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Name Holding Trade Value Shares
Change 		Change in
Stake
RCI
2126
RS Crum Inc
California
$441K +$420K +1,251 New
ODFS
2127
O'Donnell Financial Services
California
$440K -$80.5K -240 -13%
MKC
2128
M. Kraus & Co
Vermont
$440K +$75.5K +225 +22%
1IA
2129
1834 Investment Advisors
Wisconsin
$439K -$80.5K -240 -16%
GG
2130
Greenwood Gearhart
Arkansas
$438K – – –
GCA
2131
Genesee Capital Advisors
New York
$438K +$7.04K +21 +2%
JWA
2132
JFS Wealth Advisors
Pennsylvania
$438K +$55.3K +165 +15%
SC
2133
SouthState Corp
Florida
$437K – – –
IFG
2134
Investors Financial Group
Minnesota
$436K -$40.2K -120 -9%
SFWA
2135
Summit Financial Wealth Advisors
Louisiana
$435K – – –
RIS
2136
Retirement Income Solutions
Michigan
$435K +$3.02K +9 +0.7%
PCA
2137
Private Capital Advisors
Connecticut
$434K -$446K -1,329 -52%
DWM
2138
Destination Wealth Management
California
$433K -$62.4K -186 -13%
AF
2139
Arrow Financial
New York
$433K -$10.1K -30 -2%
SFA
2140
Source Financial Advisors
New York
$432K +$6.04K +18 +1%
DFA
2141
Delta Financial Advisors
Louisiana
$431K – – –
EA
2142
Evergreen Advisors
Tennessee
$431K +$25.2K +75 +7%
SFA
2143
Seneca Financial Advisors
New York
$430K +$87.5K +261 +27%
SWM
2144
Selective Wealth Management
Virginia
$429K +$34.2K +102 +9%
VI
2145
Versor Investments
New York
$427K +$406K +1,212 New
GCMG
2146
Gyroscope Capital Management Group
Florida
$426K -$97.6K -291 -19%
RWM
2147
Reston Wealth Management
Virginia
$426K – – –
GWM
2148
GSB Wealth Management
Connecticut
$426K +$405K +1,209 New
MWM
2149
Minot Wealth Management
Massachusetts
$424K +$17.1K +51 +4%
SQA
2150
Simon Quick Advisors
New Jersey
$424K +$228K +681 +130%
84 85
86
87 88