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Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
1576
Oder Investment Management
California
$914K -$245K -2,864 -20%
LCGC
1577
Legacy Capital Group California
California
$914K +$71.9K +842 +8%
UCI
1578
Uncommon Cents Investing
Wisconsin
$911K -$13.2K -155 -1%
BOH
1579
Bank of Hawaii
Hawaii
$909K +$188K +2,204 +24%
CWM
1580
Circle Wealth Management
New Jersey
$905K -$61K -714 -6%
EWS
1581
Evergreen Wealth Solutions
Pennsylvania
$903K -$21.4K -250 -2%
CCA
1582
Conservest Capital Advisors
Pennsylvania
$901K -$265K -3,105 -22%
CWP
1583
CFM Wealth Partners
Texas
$900K -$226K -2,645 -19%
MA
1584
MCF Advisors
Kentucky
$899K +$53.3K +624 +6%
WDA
1585
Wendell David Associates
New Hampshire
$897K +$93.3K +1,093 +11%
CCWA
1586
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$896K -$45.7K -535 -5%
RA
1587
Rockingstone Advisors
Massachusetts
$893K +$28.5K +334 +3%
FIA
1588
FNY Investment Advisers
New York
$891K +$692K +8,100 +279%
AGAM
1589
Audent Global Asset Management
California
$891K +$223K +2,608 +31%
CWS
1590
Confluence Wealth Services
Pennsylvania
$891K -$78.5K -919 -8%
OWA
1591
Octavia Wealth Advisors
Ohio
$890K +$152K +1,778 +19%
CWM
1592
Chesapeake Wealth Management
Virginia
$890K -$26.5K -310 -3%
JMFC
1593
J.M. Forbes & Co
Massachusetts
$889K – – –
PWM
1594
Palumbo Wealth Management
New York
$884K +$37.5K +439 +4%
AA
1595
Argent Advisors
Louisiana
$878K +$16.9K +198 +2%
AWM
1596
Avitas Wealth Management
California
$875K -$381K -4,457 -29%
AFP
1597
Ausdal Financial Partners
Iowa
$874K -$66.6K -780 -7%
EWA
1598
Exencial Wealth Advisors
Oklahoma
$873K +$177K +2,076 +24%
LA
1599
LexAurum Advisors
Kansas
$867K +$185K +2,171 +25%
TNA
1600
True North Advisors
Texas
$863K +$7.17K +84 +0.8%
62 63
64
65 66