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Name Holding Trade Value Shares
Change 		Change in
Stake
WT
526
Whittier Trust
California
$391K +$13.1K +246 +3%
FNT
527
First Nebraska Trust
Nebraska
$390K -$2.56K -48 -0.7%
FWP
528
FAS Wealth Partners
Kansas
$389K -$9.02K -169 -2%
VWA
529
V Wealth Advisors
Kansas
$384K +$10K +188 +3%
NA
530
NewEdge Advisors
Louisiana
$369K +$23.8K +446 +7%
WP
531
WMS Partners
Maryland
$367K – – –
FIM
532
Freedom Investment Management
Connecticut
$367K +$366K +6,860 New
TBA
533
Tower Bridge Advisors
Pennsylvania
$362K – – –
IC
534
InterOcean Capital
Illinois
$359K -$13K -243 -3%
ZB
535
Zions Bancorporation
Utah
$359K -$12K -224 -3%
GCM
536
Gator Capital Management
Florida
$355K +$354K +6,641 New
POIA
537
Pin Oak Investment Advisors
Texas
$354K +$354K +6,627 New
BC
538
Brinker Capital
Pennsylvania
$352K +$20K +374 +6%
SEC
539
Seven Eight Capital
New York
$347K +$347K +6,498 New
WG
540
Winton Group
United Kingdom
$345K -$247K -4,622 -42%
SB
541
Simmons Bank
Arkansas
$344K – – –
WPC
542
White Pine Capital
Minnesota
$343K – – –
MHIC
543
Marble Harbor Investment Counsel
Massachusetts
$342K – – –
SHA
544
Seneca House Advisors
Virginia
$341K +$340K +6,377 New
OCM
545
Orser Capital Management
Texas
$340K +$305K +5,713 New
JIM
546
Jupiter Investment Management
United Kingdom
$339K +$339K +6,344 New
OCM
547
One Capital Management
California
$330K -$28.2K -529 -8%
UR
548
USCA RIA
Texas
$325K +$325K +6,085 New
RHJA
549
Rice Hall James & Associates
California
$321K – – –
IWM
550
IHT Wealth Management
Illinois
$321K +$102K +1,906 +51%
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