Name Holding Trade Value Shares
Change
Change in
Stake
SC
2401
SouthState Corp
Florida
$197K +$38.5K +2,400 +32%
ME
2402
McIlrath & Eck
Washington
$194K +$14.7K +920 +10%
CIR
2403
Clear Investment Research
Georgia
$193K – – –
CCA
2404
Column Capital Advisors
Indiana
$187K – – –
TFM
2405
TFC Financial Management
Massachusetts
$187K +$14.1K +880 +10%
CWAF
2406
Core Wealth Advisors (Florida)
Florida
$185K -$5.13K -320 -3%
GAM
2407
GVO Asset Management
Switzerland
$182K – – –
SL
2408
Savior LLC
Massachusetts
$182K +$11.5K +720 +9%
BWM
2409
BerganKDV Wealth Management
Minnesota
$177K – – –
WQ
2410
Wealth Quarterback
New Jersey
$175K +$140K +8,720 New
SIS
2411
Sound Income Strategies
Florida
$174K +$51.3K +3,200 +58%
WPA
2412
West Paces Advisors
Georgia
$174K -$37.8K -2,360 -21%
TCM
2413
TD Capital Management
Tennessee
$171K – – –
SWM
2414
Selective Wealth Management
Virginia
$171K +$115K +7,160 +511%
VCM
2415
Vigilant Capital Management
Maine
$170K +$5.13K +320 +4%
RIM
2416
Rockbridge Investment Management
New York
$169K +$18.6K +1,160 +16%
IWP
2417
IAG Wealth Partners
Wisconsin
$161K – – –
LSV Asset Management
2418
LSV Asset Management
Illinois
$160K -$1.41M -88,000 -92%
DWMG
2419
DB Wealth Management Group
California
$160K – – –
RA
2420
Resolute Advisors
California
$155K +$455K +28,400 +1,060%
RWM
2421
Raffa Wealth Management
District of Columbia
$154K -$7.05K -440 -5%
LF
2422
Lee Financial
Texas
$150K +$28.9K +1,800 +32%
CWM
2423
Cedar Wealth Management
California
$145K +$7.05K +440 +6%
LWA
2424
Lenox Wealth Advisors
New York
$142K -$7.69K -480 -6%
BDWM
2425
Brewin Dolphin Wealth Management
Ireland
$141K +$48.7K +3,040 +76%