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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1101
Shum Financial Group
California
$567K -$90.5K -249 -12%
SG
1102
StoneX Group
New York
$567K +$73.4K +202 +15%
BTI
1103
Blue Trust Inc
Georgia
$567K -$155K -426 -19%
JCM
1104
J2 Capital Management
Michigan
$566K -$12.4K -34 -2%
JWM
1105
JGP Wealth Management
Oregon
$566K – – –
RA
1106
RFG Advisory
Alabama
$565K +$128K +352 +24%
LAM
1107
LECAP Asset Management
United Kingdom
$562K -$1.02M -2,801 -61%
PPC
1108
Park Place Capital
Alabama
$560K +$516K +1,419 +385%
KFC
1109
Klingenstein Fields & Co
New York
$555K +$2.91K +8 +0.5%
DC
1110
Diametric Capital
Massachusetts
$554K +$643K +1,769 New
VSQM
1111
V-Square Quantitative Management
Illinois
$553K +$100K +276 +19%
HPC
1112
HM Payson & Co
Maine
$552K +$63.9K +176 +11%
BAM
1113
Berkshire Asset Management
Pennsylvania
$552K +$727 +2 +0.1%
PMWMG
1114
Parr McKnight Wealth Management Group
Minnesota
$551K – – –
TIA
1115
Tiemann Investment Advisors
California
$550K -$54.5K -150 -8%
PTC
1116
Private Trust Company
Ohio
$548K -$7.27K -20 -1%
RCG
1117
Regatta Capital Group
California
$546K -$36.3K -100 -5%
AWC
1118
Abundance Wealth Counselors
Pennsylvania
$546K – – –
IAS
1119
Insigneo Advisory Services
Florida
$545K +$12.4K +34 +2%
MC
1120
Moors & Cabot
Massachusetts
$543K +$65.8K +181 +12%
WMA
1121
Wealth Management Associates
New Jersey
$541K +$363 +1 +0.1%
CFP
1122
Catalyst Financial Partners
Massachusetts
$539K -$41.1K -113 -6%
SC
1123
SouthState Corp
Florida
$538K +$175K +482 +39%
FHC
1124
First Horizon Corporation
Tennessee
$538K -$6.54K -18 -1%
NAMI
1125
Nomura Asset Management International
Pennsylvania
$536K -$1.66M -4,565 -73%
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