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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
651
Atala Financial
California
$5.9K – – –
SC
652
SouthState Corp
Florida
$5.86K +$7.25K +144 New
EDRH
653
Edmond de Rothschild Holding
Switzerland
$5.7K -$758K -15,068 -99%
SIM
654
Synergy Investment Management
Florida
$5.7K – – –
CFD
655
Creative Financial Designs
Indiana
$5.58K -$604 -12 -8%
OP
656
ORG Partners
Indiana
$5.3K +$6.64K +132 New
HWM
657
HighMark Wealth Management
Minnesota
$5.25K – – –
AT
658
Arlington Trust
Alabama
$5.17K – – –
AW
659
Avion Wealth
Texas
$5K – – –
CSC
660
Caldwell Sutter Capital
California
$4.92K – – –
HCM
661
Hollencrest Capital Management
California
$4.88K – – –
MAS
662
MPWM Advisory Solutions
Georgia
$4.84K – – –
PWAM
663
Private Wealth Asset Management
Iowa
$4.68K +$5.79K +115 New
BIA
664
Bell Investment Advisors
California
$4.6K +$755 +15 +15%
WB
665
Webster Bank
Connecticut
$4.56K – – –
MMCM
666
Murphy & Mullick Capital Management
New York
$4.48K +$503 +10 +10%
MCM
667
MV Capital Management
Maryland
$4.35K -$3.83K -76 -42%
TFA
668
Toth Financial Advisory
Virginia
$4.07K -$1.01K -20 -17%
GBT
669
Grove Bank & Trust
Florida
$4.07K – – –
CAL
670
Capital Analysts LLC
Pennsylvania
$4K -$72.5K -1,440 -94%
CYG
671
Clean Yield Group
Vermont
$3.87K +$4.78K +95 New
CTWM
672
Cherry Tree Wealth Management
Minnesota
$3.79K – – –
CTA
673
Colonial Trust Advisors
South Carolina
$3.7K – – –
MAFA
674
MJT & Associates Financial Advisory
Minnesota
$3.66K +$4.53K +90 New
KWM
675
Kiker Wealth Management
Georgia
$3.58K +$4.43K +88 New
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