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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
3251
Orion Capital Management
California
$122K +$5.63K +18 +6%
GPI
3252
General Partner Inc
Pennsylvania
$121K – – –
PH
3253
Pinnacle Holdings
Oklahoma
$119K +$99.2K +317 New
AFC
3254
Ares Financial Consulting
California
$118K +$16K +51 +19%
W
3255
WealthCollab
Washington
$118K -$6.58K -21 -6%
EFMH
3256
E Fund Management (HK)
Hong Kong
$117K +$58.2K +186 +146%
JFG
3257
JDM Financial Group
Texas
$115K – – –
HIA
3258
Highland Investment Advisors
Florida
$115K +$96.1K +307 New
HFG
3259
Harborfront Financial Group
Michigan
$114K +$95.5K +305 New
PIS
3260
POM Investment Strategies
North Carolina
$114K -$210K -670 -69%
BCM
3261
Boreal Capital Management
Florida
$113K – – –
SWA
3262
Strategic Wealth Advisors
Arizona
$113K – – –
CMA
3263
Cedar Mountain Advisors
Oregon
$113K – – –
IAS
3264
IMA Advisory Services
Colorado
$112K +$36.9K +118 +65%
ATC
3265
Advantage Trust Company
Kansas
$112K +$93.9K +300 New
WAG
3266
Wilkerson Advisory Group
Missouri
$109K +$13.5K +43 +17%
GWM
3267
Gilpin Wealth Management
Colorado
$108K – – –
LWM
3268
Lodestone Wealth Management
Washington
$107K +$313 +1 +0.4%
SWIM
3269
Smallwood Wealth Investment Management
New Jersey
$105K – – –
FGA
3270
Fortis Group Advisors
New Jersey
$105K +$8.77K +28 +11%
UIC
3271
Uniplan Investment Counsel
Wisconsin
$104K +$87K +278 New
CFP
3272
Comprehensive Financial Planning
Pennsylvania
$104K – – –
AT
3273
Avalon Trust
New Mexico
$104K +$35.4K +113 +68%
PAP
3274
Persistent Asset Partners
Hong Kong
$103K +$86.4K +276 New
HHGA
3275
Halbert Hargrove Global Advisors
California
$101K +$4.38K +14 +5%
129 130
131
132 133