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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1351
Sheets Smith Wealth Management
North Carolina
$681K -$54.3K -633 -8%
DJSG
1352
D.J. St. Germain
Massachusetts
$681K +$343 +4 +0.1%
FC
1353
Financial Council
Maryland
$678K – – –
SPC
1354
Spirepoint Private Client
Florida
$677K -$74K -863 -11%
PCP
1355
Proficio Capital Partners
Massachusetts
$676K -$116K -1,349 -16%
LRIA
1356
Leonard Rickey Investment Advisors
Washington
$675K +$12K +140 +2%
CHJWM
1357
Carlton Hofferkamp & Jenks Wealth Management
Texas
$674K -$49.3K -575 -8%
VCM
1358
Virtue Capital Management
Tennessee
$674K +$9.87K +115 +2%
PAI
1359
Pittenger & Anderson Inc
Nebraska
$673K – – –
AC
1360
Apella Capital
Connecticut
$670K -$18.2K -212 -3%
JSW
1361
Journey Strategic Wealth
New Jersey
$670K +$123K +1,429 +26%
MIM
1362
Morningstar Investment Management
Illinois
$669K +$326K +3,798 +117%
SAM
1363
Sompo Asset Management
Japan
$669K +$8.58K +100 +1%
HW
1364
Hancock Whitney
Mississippi
$668K -$379K -4,423 -39%
GGI
1365
GPM Growth Investors
Michigan
$667K -$244K -2,840 -29%
SP
1366
Stonebrook Private
Michigan
$667K -$10.6K -123 -2%
XF
1367
XML Financial
Maryland
$666K -$52.2K -609 -8%
BA
1368
Birinyi Associates
Connecticut
$663K – – –
RLIM
1369
Red Lighthouse Investment Management
New York
$661K -$172 -2 -0%
SFB
1370
STAR Financial Bank
Indiana
$660K -$79.2K -923 -12%
SWA
1371
Stratos Wealth Advisors
Ohio
$659K +$172 +2 +0%
CA
1372
CoreCap Advisors
Michigan
$657K +$578K +6,741 New
PT
1373
Plimoth Trust
Massachusetts
$657K -$2.57K -30 -0.4%
JWM
1374
Jeppson Wealth Management
California
$656K -$52.9K -617 -8%
WRPWM
1375
Werba Rubin Papier Wealth Management
California
$656K +$66.9K +780 +13%
53 54
55
56 57