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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
601
Sowell Financial Services
Arkansas
$7.32M -$4.84M -45,820 -40%
MFA
602
Mayflower Financial Advisors
Massachusetts
$7.29M +$1.06M +10,077 +17%
SC
603
SouthState Corp
Florida
$7.26M +$110K +1,043 +2%
CTA
604
Colonial Trust Advisors
South Carolina
$7.17M +$137K +1,301 +2%
GFG
605
Greystone Financial Group
Michigan
$7.17M +$20.2K +191 +0.3%
LWCFA
606
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.16M +$189K +1,794 +3%
AIA
607
Allied Investment Advisors
Montana
$7.1M +$211K +2,002 +3%
SWM
608
SeaCrest Wealth Management
New York
$7.09M -$34.7K -329 -0.5%
MPI
609
Mairs & Power Inc
Minnesota
$7.07M -$1.29M -12,187 -15%
MWA
610
Meridian Wealth Advisors
Texas
$7.07M +$358K +3,396 +5%
JWBC
611
J.W. Burns & Co
New York
$7.02M -$106K -1,004 -1%
BAM
612
Belpointe Asset Management
Nevada
$7M +$4.21M +39,879 +148%
LNC
613
Lincoln National Corp
Pennsylvania
$6.99M +$153K +1,446 +2%
PCM
614
Parsons Capital Management
Rhode Island
$6.97M +$170K +1,615 +2%
VHAM
615
Van Hulzen Asset Management
California
$6.95M +$318K +3,008 +5%
HFS
616
Hantz Financial Services
Michigan
$6.93M +$1.5M +14,209 +27%
MIM
617
Montgomery Investment Management
Maryland
$6.93M -$169K -1,600 -2%
CAC
618
Core Alternative Capital
Georgia
$6.91M +$751K +7,115 +12%
CCP
619
Corient Capital Partners
California
$6.87M +$562K +5,325 +9%
SGAM
620
Smith Group Asset Management
Texas
$6.86M +$43.1K +408 +0.6%
GW
621
GW & Wade
Massachusetts
$6.83M +$17.3K +164 +0.3%
NLGIA
622
Nippon Life Global Investors Americas
New York
$6.82M -$1.67M -15,850 -20%
FPCG
623
Fort Pitt Capital Group
Pennsylvania
$6.82M +$591K +5,596 +9%
ARMC
624
American Research & Management Company
Massachusetts
$6.78M +$67.5K +639 +1%
CA
625
CSM Advisors
Pennsylvania
$6.74M -$259K -2,450 -4%
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