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Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
1101
Harbour Capital Advisors
Virginia
$1.04M -$26K -55 -2%
QWP
1102
Quotient Wealth Partners
Texas
$1.04M -$3.31K -7 -0.3%
SC
1103
SouthState Corp
Florida
$1.03M -$47.3K -100 -4%
BFO
1104
Boston Family Office
Massachusetts
$1.03M – – –
BI
1105
Bradyco Inc
Massachusetts
$1.03M – – –
ALA
1106
Atlas Legacy Advisors
California
$1.03M +$18.5K +39 +2%
TGAM
1107
TBH Global Asset Management
Tennessee
$1.03M +$42.6K +90 +4%
BTWM
1108
Baker Tilly Wealth Management
Wisconsin
$1.03M -$20.8K -44 -2%
NA
1109
Nottingham Advisors
New York
$1.03M -$473 -1 -0%
TCWM
1110
Total Clarity Wealth Management
Illinois
$1.02M -$6.63K -14 -0.6%
FA
1111
Faithward Advisors
Pennsylvania
$1.02M -$11.4K -24 -1%
BC
1112
Burney Company
Virginia
$1.02M -$579K -1,222 -36%
MGWM
1113
Marks Group Wealth Management
Minnesota
$1.01M +$51.1K +108 +5%
RBC
1114
Romano Brothers & Co
Illinois
$1.01M +$9.47K +20 +0.9%
LIP
1115
Lighthouse Investment Partners
Florida
$1M +$998K +2,109 New
CIC
1116
Carnegie Investment Counsel
Ohio
$1M +$26.5K +56 +3%
CCM
1117
Cohen Capital Management
California
$998K – – –
BAM
1118
Belpointe Asset Management
Nevada
$996K +$7.1K +15 +0.7%
MFGM
1119
Marshall Financial Group (Maryland)
Maryland
$994K +$54.4K +115 +6%
MC
1120
Moors & Cabot
Massachusetts
$987K -$490K -1,036 -33%
GC
1121
Guidance Capital
Kentucky
$987K -$27.5K -58 -3%
NERM
1122
New England Research & Management
Illinois
$979K -$128K -270 -12%
TAFW
1123
Tred Avon Family Wealth
Maryland
$977K +$974K +2,057 New
CF
1124
Convergence Financial
Missouri
$975K -$8.05K -17 -0.8%
KAS
1125
KPP Advisory Services
Kentucky
$972K +$16.6K +35 +2%
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