
1015
Haverford Trust Company
Pennsylvania
$641K +$25.1K +220 +4%
FCA
1016
Fortis Capital Advisors
Kansas
$641K +$330K +2,890 +102%
ECM
1017
EMC Capital Management
Texas
$640K -$4.97M -43,565 -88%
NAM
1018
NorthCrest Asset Manangement
Minnesota
$640K +$1.71K +15 +0.3%
SMA
1019
Sage Mountain Advisors
Georgia
$637K +$185K +1,625 +40%
SAG
1020
SageView Advisory Group
California
$637K -$2.28K -20 -0.3%
TA
1021
Tiedemann Advisors
New York
$636K -$97.5K -855 -13%
DCM
1022
Driehaus Capital Management
Illinois
$635K – – –
ECA
1023
Elevated Capital Advisors
Utah
$629K -$16.5K -145 -3%
WI
1024
WBI Investments
New Jersey
$629K +$642K +5,630 New
GA
1025
Geller Advisors
New York
$629K -$21.1K -185 -3%
39 40
41
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