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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
1126
LBMC Investment Advisors
Tennessee
$1.02M – – –
ML
1127
McAdam LLC
Pennsylvania
$1.02M +$37.6K +183 +4%
GCP
1128
GSA Capital Partners
United Kingdom
$1.02M +$623K +3,027 +181%
FFA
1129
First Foundation Advisors
California
$1.02M -$608K -2,956 -39%
BWM
1130
BigSur Wealth Management
Florida
$1.02M – – –
BCV
1131
Banque Cantonale Vaudoise
Switzerland
$1.02M +$140K +683 +17%
HAIM
1132
Hunter Associates Investment Management
Pennsylvania
$1.01M +$75.7K +368 +9%
AAS
1133
Annex Advisory Services
Wisconsin
$1.01M +$753K +3,662 +364%
PWAM
1134
Pinnacle West Asset Management
Wyoming
$1.01M -$12.3K -60 -1%
RFA
1135
Register Financial Advisors
Georgia
$1.01M +$324K +1,575 +51%
MG
1136
Mather Group
Illinois
$1.01M +$53.1K +258 +6%
MCA
1137
Millennium Capital Advisors
Arkansas
$1.01M -$65.8K -320 -6%
SC
1138
SouthState Corp
Florida
$1M +$17.5K +85 +2%
FG
1139
Fiduciary Group
Georgia
$1M -$10.3K -50 -1%
MFA
1140
Mayflower Financial Advisors
Massachusetts
$1M -$7.61K -37 -0.8%
SCI
1141
Stableford Capital II
Arizona
$1M -$29.8K -145 -3%
KIA
1142
Koenig Investment Advisory
Oregon
$1M +$898K +4,365 New
BWM
1143
BNC Wealth Management
Oregon
$1M – – –
APW
1144
Aventura Private Wealth
Florida
$994K +$239K +1,162 +34%
CRC
1145
Curi RMB Capital
Illinois
$994K +$73.8K +359 +9%
RA
1146
Rockingstone Advisors
Massachusetts
$989K +$215K +1,044 +30%
SR
1147
Syntax Research
Florida
$989K +$59.4K +289 +7%
JWA
1148
JFS Wealth Advisors
Pennsylvania
$988K -$77.5K -377 -8%
VNA
1149
Valley National Advisers
Pennsylvania
$987K +$5.76K +28 +0.6%
GPWM
1150
Grant Private Wealth Management
California
$987K -$6.79K -33 -0.7%
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46
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