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Name Holding Trade Value Shares
Change 		Change in
Stake
MSR
1276
Main Street Research
Connecticut
$289K +$52K +396 +19%
SC
1277
SouthState Corp
Florida
$288K -$14.1K -107 -4%
GGA
1278
Granite Group Advisors
Connecticut
$284K – – –
WC
1279
Wynn Capital
Georgia
$284K +$9.86K +75 +3%
JF
1280
JSF Financial
California
$282K +$15.5K +118 +5%
GFG
1281
Greystone Financial Group
Michigan
$281K -$318K -2,422 -51%
5NPW
1282
55 North Private Wealth
Florida
$281K +$15.9K +121 +5%
VCP
1283
Verus Capital Partners
Arizona
$281K -$143K -1,085 -31%
RIP
1284
Reliant Investment Partners
North Carolina
$281K -$3.68K -28 -1%
FG
1285
Foster Group
Iowa
$279K +$45.2K +344 +17%
GI
1286
GAMMA Investing
California
$279K +$24.8K +189 +9%
CWMK
1287
Caliber Wealth Management (Kansas)
Kansas
$276K -$5.78K -44 -2%
BA
1288
Ballast Advisors
Minnesota
$275K – – –
FFS
1289
Founders Financial Securities
Maryland
$274K -$21.8K -166 -6%
GA
1290
GFS Advisors
Texas
$274K +$19.1K +145 +7%
ATFA
1291
All Terrain Financial Advisors
Minnesota
$273K – – –
WSA
1292
Wealth Science Advisors
Georgia
$273K – – –
PEWA
1293
Pacific Excel Wealth Advisors
California
$273K +$108K +819 +55%
SIMG
1294
Stephens Investment Management Group
Texas
$273K +$36K +274 +14%
ACM
1295
Aspen Capital Management
Idaho
$273K – – –
ADL
1296
Asset Dedication LLC
California
$272K +$2.76K +21 +0.9%
MHC
1297
May Hill Capital
Massachusetts
$272K -$13K -99 -4%
CAM
1298
Cidel Asset Management
Ontario, Canada
$272K +$302K +2,296 New
CCMG
1299
Clark Capital Management Group
Pennsylvania
$270K +$1.45K +11 +0.5%
BCWM
1300
Bartlett & Co Wealth Management
Ohio
$270K -$9.46K -72 -3%
50 51
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