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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2176
One Capital Management
California
$482K +$469K +7,574 New
SAI
2177
Savvy Advisors Inc
New York
$482K +$117K +1,897 +33%
CSPAM
2178
Cary Street Partners Asset Management
Virginia
$482K +$79.6K +1,286 +20%
RA
2179
Rise Advisors
New York
$480K +$27.5K +444 +6%
SA
2180
SRH Advisors
Kansas
$480K -$46.8K -756 -9%
FWM
2181
ForthRight Wealth Management
Georgia
$479K +$248 +4 +0.1%
SFG
2182
SNS Financial Group
Minnesota
$479K +$8.05K +130 +2%
PI
2183
Pettee Investors
Connecticut
$478K – – –
SAM
2184
SignalPoint Asset Management
Missouri
$478K -$22.9K -370 -5%
KLWA
2185
Kelly Lawrence W & Associates
California
$476K -$42.3K -683 -8%
MFGM
2186
Marshall Financial Group (Maryland)
Maryland
$474K -$104K -1,679 -18%
AWA
2187
Arbor Wealth Advisors
Michigan
$474K – – –
WHCI
2188
W.H. Cornerstone Investments
Massachusetts
$474K +$3.65K +59 +0.8%
WAG
2189
Wallace Advisory Group
California
$474K +$19.5K +315 +4%
BFPW
2190
BOK Financial Private Wealth
Colorado
$473K -$10.5K -170 -2%
SWA
2191
SOA Wealth Advisors
New York
$473K +$495 +8 +0.1%
OL
2192
Optas LLC
Texas
$473K +$72.5K +1,172 +19%
CCM
2193
Canal Capital Management
Virginia
$472K -$20.7K -334 -4%
FSCM
2194
Front Street Capital Management
Montana
$472K +$7.12K +115 +2%
BWG
2195
Beta Wealth Group
California
$472K +$12.1K +196 +3%
CAWM
2196
Capital Advisors Wealth Management
Washington
$471K -$90.8K -1,467 -17%
SCP
2197
Sivia Capital Partners
California
$470K +$21.5K +347 +5%
TA
2198
TFB Advisors
Kansas
$467K -$1.11K -18 -0.2%
CCS
2199
Concentric Capital Strategies
Connecticut
$467K +$454K +7,331 New
RFA
2200
Rollins Financial Advisors
New York
$465K +$2.1K +34 +0.5%
86 87
88
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