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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1651
Advyzon Investment Management
Illinois
$2.28M +$42K +121 +2%
SOW
1652
State of Wyoming
Wyoming
$2.28M -$37.8K -109 -2%
CIAS
1653
CFS Investment Advisory Services
New Jersey
$2.28M +$264K +761 +17%
PJSIMP
1654
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.28M -$302K -872 -15%
CWS
1655
Confluence Wealth Services
Pennsylvania
$2.28M +$73.2K +211 +4%
SC
1656
SouthState Corp
Florida
$2.27M -$1.34M -3,854 -43%
BEW
1657
Burton Enright Welch
California
$2.27M -$791K -2,282 -31%
SCI
1658
S&CO Inc
Massachusetts
$2.27M +$173K +500 +11%
SWA
1659
Sax Wealth Advisors
New Jersey
$2.26M +$98.5K +284 +6%
AWA
1660
Alta Wealth Advisors
Massachusetts
$2.26M +$3.12K +9 +0.2%
ST
1661
Somerset Trust
Pennsylvania
$2.25M +$135K +388 +8%
LW
1662
Libra Wealth
California
$2.25M – – –
SMWM
1663
Silvia McColl Wealth Management
California
$2.24M +$66.9K +193 +4%
GAA
1664
Guardian Asset Advisors
Pennsylvania
$2.24M -$40.9K -118 -2%
BA
1665
Ballast Advisors
Minnesota
$2.23M -$20.8K -60 -1%
FH
1666
FWG Holdings
Florida
$2.23M +$116K +334 +7%
TC
1667
Trilogy Capital
California
$2.23M +$11.4K +33 +0.7%
FGWP
1668
Founders Grove Wealth Partners
Virginia
$2.23M +$155K +447 +10%
LF
1669
Lee Financial
Texas
$2.22M +$1.25M +3,593 +256%
SPWM
1670
Spartan Planning & Wealth Management
North Carolina
$2.22M -$225K -650 -12%
RWMG
1671
Redwood Wealth Management Group
New Jersey
$2.22M +$18.7K +54 +1%
OC
1672
Oarsman Capital
Wisconsin
$2.22M +$592K +1,708 +52%
ATC
1673
Adirondack Trust Company
New York
$2.22M -$35K -101 -2%
AC
1674
Apella Capital
Connecticut
$2.21M +$254K +733 +17%
EMCIP
1675
Ewing Morris & Co Investment Partners
Ontario, Canada
$2.21M +$1.72M +4,960 New
65 66
67
68 69