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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
3976
One Capital Management
California
$201K +$225K +1,780 New
CWA
3977
Carolina Wealth Advisors
South Carolina
$200K – – –
CWAF
3978
Core Wealth Advisors (Florida)
Florida
$200K +$53.6K +424 +31%
GG
3979
Gleason Group
Kentucky
$199K – – –
WAM
3980
Worth Asset Management
Texas
$197K -$7.21K -57 -3%
CIR
3981
Clear Investment Research
Georgia
$195K +$379 +3 +0.2%
SAM
3982
Sycomore Asset Management
France
$190K -$164K -1,300 -44%
SC
3983
Stephens Consulting
Michigan
$186K – – –
APW
3984
Axim Planning & Wealth
Ohio
$181K +$130K +1,027 +178%
PCH
3985
Polar Capital Holdings
United Kingdom
$176K +$39.1M +309,198 +25%
RDIA
3986
RE Dickinson Investment Advisors
Iowa
$171K +$27.3K +216 +22%
RCC
3987
Red Cedar Capital
Nebraska
$167K – – –
IWP
3988
IAG Wealth Partners
Wisconsin
$166K +$5.56K +44 +3%
ARS
3989
Adirondack Retirement Specialists
New York
$159K +$178K +1,410 New
HS
3990
Horan Securities
United States
$154K +$21.2K +168 +14%
BAM
3991
Baldrige Asset Management
Pennsylvania
$152K – – –
UID
3992
Union Investments & Development
Israel
$147K – – –
FCG
3993
Financial Connections Group
California
$146K +$5.06K +40 +3%
PWS
3994
Paragon Wealth Strategies
Florida
$142K +$159K +1,260 New
FEG
3995
Financial Enhancement Group
Indiana
$137K – – –
LWA
3996
Lowe Wealth Advisors
Maryland
$124K +$60K +475 +76%
NOI
3997
Newton One Investments
Delaware
$122K – – –
SC
3998
Saban Cheryl
$120K – – –
SIMG
3999
Stephens Investment Management Group
Texas
$113K – – –
BHWM
4000
Bay Harbor Wealth Management
Maryland
$111K +$379 +3 +0.3%
158 159
160
161 162