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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
2551
Oak Asset Management
California
$393K -$1.74K -25 -0.4%
ACM
2552
Adalta Capital Management
New York
$393K – – –
JF
2553
Joule Financial
Kentucky
$393K +$9.69K +139 +3%
NLP
2554
Next Level Private
New York
$393K -$5.37K -77 -1%
VCM
2555
Viewpoint Capital Management
Washington
$392K +$349 +5 +0.1%
SA
2556
SAM Advisors
California
$391K – – –
LBC
2557
Leigh Baldwin & Co
New York
$391K +$20.4K +293 +6%
SL
2558
Sentry LLC
Tennessee
$391K +$139 +2 +0%
JBA
2559
Johnson Bixby & Associates
Washington
$391K -$13.8K -198 -3%
BFG
2560
Beto Financial Group
Idaho
$391K +$362K +5,186 New
MWS
2561
MFA Wealth Services
California
$390K +$21.2K +304 +6%
TWM
2562
Tradition Wealth Management
Minnesota
$387K +$12.8K +183 +3%
MP
2563
McDonald Partners
Ohio
$386K -$18.9K -271 -5%
OAS
2564
Optivise Advisory Services
Tennessee
$385K +$80.9K +1,160 +27%
FWP
2565
Falcon Wealth Planning
California
$385K +$89.7K +1,287 +30%
ACP
2566
Argyle Capital Partners
California
$384K -$10.5K -150 -3%
AWM
2567
Avaii Wealth Management
Wisconsin
$384K +$4.95K +71 +1%
NFC
2568
Northstar Financial Companies
Pennsylvania
$383K +$18.1K +260 +5%
OFO
2569
OneAscent Family Office
Alabama
$383K +$86.1K +1,235 +29%
AWA
2570
A4 Wealth Advisors
North Carolina
$383K -$203K -2,905 -35%
BWM
2571
Braeburn Wealth Management
Michigan
$383K +$381K +5,472 New
PWM
2572
Palumbo Wealth Management
New York
$382K +$23.4K +336 +7%
TWA
2573
Tulsa Wealth Advisors
Oklahoma
$381K +$380K +5,456 New
THL
2574
Tillman Hartley LLC
Colorado
$381K -$17.6K -252 -4%
XWM
2575
Xcel Wealth Management
Florida
$381K -$10.5K -150 -3%
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103
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