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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1801
Opal Wealth Advisors
New York
$738K -$3.77K -32 -0.5%
GWAG
1802
Garrett Wealth Advisory Group
Texas
$737K – – –
PAM
1803
PCG Asset Management
New Jersey
$733K -$20.7K -176 -3%
ICP
1804
Interchange Capital Partners
Pennsylvania
$729K +$81.6K +693 +12%
ZIM
1805
Zacks Investment Management
Illinois
$727K +$44.9K +381 +6%
IA
1806
Intellus Advisors
Florida
$727K +$34.4K +292 +5%
HBT
1807
Heartland Bank & Trust
Illinois
$726K +$747K +6,340 New
CWM
1808
Connecticut Wealth Management
Connecticut
$725K -$65.1K -553 -8%
AF
1809
Advisornet Financial
Minnesota
$724K -$6.01K -51 -0.8%
KCFA
1810
Key Client Fiduciary Advisors
New Jersey
$723K -$125K -1,060 -14%
PWM
1811
Prentice Wealth Management
New York
$723K -$11.4K -97 -2%
FWP
1812
FAS Wealth Partners
Kansas
$721K +$6.83K +58 +0.9%
FMLI
1813
Fukoku Mutual Life Insurance
Japan
$721K – – –
BIM
1814
Barton Investment Management
Pennsylvania
$720K – – –
ZIC
1815
ZWJ Investment Counsel
Georgia
$718K -$19.7K -167 -3%
CFP
1816
Catalyst Financial Partners
Massachusetts
$716K +$45.2K +384 +7%
AIM
1817
Alhambra Investment Management
Florida
$715K +$21.2K +180 +3%
CG
1818
Corundum Group
Colorado
$715K -$81.6K -693 -10%
SIA
1819
SGL Investment Advisors
Montana
$715K +$404K +3,426 +116%
HHRDM
1820
H&H Retirement Design & Management
Nevada
$715K +$20.1K +171 +3%
QWM
1821
Quadcap Wealth Management
Texas
$715K -$59.7K -507 -8%
KCM
1822
Kathmere Capital Management
Pennsylvania
$714K +$36.2K +307 +5%
AIM
1823
Avity Investment Management
Connecticut
$713K -$11.8K -100 -2%
4WM
1824
44 Wealth Management
Oregon
$712K -$312K -2,653 -30%
AWM
1825
Accurate Wealth Management
Florida
$710K +$21.8K +185 +3%
71 72
73
74 75