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Name Holding Trade Value Shares
Change 		Change in
Stake
H
451
HoyleCohen
California
$1.03M +$30.1K +235 +3%
RCAG
452
Rehmann Capital Advisory Group
Michigan
$1.03M -$61.3K -479 -6%
PFPT
453
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.02M +$409K +3,200 +77%
RPC
454
Rossmore Private Capital
Connecticut
$1.02M – – –
GT
455
Greenleaf Trust
Michigan
$1.02M +$48.3K +378 +5%
OPS
456
Orion Portfolio Solutions
Nebraska
$1.02M +$232K +1,817 +33%
SWP
457
Stratos Wealth Partners
Ohio
$1.01M +$11.9K +93 +1%
SPIA
458
Steward Partners Investment Advisory
New York
$1.01M +$512 +4 +0.1%
BWM
459
BerganKDV Wealth Management
Minnesota
$1M +$1.15K +9 +0.1%
CA
460
Clearstead Advisors
Ohio
$991K -$5.75K -45 -0.6%
BHBT
461
Burke & Herbert Bank & Trust
Virginia
$988K – – –
IC
462
IEQ Capital
California
$984K +$37.9K +296 +4%
TI
463
Tidal Investments
Wisconsin
$980K +$429K +3,353 +91%
BTWM
464
Baker Tilly Wealth Management
Wisconsin
$976K +$120K +942 +15%
KFP
465
KMG Fiduciary Partners
Ohio
$975K – – –
MC
466
Moors & Cabot
Massachusetts
$974K -$18.8K -147 -2%
CC
467
Centiva Capital
New York
$970K -$412K -3,222 -32%
LCM
468
LCM Capital Management
Illinois
$968K +$29K +227 +3%
LNWWM
469
Laird Norton Wetherby Wealth Management
California
$968K +$30.2K +236 +4%
ACP
470
Arcus Capital Partners
Georgia
$968K +$427K +3,342 +92%
GWCM
471
Godshalk Welsh Capital Management
Pennsylvania
$940K – – –
WTC
472
WhitTier Trust Company
Nevada
$936K -$25.6K -200 -3%
CI
473
Cigna Investments
Connecticut
$932K -$304K -2,380 -26%
CHC
474
City Holding Co
West Virginia
$922K -$155K -1,209 -14%
SFI
475
Susquehanna Fundamental Investments
Pennsylvania
$919K +$846K +6,615 New
17 18
19
20 21