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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
2726
Osterweis Capital Management
California
$33K – – –
HIW
2727
Holos Integrated Wealth
Pennsylvania
$32.8K – – –
HHMI
2728
Howard Hughes Medical Institute
Maryland
$32.7K – – –
EPIM
2729
Evelyn Partners Investment Management
$31.9K – – –
BCM
2730
Berbice Capital Management
New York
$28.2K – – –
DRS
2731
Deane Retirement Strategies
Louisiana
$28.2K – – –
DWS
2732
Dynamic Wealth Strategies
California
$28.2K – – –
PS
2733
Pinney & Scofield
Massachusetts
$28.2K – – –
AIP
2734
Arrowpoint Investment Partners
Singapore
$28.2K +$29K +100 New
LWMI
2735
Legacy Wealth Management (Idaho)
Idaho
$27.1K – – –
OA
2736
Operose Advisors
Wisconsin
$25.7K -$870 -3 -3%
CMP
2737
Coston McIsaac & Partners
Maine
$25K +$290 +1 +1%
HFM
2738
Hartford Financial Management
Connecticut
$24K – – –
AWA
2739
American Wealth Advisors
Georgia
$24K +$24.7K +85 New
NWM
2740
Nova Wealth Management
Florida
$23.7K -$7.54K -26 -24%
PWMG
2741
Private Wealth Management Group
New Jersey
$23.4K – – –
SRCM
2742
Signature Resources Capital Management
California
$23.1K – – –
WAM
2743
WFA Asset Management
Wisconsin
$22.7K +$290 +1 +1%
RWPA
2744
Richard W. Paul & Associates
Michigan
$22.3K +$870 +3 +4%
CIAS
2745
CBIZ Investment Advisory Services
Ohio
$22.3K +$8.7K +30 +61%
W
2746
WealthCollab
Washington
$22K – – –
RL
2747
Rogco LP
Oklahoma
$20.9K – – –
UFPG
2748
United Financial Planning Group
New York
$19.8K +$20.3K +70 New
GA
2749
Guerra Advisors
Florida
$18.5K +$18.9K +65 New
TCM
2750
TD Capital Management
Tennessee
$18.4K – – –