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Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
1076
Fidelis Capital Partners
Florida
$242K -$235K -3,224 -52%
WIA
1077
Westbourne Investment Advisors
Maryland
$241K – – –
CCB
1078
Country Club Bank
Missouri
$241K – – –
FC
1079
Fulcrum Capital
Washington
$241K – – –
MIM
1080
Merrion Investment Management
New Jersey
$241K – – –
JPWM
1081
Jamison Private Wealth Management
Georgia
$240K +$365 +5 +0.2%
NP
1082
Nilsine Partners
Colorado
$240K +$219K +2,995 New
EFG
1083
Embree Financial Group
Illinois
$239K -$18.5K -253 -8%
HIC
1084
Holderness Investments Company
North Carolina
$238K – – –
PNC
1085
Park National Corp
Ohio
$237K – – –
FFB
1086
First Financial Bankshares
Texas
$234K -$12.4K -170 -6%
WA
1087
Waverly Advisors
Alabama
$234K +$213K +2,918 New
LWCFA
1088
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$233K – – –
FNBTCON
1089
First National Bank & Trust Co of Newtown
Pennsylvania
$233K – – –
EW
1090
Evoke Wealth
California
$230K +$209K +2,866 New
UCB
1091
United Community Bank
South Carolina
$230K +$1.68K +23 +0.8%
RFA
1092
Register Financial Advisors
Georgia
$229K +$209K +2,859 New
SWA
1093
Stratos Wealth Advisors
Ohio
$229K -$58.7K -804 -22%
RMC
1094
Resources Management Corp
Connecticut
$229K – – –
EFSCE
1095
Enterprise Financial Services Corp (EFSC)
Missouri
$229K – – –
GWM
1096
Glass Wealth Management
Texas
$229K +$208K +2,851 New
ACM
1097
Allred Capital Management
Texas
$228K +$208K +2,848 New
LWL
1098
Leo Wealth LLC
Texas
$228K +$208K +2,850 New
NCM
1099
Novare Capital Management
North Carolina
$228K +$207K +2,841 New
GWP
1100
Gen-Wealth Partners
Michigan
$227K +$207K +2,834 New
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