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Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
1426
Baker Ellis Asset Management
Washington
$550K -$2.07K -20 -0.4%
SAM
1427
Strategy Asset Managers
California
$550K -$52K -503 -8%
DP
1428
DDD Partners
Washington
$549K -$61.1K -591 -10%
ACMA
1429
Arbor Capital Management (Alaska)
Alaska
$549K -$77.8K -753 -12%
SC
1430
SouthState Corp
Florida
$549K +$221K +2,137 +62%
LRPA
1431
L. Roy Papp & Associates
Arizona
$547K -$17.6K -170 -3%
SEIA
1432
Signature Estate & Investment Advisors
California
$547K +$1.96K +19 +0.3%
SEEDPG
1433
S.E.E.D. Planning Group
New York
$546K -$1.77M -17,170 -76%
LCGC
1434
Legacy Capital Group California
California
$545K +$34.9K +338 +6%
CSI
1435
Clark & Stuart Inc
Maine
$545K – – –
CWS
1436
Confluence Wealth Services
Pennsylvania
$544K +$312K +3,018 +85%
MYIA
1437
Mount Yale Investment Advisors
Colorado
$544K -$87.9K -850 -13%
RPWA
1438
Regent Peak Wealth Advisors
Georgia
$543K -$109K -1,057 -16%
JCFM
1439
JBR Co Financial Management
Oklahoma
$543K -$11.2K -108 -2%
CRI
1440
Colonial River Investments
Virginia
$543K -$95.7K -926 -14%
SPL
1441
Smart Portfolios LLC
Washington
$541K -$3.83K -37 -0.7%
GCP
1442
Gill Capital Partners
Colorado
$540K +$517 +5 +0.1%
GDP
1443
Great Diamond Partners
Maine
$539K -$46K -445 -7%
AMCA
1444
Arthur M. Cohen & Associates
Illinois
$537K – – –
PWP
1445
Private Wealth Partners
California
$537K -$413 -4 -0.1%
SIM
1446
Sentry Investment Management
Wisconsin
$534K -$206K -1,994 -23%
BFC
1447
Bedel Financial Consulting
Indiana
$533K +$23.4K +226 +4%
TGAM
1448
TBH Global Asset Management
Tennessee
$533K -$100K -972 -15%
PGCM
1449
Prescott Group Capital Management
Oklahoma
$532K – – –
GWS
1450
Greykasell Wealth Strategies
California
$531K -$12.5K -121 -2%
56 57
58
59 60