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Name Holding Trade Value Shares
Change 		Change in
Stake
AUB
726
Atlantic Union Bankshares
Virginia
$4.56M -$106K -2,513 -2%
SFI
727
Siemens Fonds Invest
Germany
$4.55M +$17.8K +423 +0.4%
FNBOO
728
First National Bank of Omaha
Nebraska
$4.55M -$1.51M -35,836 -24%
SWM
729
Silverlake Wealth Management
Vermont
$4.54M +$74.5K +1,767 +2%
ACM
730
Altrius Capital Management
North Carolina
$4.5M -$211 -5 -0%
SF
731
Symphony Financial
Texas
$4.5M -$269K -6,367 -5%
GIP
732
Greatmark Investment Partners
Georgia
$4.49M +$139K +3,300 +3%
TCOV
733
Trust Company of Vermont
Vermont
$4.48M -$321K -7,602 -6%
DWM
734
Diversify Wealth Management
Utah
$4.48M +$1.55M +36,704 +45%
HSA
735
HBK Sorce Advisory
Pennsylvania
$4.48M +$821K +19,462 +21%
RDWM
736
Red Door Wealth Management
Tennessee
$4.47M +$231K +5,480 +5%
SAM
737
Synergy Asset Management
Washington
$4.47M +$2.42M +57,275 +119%
SAM
738
Sompo Asset Management
Japan
$4.47M -$223K -5,290 -5%
JSSH
739
J. Safra Sarasin Holding
$4.45M +$3.15M +74,648 +204%
PIM
740
Plato Investment Management
Australia
$4.44M -$144K -3,411 -3%
NSAM
741
North Star Asset Management
Wisconsin
$4.42M -$456K -10,798 -9%
PA
742
Perennial Advisors
New York
$4.42M +$4.66M +110,410 New
WPIC
743
White Pine Investment Company
Michigan
$4.41M -$143K -3,397 -3%
JFGIW
744
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.39M -$181K -4,288 -4%
BHPW
745
Beverly Hills Private Wealth
California
$4.36M -$181K -4,286 -4%
IEFM
746
IQ EQ Fund Management
Ireland
$4.36M -$94.4K -2,238 -2%
FBT
747
First Bank & Trust
South Dakota
$4.35M -$70.8K -1,678 -2%
BFIC
748
Bedell Frazier Investment Counselling
California
$4.35M +$149K +3,532 +3%
IAN
749
Integrated Advisors Network
Texas
$4.34M -$114K -2,703 -2%
GWMIA
750
Global Wealth Management Investment Advisory
Florida
$4.33M +$4.57M +108,358 New
28 29
30
31 32