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Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1276
Obermeyer Wealth Partners
Colorado
$238K +$253K +915 New
EWM
1277
EPG Wealth Management
Georgia
$238K +$254K +917 New
IIA
1278
IPG Investment Advisors
California
$237K +$253K +913 New
OC
1279
Oakworth Capital
Alabama
$237K – – –
MCA
1280
Magnolia Capital Advisors
Mississippi
$237K +$253K +913 New
PCA
1281
Providence Capital Advisors
North Carolina
$235K +$250K +904 New
LWAC
1282
Laurel Wealth Advisors (California)
California
$235K +$251K +905 New
CFS
1283
CRA Financial Services
New Jersey
$235K +$251K +906 New
CRCM
1284
Corbett Road Capital Management
Virginia
$233K +$249K +899 New
FIM
1285
Freedom Investment Management
Connecticut
$232K -$53.2K -192 -18%
IAN
1286
Integrated Advisors Network
Texas
$232K +$247K +892 New
SCM
1287
Sitrin Capital Management
California
$231K – – –
BAM
1288
Bellevue Asset Management
Washington
$230K -$19.1K -69 -7%
COCM
1289
Charter Oak Capital Management
New Hampshire
$230K +$246K +887 New
XM
1290
XTX Markets
New York
$229K +$244K +882 New
ST
1291
Smithfield Trust
Pennsylvania
$228K +$92.8K +335 +61%
ASBI
1292
American State Bank (Iowa)
Iowa
$227K +$242K +875 New
AAS
1293
Annex Advisory Services
Wisconsin
$227K +$242K +873 New
FMI
1294
F/M Investments
District of Columbia
$226K +$241K +871 New
CW
1295
CreativeOne Wealth
Kansas
$226K +$242K +872 New
AI
1296
Accredited Investors
Minnesota
$225K -$11.9K -43 -5%
T
1297
TOBAM
France
$225K – – –
FMN
1298
Financial Management Network
California
$225K +$247K +893 New
AFAS
1299
Acorn Financial Advisory Services
Virginia
$224K -$20.8K -75 -8%
TA
1300
Tiedemann Advisors
New York
$224K – – –
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