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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
526
Morton Capital Management
California
$244K – – –
LIM
527
Leavell Investment Management
Alabama
$242K +$226K +8,417 New
LI
528
LRI Investments
Florida
$239K -$3.25K -121 -1%
ACA
529
Aptus Capital Advisors
Alabama
$238K -$48.3K -1,796 -18%
NRC
530
New Republic Capital
North Carolina
$237K +$221K +8,236 New
TPI
531
Trust Point Inc
Wisconsin
$236K +$220K +8,182 New
PPC
532
Park Place Capital
Alabama
$232K -$4.41K -164 -2%
HNB
533
Huntington National Bank
Ohio
$232K +$20.7K +771 +11%
IPW
534
Intergy Private Wealth
Colorado
$231K +$216K +8,020 New
DA
535
Denali Advisors
California
$229K -$117K -4,358 -35%
HPM
536
Hoxton Planning & Management
West Virginia
$228K +$213K +7,933 New
JWCA
537
J.W. Cole Advisors
Florida
$228K -$32.1K -1,195 -13%
FCBT
538
First Citizens Bank & Trust
North Carolina
$228K +$213K +7,921 New
AIP
539
Almanack Investment Partners
Pennsylvania
$227K +$212K +7,899 New
DWP
540
Daymark Wealth Partners
Ohio
$227K -$1.13K -42 -0.5%
BFS
541
Bradley Foster & Sargent
Connecticut
$227K -$5.14K -191 -2%
ICP
542
Impact Capital Partners
Colorado
$226K -$2.18K -81 -1%
MPI
543
Mairs & Power Inc
Minnesota
$225K -$9.28K -345 -4%
CRC
544
Curi RMB Capital
Illinois
$224K +$210K +7,798 New
DWA
545
Douglass Winthrop Advisors
New York
$224K -$30.9K -1,150 -13%
BEAM
546
Baker Ellis Asset Management
Washington
$224K – – –
APM
547
a16z Perennial Management
California
$222K +$207K +7,710 New
EBA
548
Eagle Bay Advisors
New York
$221K -$32.3K -1,201 -14%
RW
549
Rede Wealth
Virginia
$221K +$207K +7,693 New
NP
550
NorthRock Partners
Minnesota
$219K +$204K +7,596 New
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