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Seagate
STX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFPG
1051
Stonebridge Financial Planning Group
Florida
$974K – – –
SC
1052
SouthState Corp
Florida
$974K +$2.29K +3 +0.3%
RMDI
1053
R.M. Davis Inc
Maine
$973K -$114K -150 -13%
OC
1054
Oakworth Capital
Alabama
$966K – – –
WE
1055
Wealth Effects
Massachusetts
$965K – – –
CWM
1056
C2C Wealth Management
Arizona
$965K – – –
COFSG
1057
Carbahal Olsen Financial Services Group
California
$965K – – –
FFB
1058
First Financial Bankshares
Texas
$965K – – –
FIB
1059
First Interstate Bank
Montana
$965K – – –
CI
1060
Conning Inc
Connecticut
$958K +$15.3K +20 +2%
VWS
1061
Virtus Wealth Solutions
New Jersey
$956K +$756K +991 New
SSC
1062
Syverson Strege & Co
Iowa
$956K -$30.5K -40 -4%
SAM
1063
Simplify Asset Management
Nevada
$955K +$3.81K +5 +0.5%
AAS
1064
Annex Advisory Services
Wisconsin
$949K -$3.05K -4 -0.4%
TA
1065
TrueWealth Advisors
Alabama
$948K -$61K -80 -8%
BF
1066
Blankinship & Foster
California
$947K -$317K -416 -30%
OL
1067
Optas LLC
Texas
$943K -$233K -305 -24%
FCP
1068
Fidelis Capital Partners
Florida
$938K -$3.05K -4 -0.4%
GFP
1069
Gryphon Financial Partners
Ohio
$936K +$230K +302 +45%
IWA
1070
Icon Wealth Advisors
Texas
$936K -$143K -188 -16%
CCA
1071
Cadent Capital Advisors
Oklahoma
$936K -$6.87K -9 -0.9%
AI
1072
AXS Investments
New York
$935K +$739K +969 New
AS
1073
Altshuler Shaham
Israel
$933K +$731K +958 +10,644%
IAN
1074
Integrated Advisors Network
Texas
$929K -$1.32M -1,733 -64%
RCAG
1075
Rehmann Capital Advisory Group
Michigan
$927K +$738K +967 New
41 42
43
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