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Name Holding Trade Value Shares
Change 		Change in
Stake
PBO
1101
Peoples Bank (Ohio)
Ohio
$227K -$46.4K -636 -18%
VWM
1102
Venturi Wealth Management
Texas
$225K +$10.4K +142 +5%
KIA
1103
KCM Investment Advisors
California
$224K -$9.71K -133 -5%
FWP
1104
Firethorn Wealth Partners
Georgia
$224K +$204K +2,794 New
XF
1105
XML Financial
Maryland
$224K +$204K +2,791 New
VAS
1106
Vestmark Advisory Solutions
Massachusetts
$222K +$202K +2,767 New
BIM
1107
Bridges Investment Management
Nebraska
$222K -$14.6K -200 -7%
AAIS
1108
ABN AMRO Investment Solutions
$222K +$202K +2,766 New
ZIM
1109
Zacks Investment Management
Illinois
$221K +$202K +2,761 New
RHP
1110
Royal Harbor Partners
Texas
$221K +$202K +2,761 New
RWM
1111
Rench Wealth Management
Texas
$221K -$105K -1,441 -34%
CP
1112
Covenant Partners
Tennessee
$221K +$201K +2,757 New
EWM
1113
Evercore Wealth Management
New York
$220K -$29.6K -406 -13%
AC
1114
Allstate Corporation
Illinois
$219K -$8.54K -117 -4%
CCP
1115
Clarkston Capital Partners
Michigan
$219K +$200K +2,734 New
ATI
1116
ARK & TLK Investments
Oklahoma
$219K -$54.7K -750 -22%
CASC
1117
Coppell Advisory Solutions Corp
Texas
$218K +$199K +2,722 New
PB
1118
Pinnacle Bancorp
Nebraska
$218K – – –
BFAG
1119
Blackston Financial Advisory Group
Florida
$218K -$277K -3,789 -58%
CAMG
1120
CWA Asset Management Group
Florida
$218K +$198K +2,715 New
SFG
1121
Sovereign Financial Group
Connecticut
$218K +$198K +2,714 New
LWMG
1122
Levy Wealth Management Group
Pennsylvania
$217K – – –
CPP
1123
Capasso Planning Partners
South Carolina
$216K +$197K +2,699 New
HCM
1124
Highlander Capital Management
New Jersey
$215K – – –
MAG
1125
Mayfair Advisory Group
Alabama
$215K +$195K +2,676 New
43 44
45
46 47