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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
926
Opal Wealth Advisors
New York
$234K +$17.1K +135 +8%
PRI
927
Prepared Retirement Institute
Pennsylvania
$234K – – –
CPA
928
Capital Performance Advisors
California
$232K -$230K -1,812 -51%
PCH
929
PGIM Custom Harvest
New Jersey
$232K – – –
OTPPB
930
Ontario Teachers' Pension Plan Board
Ontario, Canada
$230K -$646K -5,097 -75%
CAM
931
Claret Asset Management
Quebec, Canada
$230K +$220K +1,740 New
KRW
932
Kaufman Rossin Wealth
Florida
$230K -$397K -3,135 -64%
CAMG
933
CWA Asset Management Group
Florida
$229K +$219K +1,729 New
SM
934
Sweeney & Michel
California
$229K -$43.8K -346 -17%
OCM
935
Osterweis Capital Management
California
$227K -$633 -5 -0.3%
AWE
936
Avidian Wealth Enterprises
Texas
$227K +$217K +1,715 New
FMLI
937
Fukoku Mutual Life Insurance
Japan
$227K -$23.4K -185 -10%
MC
938
Moors & Cabot
Massachusetts
$226K -$467K -3,683 -68%
GIA
939
Gladstone Institutional Advisory
Florida
$225K -$4.69K -37 -2%
FFO
940
Fiduciary Family Office
Florida
$225K – – –
PWMAG
941
Pinnacle Wealth Management Advisory Group
New Jersey
$225K +$215K +1,697 New
PFM
942
Potomac Fund Management
Florida
$224K +$207K +1,636 New
LFG
943
Larson Financial Group
Missouri
$221K +$139K +1,099 +192%
EA
944
Everpar Advisors
Oklahoma
$221K +$211K +1,669 New
AA
945
Advisory Alpha
Michigan
$219K -$3.04K -24 -1%
PMG
946
ProVise Management Group
Florida
$218K +$209K +1,647 New
CC
947
Cornerstone Capital
California
$217K +$208K +1,640 New
CWA
948
Centerline Wealth Advisors
Kentucky
$215K -$26K -205 -11%
LFAS
949
Level Four Advisory Services
Texas
$214K -$156K -1,233 -43%
EFS
950
Essex Financial Services
Connecticut
$213K -$50.2K -396 -20%
36 37
38
39 40