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Name Holding Trade Value Shares
Change 		Change in
Stake
IWAO
951
Independence Wealth Advisors (Ohio)
Ohio
$236K +$217K +1,739 New
DWM
952
Dakota Wealth Management
Florida
$235K +$215K +1,728 New
OWA
953
Opal Wealth Advisors
New York
$233K +$5.98K +48 +3%
OCM
954
Osterweis Capital Management
California
$233K – – –
FMLI
955
Fukoku Mutual Life Insurance
Japan
$232K -$125 -1 -0.1%
CAM
956
Claret Asset Management
Quebec, Canada
$232K -$498 -4 -0.2%
FFO
957
Fiduciary Family Office
Florida
$231K – – –
GT
958
Greenleaf Trust
Michigan
$229K -$67.9K -545 -24%
JIC
959
Joel Isaacson & Co
New York
$228K -$351K -2,822 -63%
PWM
960
Palumbo Wealth Management
New York
$227K +$209K +1,675 New
WC
961
Waterloo Capital
Texas
$227K -$7.6K -61 -4%
PGFC
962
Peapack-Gladstone Financial Corp
New Jersey
$227K -$103K -829 -33%
LRIA
963
Leonard Rickey Investment Advisors
Washington
$223K -$41.1K -330 -17%
CC
964
Cornerstone Capital
California
$223K +$204K +1,640 New
DWP
965
Daymark Wealth Partners
Ohio
$221K +$203K +1,632 New
AWA
966
AGH Wealth Advisors
Kansas
$220K +$202K +1,622 New
CFB
967
Cullen/Frost Bankers
Texas
$220K -$4.86K -39 -2%
AA
968
Armis Advisers
Georgia
$219K -$10.7K -86 -5%
SPA
969
Sherbrooke Park Advisers
New York
$217K -$1.72M -13,779 -90%
TFA
970
Tranquilli Financial Advisor
New Jersey
$217K +$199K +1,598 New
TCBWMS
971
Texas Capital Bank Wealth Management Services
Texas
$217K +$199K +1,597 New
MAM
972
Mainsail Asset Management
Alabama
$216K +$198K +1,591 New
OR
973
Olympiad Research
Connecticut
$214K +$196K +1,574 New
KP
974
Keel Point
Alabama
$214K -$41.1K -330 -17%
CPL
975
CAP Partners LLC
Tennessee
$213K -$14.9K -120 -7%
37 38
39
40 41