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Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
601
First Citizens Bank & Trust
North Carolina
$6.43M +$1.06M +26,344 +21%
KIC
602
Keating Investment Counselors
Florida
$6.43M -$415K -10,291 -6%
HAG
603
HighPoint Advisor Group
Illinois
$6.41M +$320K +7,931 +5%
BHWA
604
Beacon Harbor Wealth Advisors
Virginia
$6.4M +$3.55M +88,032 +137%
KA
605
Kintegral Advisory
New York
$6.4M -$19.2K -475 -0.3%
RAM
606
Rempart Asset Management
Canada
$6.36M +$4.48M +111,115 +274%
KFP
607
KMG Fiduciary Partners
Ohio
$6.33M -$566K -14,031 -9%
EF
608
Empirical Finance
Pennsylvania
$6.33M +$207K +5,128 +4%
WTC
609
WhitTier Trust Company
Nevada
$6.31M +$119K +2,943 +2%
MA
610
Mutual Advisors
Nebraska
$6.24M -$2.28M -56,440 -28%
RWM
611
Ritholtz Wealth Management
New York
$6.22M +$1.14M +28,156 +23%
SWM
612
Stockman Wealth Management
Montana
$6.21M +$170K +4,220 +3%
GFG
613
Greystone Financial Group
Michigan
$6.2M -$165K -4,089 -3%
SLWA
614
San Luis Wealth Advisors
California
$6.14M -$489K -12,123 -8%
M
615
MOTCO
Texas
$6.14M -$34.8K -863 -0.6%
AF
616
Allworth Financial
California
$6.13M +$968K +24,011 +20%
CW
617
CreativeOne Wealth
Kansas
$6.07M +$2.06M +51,163 +55%
SGC
618
Slocum, Gordon & Co
Rhode Island
$6M +$1.25M +30,935 +28%
ECM
619
Everence Capital Management
Indiana
$5.99M – – –
EH
620
Equitable Holdings
New York
$5.93M +$103K +2,545 +2%
FIA
621
Foundations Investment Advisors
Arizona
$5.93M +$112K +2,769 +2%
FSG
622
Financial Strategies Group
Michigan
$5.89M +$966K +23,960 +20%
AAIM
623
American Assets Investment Management
California
$5.87M – – –
MCC
624
Money Concepts Capital
Florida
$5.87M -$784K -19,435 -12%
BAM
625
Bell Asset Management
Australia
$5.84M -$1.07M -26,446 -16%
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