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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2076
Octavia Wealth Advisors
Ohio
$871K +$40K +145 +5%
LCM
2077
LCM Capital Management
Illinois
$868K +$4.69K +17 +0.6%
MAS
2078
Managed Account Services
Florida
$865K – – –
HI
2079
Hudock Inc
Pennsylvania
$864K +$2.48K +9 +0.3%
FMTCOCP
2080
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$864K +$57.9K +210 +8%
TFO
2081
Tarbox Family Office
California
$863K – – –
FWM
2082
Fairhaven Wealth Management
Illinois
$862K -$46.3K -168 -6%
GAM
2083
Gould Asset Management
California
$861K +$251K +910 +48%
AFG
2084
Alterity Financial Group
Maine
$861K +$793K +2,876 New
WWMSC
2085
Wagner Wealth Management (South Carolina)
South Carolina
$860K +$11.6K +42 +2%
DA
2086
Doliver Advisors
Texas
$860K +$273K +989 +54%
BWM
2087
BerganKDV Wealth Management
Minnesota
$857K -$22.3K -81 -3%
AI
2088
ArchPoint Investors
Florida
$854K +$7.44K +27 +1%
MAG
2089
MRA Advisory Group
New Jersey
$853K +$70.8K +257 +10%
CPIG
2090
Chicago Partners Investment Group
Illinois
$851K +$83.2K +302 +13%
MCM
2091
Mainstay Capital Management
Michigan
$851K +$769K +2,789 New
VHAM
2092
Van Hulzen Asset Management
California
$850K -$299K -1,086 -28%
AIS
2093
American Investment Services
Massachusetts
$850K -$109K -395 -12%
APA
2094
Allegiant Private Advisors
Florida
$850K +$20.9K +76 +3%
NCM
2095
Northside Capital Management
Oregon
$849K +$4.96K +18 +0.7%
NFSG
2096
Newbridge Financial Services Group
Florida
$849K +$51.5K +187 +7%
HFM
2097
Harvest Fund Management
China
$847K -$244K -884 -24%
AAM
2098
AMI Asset Management
California
$847K +$36.1K +131 +5%
VR
2099
Viridian RIA
Washington
$845K -$757K -2,745 Closed
DWM
2100
Dorchester Wealth Management
Quebec, Canada
$843K – – –
82 83
84
85 86