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Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
2676
Oder Investment Management
California
$597K +$2.32K +15 +0.4%
EWP
2677
Elevation Wealth Partners
California
$596K -$28.5K -184 -5%
NCMW
2678
Northern Capital Management (Washington)
Washington
$595K +$3.41K +22 +0.6%
UWPG
2679
Ullmann Wealth Partners Group
Florida
$595K -$3.72K -24 -0.6%
PCH
2680
PGIM Custom Harvest
New Jersey
$595K +$132K +854 +29%
BFG
2681
Bouchey Financial Group
New York
$595K -$1.24K -8 -0.2%
SSC
2682
Syverson Strege & Co
Iowa
$594K -$44K -284 -7%
KSB
2683
Kennebec Savings Bank
Maine
$594K +$53.1K +343 +10%
CWAF
2684
Core Wealth Advisors (Florida)
Florida
$594K +$592K +3,822 New
WWA
2685
Wisconsin Wealth Advisors
Wisconsin
$593K +$16.9K +109 +3%
JSAM
2686
J. Safra Asset Management
New York
$593K -$4.34K -28 -0.7%
EWM
2687
Elmwood Wealth Management
California
$592K +$116K +747 +24%
DCM
2688
Davis Capital Management
Florida
$591K +$589K +3,805 New
LODC
2689
Lanham O'Dell & Company
West Virginia
$589K +$17.2K +111 +3%
EWA
2690
Encompass Wealth Advisors
Oregon
$589K -$11K -71 -2%
VP
2691
Verum Partners
North Carolina
$589K +$46.2K +298 +9%
CWA
2692
CM Wealth Advisors
Ohio
$588K – – –
JE
2693
JMAC Enterprises
Pennsylvania
$586K +$31K +200 +6%
LWM
2694
Lakeridge Wealth Management
Ohio
$585K +$22.8K +147 +4%
AGA
2695
Arkos Global Advisors
Texas
$585K +$39.3K +254 +7%
B
2696
BetterWealth
California
$584K +$215K +1,391 +59%
ODFS
2697
O'Donnell Financial Services
California
$584K +$11.2K +72 +2%
RIM
2698
Rakuten Investment Management
Japan
$584K +$615K +3,971 New
BPFA
2699
Barnes Pettey Financial Advisors
Mississippi
$583K +$93.4K +603 +19%
SA
2700
Shilanski & Associates
Alaska
$582K +$4.34K +28 +0.8%
106 107
108
109 110