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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2726
SouthState Corp
Florida
$775K -$82K -1,830 -9%
B
2727
BetterWealth
California
$773K +$796K +17,760 New
SM
2728
Sweeney & Michel
California
$772K +$43.5K +970 +6%
DA
2729
DCM Advisors
New York
$771K +$219K +4,890 +38%
CNBT
2730
Cornerstone National Bank & Trust
Illinois
$771K – – –
BA
2731
Bridge Advisory
California
$770K +$2.69K +60 +0.3%
EB
2732
Exchange Bank
California
$770K +$182K +4,070 +30%
DBT
2733
Dubuque Bank & Trust
Iowa
$769K +$353K +7,890 +81%
KFC
2734
Klingenstein Fields & Co
New York
$766K -$4.03K -90 -0.5%
BCM
2735
BluePath Capital Management
Georgia
$764K +$787K +17,570 New
BWIA
2736
Bryant Woods Investment Advisors
New York
$764K +$786K +17,550 New
DWM
2737
Dorchester Wealth Management
Quebec, Canada
$761K – – –
NPF
2738
Norris Perne & French
Michigan
$761K +$337K +7,520 +75%
MAM
2739
MMA Asset Management
Pennsylvania
$759K +$4.48K +100 +0.6%
TDC
2740
Thompson Davis & Co
Virginia
$758K +$49.3K +1,100 +6%
GWA
2741
GGM Wealth Advisors
Maryland
$757K -$103K -2,310 -12%
SGA
2742
Seaport Global Advisors
Massachusetts
$757K +$260K +5,800 +50%
LA
2743
Latitude Advisors
Florida
$756K +$115K +2,570 +17%
SFP
2744
Sandbox Financial Partners
Maryland
$756K +$94.1K +2,100 +14%
FA
2745
Forefront Analytics
Pennsylvania
$756K – – –
WFAG
2746
Worth Financial Advisory Group
North Carolina
$756K +$33.2K +740 +4%
CSPAM
2747
Cary Street Partners Asset Management
Virginia
$755K – – –
CWP
2748
Core Wealth Partners
California
$755K +$116K +2,590 +18%
MFG
2749
Monte Financial Group
Connecticut
$753K -$456K -10,180 -37%
AWC
2750
Adamsbrown Wealth Consultants
Kansas
$753K +$18.4K +410 +2%
108 109
110
111 112