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Advanced Micro Devices
AMD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1476
Boston Family Office
Massachusetts
$280K +$305K +2,558 New
FWM
1477
Finer Wealth Management
Massachusetts
$280K +$306K +2,564 New
OCG
1478
Opus Capital Group
Ohio
$279K -$8.24K -69 -3%
BSI
1479
Bennett Selby Investments
Maine
$275K +$300K +2,517 New
FLA
1480
Financial Life Advisors
Texas
$273K – – –
CPO
1481
Cerity Partners OCIO
New York
$272K +$89.2K +747 +43%
LFA
1482
Legacy Financial Advisors
Kentucky
$271K -$77.5K -649 -21%
DFA
1483
Delta Financial Advisors
Louisiana
$271K +$295K +2,475 New
AW
1484
ACG Wealth
Georgia
$269K -$716K -5,999 -71%
I
1485
INVST
Indiana
$267K +$30.9K +259 +9%
PCMC
1486
Paragon Capital Management (Colorado)
Colorado
$267K +$291K +2,439 New
RFA
1487
Resurgent Financial Advisors
Georgia
$267K +$292K +2,449 New
PWA
1488
Physician Wealth Advisors
Utah
$266K +$319K +2,674 New
SGAM
1489
Smith Group Asset Management
Texas
$265K – – –
KMWM
1490
Keudell/Morrison Wealth Management
Oregon
$263K -$4.42K -37 -2%
AIL
1491
AGF Investments LLC
Ontario, Canada
$263K +$82.7K +693 +41%
PWP
1492
Pursue Wealth Partners
California
$262K – – –
LMKC
1493
L.M. Kohn & Company
Ohio
$262K +$286K +2,396 New
AP
1494
Appleton Partners
Massachusetts
$261K +$19.7K +165 +7%
AB
1495
Atlas Brown
Kentucky
$261K +$27.9K +234 +11%
KFI
1496
Key Financial Inc
Pennsylvania
$260K +$98.7K +827 +53%
VBCG
1497
Valley Brook Capital Group
Pennsylvania
$259K +$47.8K +400 +20%
AWA
1498
Amplius Wealth Advisors
Pennsylvania
$258K +$11.8K +99 +4%
MHR
1499
Matthew Hamilton Rosenberg
$258K +$36.1K +302 +15%
CRI
1500
Colonial River Investments
Virginia
$258K +$72.2K +605 +35%
58 59
60
61 62