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Name Holding Trade Value Shares
Change 		Change in
Stake
UB
526
UMB Bank
Missouri
$871K – – –
PA
527
PFW Advisors
Georgia
$868K +$7.8K +180 +0.8%
NB
528
Norinchukin Bank
Japan
$867K -$1.11M -25,735 -55%
USCWA
529
U.S. Capital Wealth Advisors
Texas
$864K -$275K -6,340 -23%
PCIA
530
Prime Capital Investment Advisors
Kansas
$858K +$28.2K +650 +3%
ST
531
Sabal Trust
Florida
$857K +$21.9K +505 +2%
MAM
532
MWA Asset Management
Massachusetts
$855K +$913K +21,065 New
TW
533
TrinityPoint Wealth
Connecticut
$855K -$10.2K -235 -1%
BSB
534
Bangor Savings Bank
Maine
$850K +$4.55K +105 +0.5%
KA
535
Kintegral Advisory
New York
$850K -$433 -10 -0%
WWM
536
Western Wealth Management
Colorado
$847K +$34K +785 +4%
FFA
537
Fortune Financial Advisors
Kansas
$841K +$12.1K +280 +1%
CFGS
538
Concourse Financial Group Securities
Alabama
$838K +$43.8K +1,010 +5%
SAM
539
Summit Asset Management
Tennessee
$830K – – –
BFPW
540
BOK Financial Private Wealth
Colorado
$828K +$854K +19,705 +2,877%
PA
541
Procyon Advisors
Connecticut
$816K +$27.7K +640 +3%
UH
542
Unigestion Holding
Switzerland
$815K +$270K +6,230 +45%
SI
543
Scharf Investments
California
$811K +$16.5K +380 +2%
CIP
544
Capital Insight Partners
Arizona
$810K -$187K -4,320 -18%
KRSITF
545
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$797K -$1.73K -40 -0.2%
DAM
546
Deltec Asset Management
New York
$792K – – –
BFG
547
Bleakley Financial Group
New Jersey
$790K +$13K +300 +2%
SS
548
Simplicity Solutions
Minnesota
$790K +$65.2K +1,505 +8%
EF
549
Empirical Finance
Pennsylvania
$789K +$70.6K +1,630 +9%
LOPW
550
Live Oak Private Wealth
North Carolina
$772K +$14.3K +330 +2%
20 21
22
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