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Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2351
Colonial Trust
South Carolina
$720K +$22.6K +43 +3%
LA
2352
Latitude Advisors
Florida
$719K -$95.9K -182 -11%
SFGM
2353
Stonebridge Financial Group (Missouri)
Missouri
$717K -$6.32K -12 -0.8%
RWM
2354
Revisor Wealth Management
Ohio
$717K +$17.4K +33 +2%
JSL
2355
JT Stratford LLC
Georgia
$715K -$26.9K -51 -3%
GJWM
2356
Gilliland Jeter Wealth Management
Arkansas
$712K – – –
CWA
2357
Consilium Wealth Advisory
Texas
$710K -$114K -217 -13%
TCM
2358
Tributary Capital Management
Nebraska
$710K -$18.4K -35 -2%
TCM
2359
Traynor Capital Management
Pennsylvania
$709K -$51.1K -97 -6%
ZIC
2360
ZWJ Investment Counsel
Georgia
$709K +$52.1K +99 +7%
MFG
2361
Magnus Financial Group
New York
$707K -$21.1K -40 -3%
FFM
2362
Fullerton Fund Management
Singapore
$706K -$14M -26,646 -95%
VC
2363
Veery Capital
Delaware
$706K – – –
RFS
2364
RM Financial Services
Maine
$705K – – –
LI
2365
LRI Investments
Florida
$704K -$440K -836 -37%
RWM
2366
Riverbend Wealth Management
South Carolina
$703K -$137K -260 -16%
PAW
2367
Plan A Wealth
Nebraska
$703K +$37.9K +72 +5%
ST
2368
Sentinel Trust
Texas
$702K – – –
CAM
2369
Claret Asset Management
Quebec, Canada
$702K +$19.5K +37 +3%
MF
2370
Montis Financial
Massachusetts
$702K +$27.9K +53 +4%
IIM
2371
Intact Investment Management
Quebec, Canada
$700K – – –
OWA
2372
Outlook Wealth Advisors
Texas
$698K -$1.58K -3 -0.2%
TF
2373
Talbot Financial
Washington
$698K -$9.64M -18,306 -93%
AAA
2374
Andrews Advisory Associates
Hawaii
$698K +$46.9K +89 +7%
RP
2375
Rice Partnership
Hawaii
$696K – – –
93 94
95
96 97