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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
701
Chesapeake Asset Management
New York
$603K +$155K +729 +32%
TC
702
Tannin Capital
North Carolina
$603K +$12.4K +58 +2%
EW
703
Expressive Wealth
Illinois
$600K +$9.16K +43 +1%
CA
704
Clearstead Advisors
Ohio
$599K -$9.16K -43 -1%
NB
705
NBT Bank
New York
$596K -$31.1K -146 -5%
WA
706
Waverly Advisors
Alabama
$591K -$43.5K -204 -7%
PFPG
707
Pinnacle Financial Partners (Georgia)
Georgia
$590K +$42.4K +199 +7%
SAM
708
Strategy Asset Managers
California
$589K -$34.1K -160 -5%
FB
709
Fulton Bank
Pennsylvania
$587K +$58.2K +273 +10%
JIC
710
Johnson Investment Counsel
Ohio
$586K -$213 -1 -0%
HPBT
711
Hickory Point Bank & Trust
Illinois
$585K -$2.13K -10 -0.3%
AG
712
Ascent Group
Virginia
$583K – – –
IA
713
IFG Advisory
Georgia
$583K +$616K +2,892 New
WIA
714
World Investment Advisors
California
$580K -$426 -2 -0.1%
SAM
715
Smartleaf Asset Management
Massachusetts
$568K – – –
MWM
716
Modern Wealth Management
Kansas
$567K +$20.2K +95 +3%
ICP
717
Impact Capital Partners
Colorado
$564K -$56.7K -266 -9%
FHC
718
First Horizon Corporation
Tennessee
$560K +$37.7K +177 +7%
GWP
719
Gateway Wealth Partners
Wisconsin
$559K -$97.4K -457 -14%
PPWP
720
Premier Path Wealth Partners
New Jersey
$557K +$42.4K +199 +8%
MF
721
Magnetar Financial
Illinois
$556K -$1.02M -4,781 -63%
FIM
722
FWL Investment Management
Texas
$553K -$3.41K -16 -0.6%
PW
723
PUREfi Wealth
Massachusetts
$552K +$129K +607 +28%
VA
724
VestGen Advisors
Illinois
$545K -$18.1K -85 -3%
WPA
725
West Paces Advisors
Georgia
$544K +$63.9K +300 +13%
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