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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1226
Wealth Architects
California
$2.67M -$323K -1,995 -9%
AIM
1227
AMI Investment Management
Indiana
$2.67M -$46.4K -286 -1%
PHS
1228
Pekin Hardy Strauss
Illinois
$2.67M -$2.51M -15,505 -44%
CIAS
1229
Capital Investment Advisory Services
North Carolina
$2.67M +$182K +1,125 +6%
CA
1230
CoreCap Advisors
Michigan
$2.67M +$751K +4,636 +31%
LWIC
1231
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.66M +$1.24M +7,650 +64%
LSPW
1232
Lake Street Private Wealth
Illinois
$2.66M -$603K -3,721 -16%
CWM
1233
Chemistry Wealth Management
New York
$2.65M +$279K +1,723 +10%
MLL
1234
Moody Lynn & Lieberson
Massachusetts
$2.64M -$1.32M -8,164 -30%
PI
1235
PFS Investments
Georgia
$2.63M +$98.4K +607 +3%
WSCM
1236
Wellington Shields Capital Management
New York
$2.62M -$1.45M -8,971 -32%
SCI
1237
S&CO Inc
Massachusetts
$2.62M -$35.7K -220 -1%
SBWIC
1238
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.61M -$277K -1,711 -8%
CFGS
1239
Concourse Financial Group Securities
Alabama
$2.6M -$380K -2,344 -11%
PCP
1240
Proficio Capital Partners
Massachusetts
$2.59M -$257K -1,588 -8%
SS
1241
Sunbelt Securities
Texas
$2.58M +$474K +2,923 +18%
KCM
1242
Kids Capital Management
California
$2.58M -$3.57M -22,000 -54%
CA
1243
Cornerstone Advisory
Maryland
$2.57M -$34.8K -215 -1%
MA
1244
Momentum Advisors
New York
$2.56M +$193K +1,193 +7%
SWM
1245
Sendero Wealth Management
Texas
$2.55M -$912K -5,629 -23%
CWP
1246
CFM Wealth Partners
Texas
$2.55M -$1.19M -7,336 -28%
JWBC
1247
J.W. Burns & Co
New York
$2.54M -$296K -1,826 -9%
BJL
1248
Brighton Jones LLC
Washington
$2.54M +$140K +862 +5%
DBT
1249
Dubuque Bank & Trust
Iowa
$2.53M -$105K -650 -3%
SC
1250
SouthState Corp
Florida
$2.52M +$43.8K +270 +1%
48 49
50
51 52