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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
726
Mitchell Capital Management
Kansas
$657K +$66.3K +270 +12%
SCI
727
Stableford Capital II
Arizona
$653K +$608K +2,477 New
ECM
728
Exchange Capital Management
Michigan
$644K -$49.1K -200 -8%
SFSG
729
Sound Financial Strategies Group
Mississippi
$639K +$9.33K +38 +2%
ZF
730
Zhang Financial
Michigan
$633K +$73.6K +300 +14%
SC
731
SouthState Corp
Florida
$630K -$142K -577 -19%
CIAS
732
Capital Investment Advisory Services
North Carolina
$630K +$102K +415 +21%
MMPW
733
Mitchell McLeod Pugh & Williams
Alabama
$629K +$30.4K +124 +5%
LWCFA
734
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$626K +$70.9K +289 +14%
MSS
735
Mitchell Sinkler & Starr
Pennsylvania
$622K – – –
FAM
736
Formidable Asset Management
Ohio
$620K -$12.3K -50 -2%
PNAA
737
Pictet North America Advisors
Switzerland
$619K -$41.7K -170 -7%
SFA
738
Sequoia Financial Advisors
Ohio
$613K +$46.6K +190 +9%
QI
739
Qtron Investments
Massachusetts
$612K -$476K -1,939 -46%
PIM
740
Penobscot Investment Management
Massachusetts
$611K – – –
CPIG
741
Chicago Partners Investment Group
Illinois
$610K +$595K +2,424 New
CA
742
Clearstead Advisors
Ohio
$604K – – –
LCS
743
Levin Capital Strategies
New York
$604K +$196K +800 +54%
HAG
744
HighPoint Advisor Group
Illinois
$600K +$72.2K +294 +14%
TCWM
745
Total Clarity Wealth Management
Illinois
$599K +$558K +2,272 New
RWM
746
Ritholtz Wealth Management
New York
$597K +$121K +493 +28%
GI
747
Gradient Investments
Minnesota
$594K -$61.4K -250 -9%
FFC
748
First Financial Corp
Indiana
$594K -$491 -2 -0.1%
BIC
749
Beach Investment Counsel
Pennsylvania
$593K – – –
OL
750
Optas LLC
Texas
$584K -$273K -1,114 -33%
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