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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1751
Waverly Advisors
Alabama
$452K -$37.4K -332 -6%
ATC
1752
Adirondack Trust Company
New York
$452K -$11.3K -100 -3%
SG
1753
StoneX Group
New York
$451K +$187K +1,658 +75%
FCB
1754
First Command Bank
Texas
$451K – – –
RCG
1755
Resource Consulting Group
Florida
$449K +$433K +3,837 New
PAMG
1756
Patton Albertson Miller Group
Tennessee
$448K – – –
EWM
1757
Evermay Wealth Management
Virginia
$448K +$122K +1,085 +39%
LFA
1758
Lauterbach Financial Advisors
Texas
$448K +$432K +3,828 New
DGAM
1759
Desjardins Global Asset Management
Quebec, Canada
$447K +$431K +3,827 New
IA
1760
Insight Advisors
Pennsylvania
$446K -$55.6K -493 -11%
OC
1761
Oakworth Capital
Alabama
$446K -$37.1K -329 -8%
LIM
1762
Leavell Investment Management
Alabama
$446K -$19.2K -170 -4%
MSFS
1763
Main Street Financial Solutions
Pennsylvania
$446K -$10.3K -91 -2%
SC
1764
Sierra Capital
Florida
$446K +$319K +2,825 +287%
WW
1765
Waterfront Wealth
Kansas
$444K +$6.76K +60 +2%
CRCM
1766
Corbett Road Capital Management
Virginia
$443K -$44.4K -394 -9%
PCI
1767
Planning Center Inc
Illinois
$443K +$511K +4,535 New
CCFM
1768
Clear Creek Financial Management
Washington
$442K -$220K -1,948 -34%
MCM
1769
Murphy Capital Management
New Jersey
$442K -$2.14K -19 -0.5%
PCA
1770
Pallas Capital Advisors
Massachusetts
$441K -$158K -1,397 -23%
SWM
1771
Salvus Wealth Management
New Jersey
$441K +$25.5K +226 +6%
SMC
1772
Smith, Moore & Co
Missouri
$440K -$16.5K -146 -4%
MC
1773
Matisse Capital
Oregon
$438K -$78.9K -700 -16%
CGFA
1774
Colton Groome Financial Advisors
North Carolina
$438K +$902 +8 +0.2%
WCWM
1775
Willow Creek Wealth Management
California
$437K – – –
69 70
71
72 73