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Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
776
Wilbanks Smith & Thomas Asset Management
Virginia
$582K +$62.6K +922 +10%
OIA
777
OneDigital Investment Advisors
Kansas
$575K +$159K +2,335 +29%
FIM
778
Freedom Investment Management
Connecticut
$569K -$11K -162 -2%
SMFG
779
Sumitomo Mitsui Financial Group
Japan
$567K +$688K +10,123 New
IFG
780
Independent Financial Group
California
$566K +$315K +4,637 +83%
MSFP
781
Mark Sheptoff Financial Planning
Connecticut
$565K +$219K +3,225 +46%
BL
782
Balentine LLC
Georgia
$563K -$97.6K -1,437 -12%
FHA
783
Flagship Harbor Advisors
Massachusetts
$559K +$97.8K +1,440 +17%
SWM
784
Shelton Wealth Management
Texas
$559K +$114K +1,674 +20%
BBA
785
Baader Bank Aktiengesellschaft
Germany
$558K -$6.59M -96,980 -91%
RAM
786
Redmond Asset Management
Virginia
$554K -$38.6K -568 -5%
AWMT
787
AAFMAA Wealth Management & Trust
North Carolina
$553K -$2.72M -40,000 -80%
CCM
788
Coldstream Capital Management
Washington
$553K -$98.1K -1,445 -13%
CCG
789
Ceeto Capital Group
Florida
$553K – – –
SACTSONJ
790
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$553K – – –
JC
791
JBF Capital
Colorado
$553K +$679K +10,000 New
RCAP
792
Resolute Capital Asset Partners
Colorado
$553K +$679K +10,000 New
SW
793
SVB Wealth
Massachusetts
$546K +$121K +1,779 +22%
SC
794
Savant Capital
Illinois
$542K +$137K +2,014 +26%
MYIA
795
Mount Yale Investment Advisors
Colorado
$540K -$171K -2,518 -20%
LAM
796
L2 Asset Management
Massachusetts
$524K +$644K +9,477 New
CPIG
797
Chicago Partners Investment Group
Illinois
$520K +$1.97K +29 +0.3%
DAS
798
Dynamic Advisor Solutions
Arizona
$518K +$53.7K +791 +9%
BIAS
799
Beacon Investment Advisory Services
New Jersey
$517K -$9.85K -145 -2%
CAM
800
Columbia Asset Management
Michigan
$511K +$628K +9,245 New
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