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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFA
776
SS&H Financial Advisors
Michigan
$5.59M +$4.68M +14,959 New
PP
777
Patten & Patten
Tennessee
$5.59M +$11.9K +38 +0.3%
CIA
778
Cladis Investment Advisory
Montana
$5.58M -$125K -400 -3%
BFM
779
Boothbay Fund Management
New York
$5.56M -$27.8M -88,871 -86%
MWM
780
Massachusetts Wealth Management
Massachusetts
$5.55M +$37.6K +120 +0.8%
IWM
781
IHT Wealth Management
Illinois
$5.54M -$103K -328 -2%
BCWM
782
Bartlett & Co Wealth Management
Ohio
$5.53M +$19.4K +62 +0.4%
SCA
783
Sippican Capital Advisors
Massachusetts
$5.52M -$52.3K -167 -1%
SWP
784
Sagespring Wealth Partners
Tennessee
$5.5M -$93.3K -298 -2%
NFSG
785
Newbridge Financial Services Group
Florida
$5.49M -$93.3K -298 -2%
HTC
786
Haverford Trust Company
Pennsylvania
$5.47M +$326K +1,042 +8%
BF
787
BOK Financial
Oklahoma
$5.45M -$312K -996 -6%
MGIA
788
Moneta Group Investment Advisors
Missouri
$5.44M -$49.5K -158 -1%
VCM
789
Versant Capital Management
Arizona
$5.41M -$673K -2,150 -13%
FAMI
790
Fideuram Asset Management (Ireland)
$5.4M +$4.19M +13,385 +514%
RWB
791
RMR Wealth Builders
New Jersey
$5.4M +$1.02M +3,266 +29%
PP
792
PDT Partners
New York
$5.38M -$9.39M -30,000 -68%
WS
793
Wedbush Securities
California
$5.38M -$10.6K -34 -0.2%
MW
794
Marble Wealth
Alabama
$5.37M -$1.99M -6,361 -31%
AWM
795
Aviso Wealth Management
Washington
$5.37M +$17.5K +56 +0.4%
LRIC
796
Long Road Investment Counsel
Michigan
$5.35M – – –
SG
797
StoneX Group
New York
$5.34M +$84.8K +271 +2%
SLI
798
Sumitomo Life Insurance
Japan
$5.33M -$261K -835 -6%
AFG
799
Atomi Financial Group
New York
$5.29M -$2.68M -8,568 -38%
LCC
800
Lincoln Capital Corp
Rhode Island
$5.29M +$46.6K +149 +1%
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