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SF

Stifel
SF

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
551
Bell Investment Advisors
California
$13.3K +$5.83K +73 +85%
CWP
552
Concord Wealth Partners
Virginia
$12.5K +$12K +150 New
BCM
553
Boreal Capital Management
Florida
$12.1K – – –
DWM
554
Dogwood Wealth Management
Kansas
$12.1K – – –
FFA
555
Frazier Financial Advisors
Ohio
$11.8K – – –
FMII
556
Farmers & Merchants Investments Inc
Nebraska
$11.5K +$320 +4 +3%
FPF
557
First Pacific Financial
Washington
$10.8K +$2.48K +31 +32%
HI
558
Harbour Investments
Wisconsin
$10.3K +$2.64K +33 +37%
NSIM
559
North Star Investment Management
Illinois
$9.89K +$3.04K +38 +47%
CPG
560
Cornerstone Planning Group
New Jersey
$9.34K -$4.08K -51 -31%
WTC
561
WhitTier Trust Company
Nevada
$8.93K -$2.96K -37 -27%
BW
562
Basepoint Wealth
Iowa
$8.57K +$8.15K +102 New
RWS
563
Retirement Wealth Solutions
Wisconsin
$8.41K -$1.2K -15 -13%
SS
564
Sunbelt Securities
Texas
$7.76K – – –
ANBT
565
American National Bank & Trust
Texas
$6.89K +$6.63K +83 New
W
566
WealthCollab
Washington
$6.39K – – –
MEG
567
Millstone Evans Group
Colorado
$6.01K – – –
DSC
568
Daytona Street Capital
Missouri
$6.01K +$5.75K +72 New
IIM
569
IFC & Insurance Marketing
California
$6K +$5.99K +75 New
MI
570
Motiv8 Investments
Florida
$6K +$6.15K +77 New
SC
571
SouthState Corp
Florida
$5.89K +$4.48K +56 +373%
CIA
572
Cape Investment Advisory
Georgia
$5.88K – – –
FHA
573
Flagship Harbor Advisors
Massachusetts
$5.81K +$5.51K +69 New
TFA
574
Transamerica Financial Advisors
Florida
$5.27K +$4.16K +52 +473%
WB
575
Webster Bank
Connecticut
$5.26K – – –
21 22
23
24 25