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NTAP

Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
651
Stonehage Fleming Financial Services
Jersey
$151K – – –
SIM
652
Synergy Investment Management
Florida
$149K +$148K +1,457 New
ANBT
653
American National Bank & Trust
Texas
$144K +$37.1K +366 +35%
UB
654
UMB Bank
Missouri
$143K -$15.7K -155 -10%
EP
655
Essential Partners
California
$137K -$80.8K -796 -37%
NRG
656
Nemes Rush Group
Michigan
$133K – – –
PWPS
657
Pinnacle Wealth Planning Services
Ohio
$127K +$913 +9 +0.7%
OP
658
Oslo Pensjonsforsikring
$126K +$125K +1,227 New
MCM
659
MV Capital Management
Maryland
$123K -$203 -2 -0.2%
WTC
660
WhitTier Trust Company
Nevada
$113K +$3.04K +30 +3%
SA
661
Strategic Advocates
Utah
$105K -$1.07M -10,530 -91%
WT
662
Whittier Trust
California
$105K -$32.2K -317 -23%
SWP
663
Strategic Wealth Partners
Ohio
$104K -$406 -4 -0.4%
LSA
664
Leonteq Securities AG
Switzerland
$103K +$4.16K +41 +4%
HI
665
Harbour Investments
Wisconsin
$103K +$29.6K +292 +41%
AUB
666
Atlantic Union Bankshares
Virginia
$103K +$304 +3 +0.3%
LG
667
LAM Group
Oregon
$102K +$101K +1,000 New
AAP
668
Arax Advisory Partners
Colorado
$101K +$63.4K +625 +368%
DWP
669
Destiny Wealth Partners
Florida
$101K +$99.7K +982 New
AC
670
AlphaCore Capital
California
$98.6K -$14.8K -146 -13%
HWA
671
HHM Wealth Advisors
Tennessee
$96.8K – – –
CFD
672
Creative Financial Designs
Indiana
$93.5K -$1.32K -13 -1%
EB
673
Eastern Bank
Massachusetts
$90.1K – – –
SWM
674
Spire Wealth Management
Virginia
$89.7K -$60.6K -597 -41%
HFM
675
Hartford Financial Management
Connecticut
$87.3K – – –
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