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Name Holding Trade Value Shares
Change
Change in
Stake
AFS
3326
Access Financial Services
Minnesota
$3.28M -$329K -1,608 -10%
OWA
3327
One Wealth Advisors
California
$3.28M -$7.57K -37 -0.2%
BWG
3328
Boomfish Wealth Group
Georgia
$3.27M -$118K -576 -4%
MWS
3329
Maxwell Wealth Strategies
California
$3.26M -$15.5K -76 -0.5%
FOA
3330
Five Oceans Advisors
California
$3.26M -$33.1K -162 -1%
LCM
3331
Legato Capital Management
California
$3.26M
BOS
3332
Bank of Stockton
California
$3.26M -$68.1K -333 -2%
CFS
3333
Commonwealth Financial Services
West Virginia
$3.26M +$718K +3,510 +31%
IFA
3334
Index Fund Advisors
California
$3.25M -$5.93K -29 -0.2%
SPWG
3335
Syntegra Private Wealth Group
Missouri
$3.25M +$452K +2,207 +18%
LIA
3336
Lynx Investment Advisory
District of Columbia
$3.24M -$29.7K -145 -1%
AWA
3337
AGH Wealth Advisors
Kansas
$3.24M +$3.02M +14,773 New
PCMC
3338
Private Capital Management (Colorado)
Colorado
$3.24M -$2.13M -10,435 -41%
OFW
3339
Omnia Family Wealth
Florida
$3.24M +$124K +608 +4%
TCOTS
3340
Trust Company of the South
North Carolina
$3.23M +$619K +3,028 +26%
LJHT
3341
Laurie J. Hall Trustee
$3.23M
AIA
3342
Angeles Investment Advisors
California
$3.23M -$1.43M -6,980 -32%
OC
3343
Optimas Capital
Hong Kong
$3.23M -$2.76M -13,500 -48%
NRC
3344
New Republic Capital
North Carolina
$3.22M -$113K -554 -4%
NL
3345
Navalign LLC
California
$3.21M +$95.7K +468 +3%
MDA
3346
Minot DeBlois Advisors
Massachusetts
$3.21M +$3M +14,647 New
PWA
3347
Physician Wealth Advisors
Utah
$3.21M -$2.86K -14 -0.1%
NCFG
3348
New Century Financial Group
New Jersey
$3.21M -$501K -2,451 -15%
PG
3349
Patten Group
Tennessee
$3.2M +$247K +1,207 +9%
WCM
3350
Winthrop Capital Management
Indiana
$3.19M +$191K +936 +7%