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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1026
WealthTrust Axiom
Pennsylvania
$308K – – –
CIAS
1027
Capital Investment Advisory Services
North Carolina
$306K -$5.89K -75 -2%
OIMU
1028
Osmosis Investment Management UK
United Kingdom
$305K +$34.6K +441 +13%
SP
1029
Stonebrook Private
Michigan
$303K +$309K +3,931 New
CFG
1030
Copley Financial Group
California
$301K +$85.3K +1,086 +39%
OP
1031
Oslo Pensjonsforsikring
$300K – – –
PDL
1032
Portfolio Design Labs
California
$300K -$1.03M -13,110 -77%
MW
1033
MBL Wealth
North Carolina
$300K +$5.42K +69 +2%
DE
1034
Diversified Enterprises
Delaware
$300K +$24.4K +310 +9%
CRC
1035
Curi RMB Capital
Illinois
$299K -$3.22K -41 -1%
OWP
1036
Obermeyer Wealth Partners
Colorado
$299K +$30.8K +392 +11%
LFA
1037
Lauterbach Financial Advisors
Texas
$298K +$707 +9 +0.2%
ACIM
1038
Azimuth Capital Investment Management
Michigan
$298K – – –
CAG
1039
Csenge Advisory Group
Florida
$298K +$10.5K +134 +4%
NP
1040
NorthRock Partners
Minnesota
$297K +$4.79K +61 +2%
CWMA
1041
Capstone Wealth Management (Alabama)
Alabama
$297K +$303K +3,851 New
MWPCG
1042
Measured Wealth Private Client Group
New Hampshire
$296K -$18.8K -239 -6%
ISL
1043
Ingalls & Snyder LLC
New York
$294K – – –
MK
1044
MASTERINVEST Kapitalanlage
$294K – – –
FFG
1045
Fortem Financial Group
California
$293K -$15.9K -202 -5%
CWS
1046
Confluence Wealth Services
Pennsylvania
$292K +$298K +3,792 New
SYBT
1047
Stock Yards Bank & Trust
Kentucky
$292K -$7.78K -99 -3%
LIM
1048
Leavell Investment Management
Alabama
$291K +$297K +3,778 New
DAS
1049
Diversify Advisory Services
Utah
$288K +$260K +3,310 New
DWM
1050
Diversify Wealth Management
Utah
$288K +$260K +3,310 New
40 41
42
43 44