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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
801
Fiduciary Alliance
South Carolina
$424K -$317 -2 -0.1%
DWA
802
Douglass Winthrop Advisors
New York
$421K – – –
DTC
803
Davidson Trust Company
Washington
$420K – – –
CI
804
Cigna Investments
Connecticut
$420K – – –
SWM
805
Spire Wealth Management
Virginia
$419K – – –
FHC
806
First Horizon Corporation
Tennessee
$414K -$3.33K -21 -0.8%
CIAS
807
CFS Investment Advisory Services
New Jersey
$411K +$12.8K +81 +3%
CCIA
808
Cherry Creek Investment Advisors
Colorado
$411K +$1.11K +7 +0.3%
HIP
809
HUB Investment Partners
Texas
$410K -$7.92K -50 -2%
TSW
810
Thompson Siegel & Walmsley
Virginia
$410K -$83.6K -528 -17%
EA
811
Everpar Advisors
Oklahoma
$410K +$31.4K +198 +8%
JCM
812
Jacobi Capital Management
Pennsylvania
$409K -$950 -6 -0.2%
CRC
813
Curi RMB Capital
Illinois
$406K +$3.48K +22 +0.8%
TYCC
814
Texas Yale Capital Corp
Florida
$406K +$47.5K +300 +13%
HSA
815
HBK Sorce Advisory
Pennsylvania
$406K +$5.23K +33 +1%
CT
816
Colonial Trust
South Carolina
$403K -$2.22K -14 -0.5%
BVP
817
Bristlecone Value Partners
California
$403K +$411K +2,594 New
PI
818
Pettee Investors
Connecticut
$403K – – –
TCA
819
Transcend Capital Advisors
New Jersey
$402K -$3.96K -25 -1%
LCM
820
LVM Capital Management
Michigan
$401K – – –
JSSH
821
J. Safra Sarasin Holding
$401K -$275K -1,734 -40%
IFWM
822
Institute for Wealth Management
Colorado
$400K +$12.7K +80 +3%
CIC
823
Carnegie Investment Counsel
Ohio
$399K – – –
WCG
824
Weaver Consulting Group
California
$399K +$475 +3 +0.1%
BHBT
825
Burke & Herbert Bank & Trust
Virginia
$396K – – –
31 32
33
34 35