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Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
1776
Itau Unibanco Holding S.A.
Brazil
$306K +$12.7K +115 +4%
CSM
1777
CAMG Solamere Management
North Carolina
$304K -$2.32K -21 -0.8%
HIC
1778
Harvey Investment Company
Kentucky
$304K – – –
LC
1779
LCNB Corp
Ohio
$303K +$14.2K +129 +5%
KA
1780
Klingman & Associates
New York
$303K +$294K +2,658 New
HMS
1781
Hanseatic Management Services
New Mexico
$302K – – –
AWE
1782
Avidian Wealth Enterprises
Texas
$302K +$3.2K +29 +1%
1WA
1783
180 Wealth Advisors
Washington
$302K +$293K +2,650 New
LBG
1784
Lloyds Banking Group
United Kingdom
$301K – – –
BWM
1785
Buckley Wealth Management
Nevada
$301K +$292K +2,644 New
PL
1786
Plancorp LLC
Missouri
$300K -$8.61K -78 -3%
HAIM
1787
Hunter Associates Investment Management
Pennsylvania
$299K +$62.3K +564 +27%
FRM
1788
Fox Run Management
Connecticut
$298K -$275K -2,487 -49%
CBN
1789
Cadence Bank NA
Texas
$298K +$3.09K +28 +1%
NFC
1790
Northeast Financial Consultants
Connecticut
$298K +$56.1K +508 +24%
RT
1791
Rockland Trust
Massachusetts
$297K +$288K +2,608 New
CPO
1792
Cerity Partners OCIO
New York
$296K +$221 +2 +0.1%
CMBA
1793
C.M. Bidwell & Associates
Hawaii
$295K +$14.9K +135 +5%
BCM
1794
BTC Capital Management
Iowa
$295K +$37.1K +336 +15%
RFO
1795
RiverGlades Family Offices
Florida
$295K +$285K +2,585 New
WAM
1796
Winslow Asset Management
Ohio
$291K – – –
DAM
1797
Delta Asset Management
Tennessee
$288K +$88.6K +802 +47%
HFP
1798
Holistic Financial Partners
Indiana
$288K +$279K +2,522 New
GCA
1799
Gideon Capital Advisors
New York
$288K +$279K +2,530 New
CBA
1800
Coastal Bridge Advisors
Connecticut
$287K -$10.7K -97 -4%
70 71
72
73 74