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Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
1076
Stoneridge Investment Partners
Pennsylvania
$3.15M -$575K -10,850 -15%
RMC
1077
Resources Management Corp
Connecticut
$3.15M +$203K +3,832 +7%
PFS
1078
Physicians Financial Services
North Carolina
$3.14M -$70.2K -1,325 -2%
RDWM
1079
Red Door Wealth Management
Tennessee
$3.14M +$595K +11,239 +22%
LDB
1080
Lee, Danner & Bass
Tennessee
$3.14M -$197K -3,720 -6%
CTI
1081
Community Trust & Investment
Kentucky
$3.13M +$358K +6,763 +12%
AT
1082
Arden Trust
Delaware
$3.13M +$599K +11,304 +23%
FP
1083
Factorial Partners
New York
$3.13M -$106K -2,000 -3%
HCM
1084
Hall Capital Management
Rhode Island
$3.12M -$37.3K -705 -1%
FFWA
1085
FRG Family Wealth Advisors
Washington
$3.12M -$35.3K -666 -1%
SA
1086
Strategic Advisors
New York
$3.11M -$192K -3,618 -6%
CBN
1087
Cadence Bank NA
Texas
$3.11M +$15.7K +297 +0.5%
RBA
1088
Richard Bernstein Advisors
New York
$3.11M – – –
IEFM
1089
IQ EQ Fund Management
Ireland
$3.11M -$21.2K -400 -0.7%
S
1090
Surevest
California
$3.1M +$120K +2,263 +4%
FHA
1091
Flagship Harbor Advisors
Massachusetts
$3.1M +$156K +2,940 +5%
AII
1092
AGF Investments Inc
Ontario, Canada
$3.1M +$798K +15,057 +33%
FC
1093
Forte Capital
New York
$3.1M – – –
MWM
1094
Meridian Wealth Management
Kentucky
$3.08M -$865K -16,323 -21%
CCC
1095
Chelsea Counsel Company
California
$3.08M -$2.75K -52 -0.1%
MGIA
1096
Moneta Group Investment Advisors
Missouri
$3.07M +$243K +4,589 +8%
SW
1097
Solidarity Wealth
Utah
$3.06M +$3.01M +56,895 New
NAM
1098
NTV Asset Management
West Virginia
$3.05M +$1.32K +25 +0%
FSA
1099
Fort Sheridan Advisors
Illinois
$3.02M +$127K +2,399 +4%
TTWM
1100
TCV Trust & Wealth Management
Virginia
$3.02M -$284K -5,355 -8%
42 43
44
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