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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2751
Octavia Wealth Advisors
Ohio
$275K +$87.3K +1,709 +46%
DCBT
2752
Dakota Community Bank & Trust
North Dakota
$275K +$2.81K +55 +1%
CAM
2753
CPA Asset Management
Florida
$275K
IIM
2754
InTrack Investment Management
Vermont
$275K -$129K -2,530 -32%
PWA
2755
Providence Wealth Advisors
Illinois
$274K -$964K -18,869 -84%
RAM
2756
Readystate Asset Management
Illinois
$274K +$277K +5,429 New
CSIA
2757
Charles Schwab Investment Advisory
California
$274K +$18K +352 +7%
MAWCM
2758
Mine & Arao Wealth Creation & Management
California
$274K +$51 +1 +0%
AFG
2759
AFS Financial Group
Maryland
$274K -$107K -2,097 -28%
MW
2760
Maia Wealth
Colorado
$273K +$276K +5,396 New
IAG
2761
Investment Advisory Group
Massachusetts
$272K -$307 -6 -0.1%
CSA
2762
Cottage Street Advisors
Massachusetts
$272K +$11.4K +224 +4%
AWAP
2763
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$271K
GWP
2764
Gateway Wealth Partners
Wisconsin
$271K -$29.3K -573 -10%
CP
2765
Camelot Portfolios
Ohio
$271K +$274K +5,361 New
SMA
2766
Seven Mile Advisory
New Jersey
$271K -$24.7K -483 -8%
MS
2767
Madden Securities
Texas
$271K -$20.4K -400 -7%
ANB
2768
Amarillo National Bank
Texas
$270K +$23.9K +468 +10%
FWM
2769
Fingerlakes Wealth Management
New York
$270K -$1.74K -34 -0.6%
QFA
2770
Quantum Financial Advisors
California
$270K -$167K -3,272 -38%
ACM
2771
Alpha Capital Management
Texas
$268K
CW
2772
CIC Wealth
Maryland
$267K -$1.18K -23 -0.4%
OCPWS
2773
One Charles Private Wealth Services
Massachusetts
$267K +$255 +5 +0.1%
EVM
2774
Evelyn V. Moreno
$267K -$5.77K -113 -2%
AWM
2775
Austin Wealth Management
Texas
$267K -$1.69K -33 -0.6%