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Name Holding Trade Value Shares
Change 		Change in
Stake
SS
926
Sunbelt Securities
Texas
$250K – – –
FMB
927
Field & Main Bank
Kentucky
$249K +$3.47K +15 +1%
WH
928
Willner & Heller
California
$249K – – –
RG
929
Rathbones Group
United Kingdom
$248K – – –
LA
930
Lifeworks Advisors
Michigan
$247K -$26.8K -116 -10%
AHL
931
Abel Hall LLC
Louisiana
$247K +$7.86K +34 +3%
WRPWM
932
Werba Rubin Papier Wealth Management
California
$246K +$20.4K +88 +9%
DWP
933
Daymark Wealth Partners
Ohio
$245K -$2.08K -9 -0.8%
AOWM
934
Asset One Wealth Management
Washington
$244K +$249K +1,076 New
IAS
935
Integrity Advisory Solutions
Texas
$244K -$59.4K -257 -19%
TL
936
Tradewinds LLC
North Carolina
$243K +$925 +4 +0.4%
SPC
937
Spirepoint Private Client
Florida
$241K +$31K +134 +14%
LFAS
938
Level Four Advisory Services
Texas
$240K -$48.8K -211 -17%
OCBCO
939
Oversea-Chinese Banking Corp (OCBC)
Singapore
$240K +$244K +1,054 New
EH
940
Equitable Holdings
New York
$238K -$33.1K -143 -12%
GIA
941
GHP Investment Advisors
Colorado
$236K – – –
CT
942
Colonial Trust
South Carolina
$235K -$3.24K -14 -1%
HWA
943
Heartwood Wealth Advisors
Virginia
$233K -$3.47K -15 -1%
BB
944
Busey Bank
Illinois
$231K -$1.39K -6 -0.6%
LW
945
Linscomb Wealth
Texas
$231K – – –
FWP
946
FAS Wealth Partners
Kansas
$231K +$12.3K +53 +6%
PCP
947
Perbak Capital Partners
United Kingdom
$230K -$729K -3,150 -76%
WF
948
Wayfinding Financial
Washington
$230K +$1.16K +5 +0.5%
WB
949
WesBanco Bank
West Virginia
$229K -$1.62K -7 -0.7%
CIM
950
Capital Investment Management
Missouri
$228K +$232K +1,004 New
36 37
38
39 40