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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1326
Strategic Investment Solutions
Illinois
$15K +$10.9K +59 New
SIM
1327
Synergy Investment Management
Florida
$15K +$9.75K +53 New
GGI
1328
Godsey & Gibb Inc
Virginia
$14.8K – – –
IA
1329
IFS Advisors
Kansas
$14.8K – – –
VWM
1330
Vermillion Wealth Management
Minnesota
$14.5K +$920 +5 +10%
EWM
1331
Evermay Wealth Management
Virginia
$13.2K – – –
KFI
1332
Key Financial Inc
Pennsylvania
$13.2K – – –
GWM
1333
Geneos Wealth Management
Colorado
$13K -$17.7K -96 -65%
MG
1334
Mather Group
Illinois
$12.9K -$1.66K -9 -15%
GK
1335
Graney & King
New York
$12.7K – – –
HWA
1336
Heritage Wealth Advisors
Virginia
$12.7K – – –
TFM
1337
TFC Financial Management
Massachusetts
$12.7K – – –
FRA
1338
Front Row Advisors
California
$12.7K -$9.75K -53 -58%
FFO
1339
Fortitude Family Office
Arizona
$11.5K -$184 -1 -2%
HNW
1340
High Note Wealth
Minnesota
$11.5K +$5.34K +29 +181%
RWS
1341
Retirement Wealth Solutions
Wisconsin
$11.2K +$3.86K +21 +91%
MA
1342
Montag & Associates
Georgia
$11.1K -$36.4K -198 -82%
SGK
1343
Steigerwald Gordon & Koch
Virginia
$10.2K -$1.84K -10 -20%
ADL
1344
Asset Dedication LLC
California
$9.93K -$41K -223 -85%
CIA
1345
Cape Investment Advisory
Georgia
$9.67K +$6.99K +38 New
BCWM
1346
Bartlett & Co Wealth Management
Ohio
$9.67K -$1.84K -10 -21%
MAFA
1347
MJT & Associates Financial Advisory
Minnesota
$9.67K – – –
PPC
1348
Park Place Capital
Alabama
$9.67K +$2.39K +13 +52%
IA
1349
IFG Advisory
Georgia
$9.42K +$6.81K +37 New
SC
1350
SouthState Corp
Florida
$8.91K +$736 +4 +13%
52 53
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55 56