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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1801
Octavia Wealth Advisors
Ohio
$270K +$3.59K +19 +1%
FWP
1802
Forefront Wealth Partners
Texas
$270K -$4.53K -24 -2%
SL
1803
Sentry LLC
Tennessee
$269K -$8.5K -45 -3%
DC
1804
DeDora Capital
California
$269K – – –
AL
1805
Aspiriant LLC
California
$269K -$6.04K -32 -2%
CWD
1806
Clarity Wealth Development
Oregon
$269K – – –
OFS
1807
Orrstown Financial Services
Pennsylvania
$268K -$8.5K -45 -3%
WDC
1808
Woodward Diversified Capital
California
$268K – – –
AA
1809
Argent Advisors
Louisiana
$268K – – –
VBWMG
1810
Von Berge Wealth Management Group
California
$268K +$221K +1,171 New
OC
1811
Oarsman Capital
Wisconsin
$267K +$5.86K +31 +2%
EFG
1812
Embree Financial Group
Illinois
$265K +$8.12K +43 +4%
HFS
1813
Heritage Financial Services
Massachusetts
$265K -$189 -1 -0.1%
LOAMU
1814
Lombard Odier Asset Management (USA)
New York
$265K +$239K +1,263 New
UAML
1815
US Asset Management LLC
Pennsylvania
$264K -$567 -3 -0.2%
STB
1816
S&T Bank
Pennsylvania
$264K +$1.51K +8 +0.6%
MWM
1817
Mattern Wealth Management
Kansas
$264K -$9.44K -50 -4%
HI
1818
Hudock Inc
Pennsylvania
$264K – – –
SCM
1819
Saxony Capital Management
Missouri
$264K +$238K +1,260 New
MPM
1820
Meritage Portfolio Management
Kansas
$263K -$15.1K -80 -6%
KIC
1821
Kensington Investment Counsel
California
$263K – – –
WB
1822
Webster Bank
Connecticut
$262K -$5.67K -30 -2%
WWM
1823
Whalen Wealth Management
Nevada
$262K +$236K +1,251 New
LWM
1824
LeConte Wealth Management
Tennessee
$261K +$236K +1,248 New
CCM
1825
Check Capital Management
California
$261K – – –
71 72
73
74 75