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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
726
Smartleaf Asset Management
Massachusetts
$514K +$15.1K +267 +3%
HW
727
Hancock Whitney
Mississippi
$512K -$4.52K -80 -0.8%
CSPIA
728
Cary Street Partners Investment Advisory
Virginia
$509K -$199K -3,517 -27%
IB
729
Intrust Bank
Kansas
$507K -$11.3K -200 -2%
FA
730
Fiduciary Alliance
South Carolina
$506K +$56 +1 +0%
KAS
731
KPP Advisory Services
Kentucky
$505K +$209K +3,691 +63%
LBC
732
Lowe Brockenbrough & Co
Virginia
$505K -$11.3K -200 -2%
SI
733
Shaker Investments
Ohio
$504K -$537K -9,500 -50%
GCM
734
Gables Capital Management
Florida
$504K – – –
CFO
735
Callan Family Office
Pennsylvania
$503K +$536K +9,483 New
WCM
736
Windward Capital Management
California
$502K -$49K -867 -8%
CA
737
Cornerstone Advisory
Maryland
$500K +$2.83K +50 +0.6%
TPCW
738
TD Private Client Wealth
New York
$500K +$282 +5 +0.1%
HI
739
Horizon Investments
North Carolina
$500K +$23.6K +418 +5%
LFAS
740
Level Four Advisory Services
Texas
$499K +$1.7K +30 +0.3%
CPCPP
741
Canada Post Corporation Pension Plan
Canada
$499K +$532K +9,410 New
MPCG
742
Matrix Private Capital Group
New York
$499K – – –
TTWM
743
TCV Trust & Wealth Management
Virginia
$497K – – –
SVWAG
744
Sound View Wealth Advisors Group
Georgia
$497K +$1.64K +29 +0.3%
SL
745
SWMG LLC
Texas
$496K +$2.09K +37 +0.4%
PCP
746
Proficio Capital Partners
Massachusetts
$492K +$276K +4,884 +111%
JCIA
747
Jackson Creek Investment Advisors
Colorado
$488K -$15.3K -270 -3%
BC
748
Bridgefront Capital
Texas
$486K +$517K +9,152 New
EWA
749
EverSource Wealth Advisors
Alabama
$476K +$16.2K +286 +3%
WWA
750
Wisconsin Wealth Advisors
Wisconsin
$472K +$503K +8,897 New
28 29
30
31 32