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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1851
Sippican Capital Advisors
Massachusetts
$323K – – –
AWA
1852
Aaron Wealth Advisors
Illinois
$323K +$19.8K +84 +7%
SC
1853
SouthState Corp
Florida
$321K -$45.9K -195 -14%
GG
1854
Greenwood Gearhart
Arkansas
$321K +$73.4K +312 +34%
TIA
1855
Traphagen Investment Advisors
New Jersey
$320K +$2.82K +12 +1%
IIC
1856
Integrated Investment Consultants
Michigan
$320K +$77K +327 +36%
FRA
1857
Front Row Advisors
California
$318K – – –
PA
1858
Parkside Advisors
California
$318K – – –
RIS
1859
Retirement Income Solutions
Michigan
$317K – – –
SAM
1860
S.A. Mason
Michigan
$317K +$2.12K +9 +0.7%
MSA
1861
Marino Stram & Associates
Massachusetts
$317K +$7.77K +33 +3%
CMBA
1862
C.M. Bidwell & Associates
Hawaii
$317K +$131K +558 +83%
DFA
1863
Delta Financial Advisors
Louisiana
$316K – – –
FNBOSM
1864
First National Bank of South Miami
Florida
$316K +$91.8K +390 +47%
GCA
1865
Genesee Capital Advisors
New York
$316K +$287K +1,221 New
IAS
1866
IMA Advisory Services
Colorado
$314K – – –
LWM
1867
Loveless Wealth Management
Montana
$314K – – –
QCM
1868
Quest Capital Management
Texas
$313K – – –
RWM
1869
Reston Wealth Management
Virginia
$313K +$17.7K +75 +7%
SFA
1870
Source Financial Advisors
New York
$312K +$284K +1,206 New
PIFP
1871
Partners in Financial Planning
Virginia
$310K – – –
LC
1872
Lavaca Capital
Texas
$310K -$1.09M -4,641 -79%
SCG
1873
Sonata Capital Group
Washington
$310K -$530K -2,250 -65%
CCM
1874
Crossvault Capital Management
Texas
$310K – – –
WPP
1875
Whalerock Point Partners
Rhode Island
$310K – – –
73 74
75
76 77