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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
401
Bridgefront Capital
Texas
$586K +$649K +3,803 New
SW
402
SlateStone Wealth
Florida
$575K -$56.8K -333 -8%
TPI
403
Trust Point Inc
Wisconsin
$569K -$9.21K -54 -1%
CA
404
Clearstead Advisors
Ohio
$565K +$61.7K +362 +11%
JIC
405
Johnson Investment Counsel
Ohio
$564K -$23.2K -136 -4%
TH
406
TCTC Holdings
Texas
$549K – – –
AWM
407
Angeles Wealth Management
California
$549K +$81.7K +479 +16%
CNBT
408
Canandaigua National Bank & Trust
New York
$543K +$601K +3,522 New
FCP
409
Fidelis Capital Partners
Florida
$538K -$160K -936 -21%
BBHC
410
Brown Brothers Harriman & Co
New York
$533K +$98.6K +578 +20%
BTI
411
Blue Trust Inc
Georgia
$528K -$16.4K -96 -3%
IAS
412
Insigneo Advisory Services
Florida
$525K +$48.6K +285 +9%
SRC
413
Sage Rhino Capital
California
$524K +$3.41K +20 +0.6%
BAM
414
Blueshift Asset Management
New Jersey
$523K +$50.5K +296 +10%
TP
415
TritonPoint Partners
Maryland
$522K +$578K +3,388 New
MWM
416
Modera Wealth Management
New Jersey
$522K -$61.1K -358 -10%
RCAG
417
Rehmann Capital Advisory Group
Michigan
$521K +$16.2K +95 +3%
LA
418
LVW Advisors
New York
$521K -$16.7K -98 -3%
HCMG
419
Howard Capital Management Group
California
$520K – – –
MWM
420
Meridian Wealth Management
Kentucky
$520K +$1.19K +7 +0.2%
ST
421
Sentinel Trust
Texas
$519K -$24.4K -143 -4%
AWM
422
Apollon Wealth Management
South Carolina
$516K -$41.6K -244 -7%
GT
423
Greenleaf Trust
Michigan
$513K +$40.1K +235 +8%
IB
424
Intrust Bank
Kansas
$510K -$146K -858 -21%
AF
425
Allworth Financial
California
$509K +$8.19K +48 +1%
15 16
17
18 19