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Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
801
Heartland Bank & Trust
Illinois
$276K -$17K -135 -6%
CT
802
Coastline Trust
Rhode Island
$276K – – –
ECG
803
Edge Capital Group
Georgia
$276K +$25.2K +200 +10%
KOCAA
804
Knights of Columbus Asset Advisors
Connecticut
$276K +$277K +2,199 New
JF
805
JSF Financial
California
$274K +$28.5K +226 +12%
VWA
806
V Wealth Advisors
Kansas
$273K – – –
AWA
807
Aaron Wealth Advisors
Illinois
$271K -$6.17K -49 -2%
GG
808
Gofen & Glossberg
Illinois
$271K +$78.1K +620 +40%
ST
809
Smithfield Trust
Pennsylvania
$270K -$12.6K -100 -4%
PFA
810
Pinnacle Family Advisors
Missouri
$269K – – –
CFG
811
Citizens Financial Group
Rhode Island
$268K +$41.5K +329 +18%
MWM
812
Merriman Wealth Management
Washington
$267K – – –
IWM
813
IHT Wealth Management
Illinois
$267K +$28.7K +228 +12%
FHA
814
First Horizon Advisors
Tennessee
$266K +$16.3K +129 +6%
HI
815
Humankind Investments
New York
$265K +$266K +2,114 New
RG
816
Renaissance Group
Kentucky
$262K – – –
DY
817
Dowling & Yahnke
California
$261K +$262K +2,082 New
NL
818
NWAM LLC
Washington
$259K +$36K +286 +16%
WCM
819
Windward Capital Management
California
$257K -$18.8K -149 -7%
IFO
820
Independent Family Office
New York
$251K -$110K -875 -44%
BP
821
Ballentine Partners
Massachusetts
$248K +$9.45K +75 +4%
SB
822
Sunflower Bank
Texas
$247K +$9.2K +73 +4%
HH
823
Hilltop Holdings
Texas
$245K -$630 -5 -0.3%
OPS
824
Orion Portfolio Solutions
Nebraska
$244K -$30K -238 -11%
MGIM
825
M&G Investment Management
United Kingdom
$244K -$17.3K -137 -7%
31 32
33
34 35