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Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
1776
Knollwood Investment Advisory
Maryland
$316K -$631K -6,525 -65%
SC
1777
SouthState Corp
Florida
$315K -$4.06K -42 -1%
WG
1778
Wealth Group
North Carolina
$315K +$55.8K +577 +20%
ATC
1779
Adirondack Trust Company
New York
$315K – – –
TFF
1780
The Family Firm
Maryland
$314K +$28.1K +290 +9%
KA
1781
Klingman & Associates
New York
$314K +$16.6K +172 +5%
ALC
1782
Alexander Labrunerie & Co
Missouri
$314K -$48.8K -504 -13%
SRC
1783
Shufro Rose & Co
New York
$313K -$301K -3,109 -52%
TW
1784
TrinityPoint Wealth
Connecticut
$312K +$8.61K +89 +3%
LWM
1785
LongView Wealth Management
Georgia
$312K +$97 +1 +0%
JWA
1786
JFS Wealth Advisors
Pennsylvania
$311K +$13.1K +135 +4%
ACP
1787
Argyle Capital Partners
California
$310K +$329K +3,402 New
PFA
1788
Petra Financial Advisors
Colorado
$310K +$2.9K +30 +0.9%
CA
1789
Carson Advisory
Georgia
$310K +$193 +2 +0.1%
PFSC
1790
Peoples Financial Services Corp
Pennsylvania
$310K – – –
GCA
1791
Gradient Capital Advisors
California
$309K -$9.58K -99 -3%
BWP
1792
Balboa Wealth Partners
Arizona
$309K -$44.8K -463 -12%
TIM
1793
Tikehau Investment Management
France
$308K -$106K -1,098 -25%
AA
1794
Acorns Advisers
California
$308K +$63.8K +659 +24%
RAM
1795
Redmond Asset Management
Virginia
$308K +$326K +3,373 New
ALAM
1796
Asahi Life Asset Management
Japan
$308K +$326K +3,370 New
AWMM
1797
Aegis Wealth Management (Maryland)
Maryland
$307K +$326K +3,365 New
TIA
1798
Tiemann Investment Advisors
California
$307K – – –
TWP
1799
Tyche Wealth Partners
Texas
$307K -$25.5K -264 -7%
BWA
1800
Bestgate Wealth Advisors
Maryland
$306K +$325K +3,357 New
70 71
72
73 74