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Name Holding Trade Value Shares
Change 		Change in
Stake
RS
1276
Retirement Solution
Washington
$696K -$67.8K -833 -9%
SWM
1277
Sculati Wealth Management
Michigan
$696K -$110K -1,350 -13%
SFG
1278
Sather Financial Group
Texas
$695K -$34.3K -421 -5%
SBIA
1279
Sheaff Brock Investment Advisors
Indiana
$693K -$114K -1,394 -14%
MCM
1280
Manchester Capital Management
Vermont
$691K -$7.57K -93 -1%
TPI
1281
Trust Point Inc
Wisconsin
$689K -$123K -1,516 -15%
MAM
1282
Mirabaud Asset Management
United Kingdom
$688K -$286K -3,514 -28%
HNW
1283
High Note Wealth
Minnesota
$686K -$131K -1,603 -15%
GLA
1284
Good Life Advisors
Pennsylvania
$686K -$34.4K -422 -5%
GDP
1285
Great Diamond Partners
Maine
$682K +$43.3K +532 +6%
EWM
1286
Elmwood Wealth Management
California
$681K -$36.6K -450 -5%
DSC
1287
Duncker Streett & Co
Missouri
$681K -$449K -5,510 -39%
SC
1288
SouthState Corp
Florida
$678K +$403K +4,954 +132%
CRC
1289
Curi RMB Capital
Illinois
$678K -$110K -1,354 -13%
CWM
1290
Chemistry Wealth Management
New York
$678K +$30.4K +373 +4%
BFO
1291
Boston Family Office
Massachusetts
$677K -$814 -10 -0.1%
SMA
1292
Sage Mountain Advisors
Georgia
$676K -$100K -1,229 -12%
BOH
1293
Bank of Hawaii
Hawaii
$670K -$284K -3,489 -29%
SWM
1294
Sendero Wealth Management
Texas
$670K -$45.9K -564 -6%
SAM
1295
Smartleaf Asset Management
Massachusetts
$668K +$37.1K +456 +6%
WBCM
1296
Wilson & Boucher Capital Management
California
$667K – – –
MFG
1297
Magnus Financial Group
New York
$665K +$29.7K +365 +4%
MLL
1298
Moody Lynn & Lieberson
Massachusetts
$665K -$15.9K -195 -2%
HWA
1299
Heritage Wealth Advisors
Virginia
$664K -$49.2K -604 -7%
UCB
1300
United Community Bank
South Carolina
$664K +$267K +3,277 +62%
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