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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
901
Brown Financial Advisors
Ohio
$1.33M +$35.5K +393 +3%
CRC
902
Curi RMB Capital
Illinois
$1.33M +$772K +8,538 +150%
GVAG
903
Great Valley Advisor Group
Delaware
$1.32M -$57.1K -631 -4%
DWT
904
Dorsey & Whitney Trust
South Dakota
$1.32M -$21.3K -235 -2%
PA
905
Procyon Advisors
Connecticut
$1.31M +$19.7K +218 +2%
GC
906
Grimes & Company
Massachusetts
$1.31M +$40K +442 +3%
MW
907
Maia Wealth
Colorado
$1.31M +$123K +1,365 +13%
ISL
908
Ingalls & Snyder LLC
New York
$1.31M -$42.3K -468 -3%
PI
909
PFG Investments
New York
$1.31M -$312K -3,454 -20%
RPGK
910
Retirement Planning Group (Kansas)
Kansas
$1.3M +$58.5K +647 +5%
NIG
911
NFJ Investment Group
Texas
$1.29M -$90 -1 -0%
LWM
912
Lodestone Wealth Management
Washington
$1.28M +$24.1K +267 +2%
GM
913
GeoWealth Management
Illinois
$1.28M +$32.2K +356 +3%
GBT
914
Grove Bank & Trust
Florida
$1.28M -$11.9K -132 -1%
MBT
915
Montecito Bank & Trust
California
$1.27M -$155K -1,715 -11%
STS
916
SG Trading Solutions
Utah
$1.27M +$1.23M +13,572 New
CWA
917
Crux Wealth Advisors
California
$1.27M +$15.4K +170 +1%
PPW
918
Parcion Private Wealth
Washington
$1.27M +$99.8K +1,104 +9%
AA
919
Advisory Alpha
Michigan
$1.27M -$72.2K -798 -6%
RFA
920
Register Financial Advisors
Georgia
$1.27M -$207K -2,294 -15%
JHCP
921
Jackson Hole Capital Partners
Oklahoma
$1.26M -$70.9K -784 -5%
FCP
922
Fidelis Capital Partners
Florida
$1.26M -$208K -2,298 -15%
VI
923
Versor Investments
New York
$1.25M +$1.21M +13,400 New
AIM
924
Anchor Investment Management
South Carolina
$1.25M -$23.4K -259 -2%
HFBOT
925
Home Federal Bank of Tennessee
Tennessee
$1.25M – – –
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