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Name Holding Trade Value Shares
Change
Change in
Stake
KIG
1101
Kowal Investment Group
Wisconsin
$74K +$74.1K +1,395 New
SouthState Corp
1102
SouthState Corp
Florida
$72K – – –
SCA
1103
Stonebridge Capital Advisors
Minnesota
$72K +$32.1K +604 +80%
SCM
1104
Silvant Capital Management
Georgia
$71K – – –
BHWM
1105
Bay Harbor Wealth Management
Maryland
$71K +$72K +1,355 New
BCPWM
1106
Bradley & Co Private Wealth Management
Florida
$69K – – –
RFWA
1107
RPg Family Wealth Advisory
Massachusetts
$68.7K – – –
HWA
1108
HHM Wealth Advisors
Tennessee
$68K +$5.32K +100 +8%
Larson Financial Group
1109
Larson Financial Group
Missouri
$68K +$9.78K +184 +17%
Global Retirement Partners
1110
Global Retirement Partners
California
$66K -$2.92K -55 -4%
GWS
1111
Glassman Wealth Services
Virginia
$65K – – –
MAM
1112
McCarthy Asset Management
California
$64K – – –
MHR
1113
Matthew Hamilton Rosenberg
$62K -$10.4K -195 -14%
SWM
1114
Sugarloaf Wealth Management
Georgia
$62K – – –
BFC
1115
Bedel Financial Consulting
Indiana
$58K – – –
TCM
1116
Tradewinds Capital Management
Washington
$54K +$5.32K +100 +11%
Bartlett & Co
1117
Bartlett & Co
Ohio
$53K -$3.08K -58 -5%
Bartlett & Co Wealth Management
1118
Bartlett & Co Wealth Management
Ohio
$52.7K -$3.08K -58 -5%
GEA
1119
Glen Eagle Advisors
New Jersey
$49.9K – – –
JWA
1120
JFS Wealth Advisors
Pennsylvania
$49K – – –
SWM
1121
Selective Wealth Management
Virginia
$49K – – –
FNBOSM
1122
First National Bank of South Miami
Florida
$49K +$1.06K +20 +2%
FPS
1123
Fieldpoint Private Securities
Connecticut
$49K +$8.82K +166 +22%
MIHAS
1124
Maj Invest Holding A/S
Denmark
$47K -$92.4M -1,737,875 -100%
CFFP
1125
Center for Financial Planning
Michigan
$43K +$585 +11 +1%