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Name Holding Trade Value Shares
Change 		Change in
Stake
NB
701
NBT Bank
New York
$596K -$31.1K -146 -5%
WA
702
Waverly Advisors
Alabama
$591K -$43.5K -204 -7%
PFPG
703
Pinnacle Financial Partners (Georgia)
Georgia
$590K +$42.4K +199 +7%
SAM
704
Strategy Asset Managers
California
$589K -$34.1K -160 -5%
FB
705
Fulton Bank
Pennsylvania
$587K +$58.2K +273 +10%
JIC
706
Johnson Investment Counsel
Ohio
$586K -$213 -1 -0%
HPBT
707
Hickory Point Bank & Trust
Illinois
$585K -$2.13K -10 -0.3%
AG
708
Ascent Group
Virginia
$583K – – –
IA
709
IFG Advisory
Georgia
$583K +$616K +2,892 New
WIA
710
World Investment Advisors
California
$580K -$426 -2 -0.1%
SAM
711
Smartleaf Asset Management
Massachusetts
$568K – – –
MWM
712
Modern Wealth Management
Kansas
$567K +$20.2K +95 +3%
ICP
713
Impact Capital Partners
Colorado
$564K -$56.7K -266 -9%
FHC
714
First Horizon Corporation
Tennessee
$560K +$37.7K +177 +7%
GWP
715
Gateway Wealth Partners
Wisconsin
$559K -$97.4K -457 -14%
PPWP
716
Premier Path Wealth Partners
New Jersey
$557K +$42.4K +199 +8%
MF
717
Magnetar Financial
Illinois
$556K -$1.02M -4,781 -63%
FIM
718
FWL Investment Management
Texas
$553K -$3.41K -16 -0.6%
PW
719
PUREfi Wealth
Massachusetts
$552K +$129K +607 +28%
VA
720
VestGen Advisors
Illinois
$545K -$18.1K -85 -3%
WPA
721
West Paces Advisors
Georgia
$544K +$63.9K +300 +13%
PWP
722
Principle Wealth Partners
Connecticut
$542K – – –
IFG
723
Independent Financial Group
California
$541K -$6.18K -29 -1%
EWA
724
EverSource Wealth Advisors
Alabama
$541K -$179K -841 -24%
BTWM
725
Baker Tilly Wealth Management
Wisconsin
$541K -$47.9K -225 -8%
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29
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