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GGG

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
726
Colonial Trust
South Carolina
$1.53K – – –
BC
727
Bayforest Capital
United Kingdom
$1.52K -$267K -3,018 -99%
CIAS
728
CBIZ Investment Advisory Services
Ohio
$1.52K – – –
SWM
729
SHP Wealth Management
Massachusetts
$1.52K +$1.59K +18 New
TCM
730
TD Capital Management
Tennessee
$1.47K – – –
MB
731
MidFirst Bank
Oklahoma
$1.44K -$5.84K -66 -80%
RCM
732
Richardson Capital Management
Wisconsin
$1.44K +$1.51K +17 New
KG
733
Kilter Group
New York
$1.35K +$1.42K +16 New
IAIM
734
International Assets Investment Management
Florida
$1.28K -$2.04K -23 -61%
MAS
735
MPWM Advisory Solutions
Georgia
$1.27K – – –
RWM
736
Rialto Wealth Management
New York
$1.1K +$266 +3 +30%
SC
737
SouthState Corp
Florida
$1.02K – – –
BGAI
738
Bruce G. Allen Investments
Colorado
$1.02K +$177 +2 +20%
VWM
739
Vermillion Wealth Management
Minnesota
$1.02K +$1.06K +12 New
AW
740
Avion Wealth
Texas
$1K – – –
CFM
741
Cornerstone Financial Management
Massachusetts
$847 +$886 +10 New
HIA
742
HFM Investment Advisors
New Jersey
$762 – – –
KCM
743
Key Capital Management
Tennessee
$762 +$177 +2 +29%
MNA
744
Manning & Napier Advisors
New York
$746 +$89 +1 +13%
DF
745
DecisionPoint Financial
Arizona
$678 – – –
1CP
746
1015 Capital Partners
Pennsylvania
$677 – – –
IWS
747
Intentional Wealth Strategies
Colorado
$677 +$709 +8 New
DJSG
748
D.J. St. Germain
Massachusetts
$508 – – –
FMP
749
Financial Management Professionals
Texas
$508 – – –
TFA
750
Transamerica Financial Advisors
Florida
$507 +$531 +6 New
28 29
30
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