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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2751
Consilium Wealth Advisory
Texas
$5.7M +$773K +3,509 +15%
QCIG
2752
Quad-Cities Investment Group
Iowa
$5.69M +$7.71K +35 +0.1%
OFG
2753
Oxford Financial Group
Indiana
$5.68M +$1.39M +6,326 +30%
PIA
2754
Prakash Investment Advisors
Massachusetts
$5.68M -$976K -4,435 -14%
OIM
2755
Oder Investment Management
California
$5.67M -$41.4K -188 -0.7%
CWA
2756
Crux Wealth Advisors
California
$5.67M +$450K +2,044 +8%
EIM
2757
Essex Investment Management
Massachusetts
$5.67M -$358K -1,625 -6%
FWA
2758
FSM Wealth Advisors
Ohio
$5.66M -$41.8K -190 -0.7%
RGC
2759
Roberts, Glore & Co
Illinois
$5.66M +$311K +1,412 +5%
SAM
2760
Sagewood Asset Management
New York
$5.65M +$515K +2,337 +9%
TIAM2
2761
Tru Independence Asset Management 2
Oregon
$5.65M +$1.03M +4,663 +21%
OCM
2762
Orion Capital Management
California
$5.65M -$312K -1,419 -5%
IMT
2763
Investment Management Trust
Massachusetts
$5.65M +$5.97M +27,116 New
T
2764
TOBAM
France
$5.63M -$1.2M -5,464 -17%
OL
2765
OneFund LLC
Florida
$5.63M -$63.6K -289 -1%
WA1
2766
Wimmer Associates 1
California
$5.63M -$11K -50 -0.2%
WA
2767
Wilmar Advisors
Florida
$5.62M – – –
BSCCG
2768
Blue Sky Capital Consultants Group
California
$5.62M -$136K -617 -2%
CSI
2769
Cross Staff Investments
New York
$5.61M – – –
IFS
2770
Integrated Financial Solutions
Virginia
$5.61M +$1.03M +4,700 +21%
LWM
2771
Liberty Wealth Management
California
$5.6M -$167K -760 -3%
FI
2772
Finivi Inc
Massachusetts
$5.6M +$233K +1,059 +4%
CW
2773
Channel Wealth
California
$5.6M +$2.71M +12,304 +84%
SI
2774
Seeds Investor
New York
$5.59M +$2.18M +9,917 +79%
OC
2775
Opal Capital
Florida
$5.59M +$2.84M +12,889 +92%
109 110
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112 113