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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1451
Provence Wealth Management Group
California
$389K +$64.4K +589 +18%
FB
1452
First Bancorp
Maine
$388K – – –
CWM
1453
Calamos Wealth Management
Illinois
$388K -$13.5K -123 -3%
SC
1454
SouthState Corp
Florida
$387K -$120K -1,099 -22%
CGA
1455
Crescent Grove Advisors
Illinois
$386K +$423K +3,870 New
KFS
1456
Kelly Financial Services
Massachusetts
$386K -$2.85K -26 -0.7%
SMA
1457
Sage Mountain Advisors
Georgia
$385K +$164K +1,499 +63%
SI
1458
SCP Investment
California
$384K +$423K +3,868 New
CB
1459
Centennial Bank
Arkansas
$383K -$57.4K -525 -12%
NSAM
1460
North Star Asset Management
Wisconsin
$383K -$5.47K -50 -1%
CTA
1461
Colonial Trust Advisors
South Carolina
$383K +$108K +984 +34%
BCA
1462
Bray Capital Advisors
Florida
$382K – – –
FSC
1463
Full Sail Capital
Oklahoma
$381K -$25.8K -236 -6%
B
1464
Bellecapital
Switzerland
$381K +$109K +1,000 +35%
ATWA
1465
Arbor Trust Wealth Advisors
Michigan
$380K +$3.61K +33 +0.9%
LCGC
1466
Legacy Capital Group California
California
$380K +$419K +3,830 New
CIAS
1467
Capital Investment Advisory Services
North Carolina
$380K +$31.8K +291 +8%
BFO
1468
Biltmore Family Office
North Carolina
$380K +$65K +594 +19%
BFC
1469
Bedel Financial Consulting
Indiana
$379K – – –
SFWA
1470
Summit Financial Wealth Advisors
Louisiana
$378K – – –
HFS
1471
Howard Financial Services
Texas
$378K -$25.2K -230 -6%
BEAM
1472
Baker Ellis Asset Management
Washington
$377K +$416K +3,800 New
CAMV
1473
Concord Asset Management (Virginia)
Virginia
$377K +$416K +3,800 New
SDWIA
1474
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$377K +$219 +2 +0.1%
SG
1475
StoneX Group
New York
$376K +$26.8K +245 +7%
57 58
59
60 61