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Name Holding Trade Value Shares
Change
Change in
Stake
OAM
3001
Oak Asset Management
California
$2.25M -$49.1K -350 -2%
LEA
3002
Legacy Edge Advisors
New York
$2.25M +$2.07M +14,779 New
JAG
3003
Journey Advisory Group
Kentucky
$2.24M -$18.5K -132 -0.9%
BWM
3004
Baystate Wealth Management
Massachusetts
$2.24M +$80.7K +576 +4%
W
3005
Wealthquest
Ohio
$2.24M -$45.6K -325 -2%
VFG
3006
V2 Financial group
Illinois
$2.24M -$69.7K -497 -3%
AT
3007
Arvest Trust
Oklahoma
$2.24M +$185K +1,320 +10%
CIM
3008
Caldwell Investment Management
Ontario, Canada
$2.24M +$322K +2,300 +19%
WCM
3009
Wedge Capital Management
North Carolina
$2.23M +$13.3K +95 +0.7%
AWA
3010
Amplius Wealth Advisors
Pennsylvania
$2.23M +$37.3K +266 +2%
RFA
3011
Resurgent Financial Advisors
Georgia
$2.23M -$134K -957 -6%
DI
3012
Diligent Investors
California
$2.23M -$131K -933 -6%
S2L
3013
Sparta 24 Ltd
Israel
$2.22M +$2.05M +14,625 New
PIMG
3014
Patriot Investment Management Group
Tennessee
$2.22M -$97.6K -696 -5%
BSHC
3015
Breed's Hill Capital
Massachusetts
$2.22M +$2.05M +14,595 New
TPW
3016
Transatlantique Private Wealth
New York
$2.21M +$14.2K +101 +0.7%
NAMNJ
3017
NorthStar Asset Management (New Jersey)
New Jersey
$2.21M +$2.04M +14,563 New
PSB
3018
Piscataqua Savings Bank
New Hampshire
$2.21M -$22.7K -162 -1%
PWA
3019
Physician Wealth Advisors
Utah
$2.21M +$32.7K +233 +2%
CCP
3020
Cunning Capital Partners
North Carolina
$2.21M
FA
3021
Fermata Advisors
California
$2.2M -$99.8K -712 -5%
WPC
3022
Waters Parkerson & Co
Louisiana
$2.2M -$115K -817 -5%
AWM
3023
Arista Wealth Management
Nevada
$2.2M -$18.2K -130 -0.9%
PFG
3024
Prosperity Financial Group
California
$2.19M +$164K +1,169 +9%
GD
3025
Grandfield & Dodd
New York
$2.19M -$11.2K -80 -0.6%