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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1101
Clarity Financial
Texas
$664K +$588K +3,750 New
BAM
1102
Byrne Asset Management
New Jersey
$663K -$628K -4,004 Closed
KIA
1103
Kraematon Investment Advisors
Massachusetts
$663K – – –
GWP
1104
Gateway Wealth Partners
Wisconsin
$663K -$4.24K -27 -0.7%
AFM
1105
Abbot Financial Management
Massachusetts
$662K -$107K -684 -15%
SSWM
1106
Strait & Sound Wealth Management
California
$662K -$9.1K -58 -2%
VWM
1107
Venturi Wealth Management
Texas
$661K +$79.3K +505 +16%
PHIC
1108
Pine Haven Investment Counsel
Massachusetts
$657K -$15.7K -100 -3%
WAM
1109
WFA Asset Management
Wisconsin
$656K +$565K +3,600 +3,429%
NSIM
1110
North Star Investment Management
Illinois
$655K -$104K -660 -15%
DCM
1111
Driehaus Capital Management
Illinois
$655K +$580K +3,699 New
PAS
1112
Professional Advisory Services
Florida
$654K – – –
SW
1113
Simplicity Wealth
New Jersey
$653K -$470K -2,994 -45%
QCG
1114
Quadrant Capital Group
Ohio
$650K +$69.5K +443 +14%
HVIA
1115
Hudson Valley Investment Advisors
New York
$649K +$39.9K +254 +7%
WA
1116
WealthTrust Axiom
Pennsylvania
$646K -$7.85K -50 -1%
SFA
1117
Souders Financial Advisors
Ohio
$645K -$305K -1,944 -35%
ACM
1118
Alta Capital Management
Utah
$644K – – –
BFA
1119
Bragg Financial Advisors
North Carolina
$640K – – –
BFM
1120
Boston Financial Management
Massachusetts
$640K -$13.5K -86 -2%
FHA
1121
First Horizon Advisors
Tennessee
$640K -$265K -1,691 -32%
SC
1122
SouthState Corp
Florida
$639K +$177K +1,130 +46%
PSCM
1123
Per Stirling Capital Management
Texas
$639K +$184K +1,171 +48%
SAF
1124
Smith Anglin Financial
Texas
$636K -$3.77K -24 -0.7%
CIA
1125
Citadel Investment Advisory
Ohio
$635K – – –
43 44
45
46 47