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Name Holding Trade Value Shares
Change
Change in
Stake
OIA
2651
Oakmont Investment Advisors
Pennsylvania
$565K +$553K +989 New
MAC
2652
Mason & Associates (California)
California
$564K +$113K +202 +26%
CWA
2653
Centennial Wealth Advisory
Michigan
$562K +$46.4K +83 +9%
CBT
2654
Crews Bank & Trust
Florida
$562K -$6.71K -12 -1%
PCMNC
2655
Piedmont Capital Management (North Carolina)
North Carolina
$562K +$550K +984 New
DIM
2656
Delta Investment Management
California
$561K +$231K +413 +72%
OHWP
2657
Oak Harbor Wealth Partners
North Carolina
$561K -$10.1K -18 -2%
FDW
2658
Fourth Dimension Wealth
Ohio
$561K – – –
DWM
2659
Dogwood Wealth Management
Kansas
$559K -$195K -348 -26%
MTC
2660
Matrix Trust Company
Colorado
$559K +$81.6K +146 +18%
NG
2661
Northstar Group
New York
$558K +$22.4K +40 +4%
PCM
2662
Prelude Capital Management
New York
$558K +$84.4K +151 +18%
SIS
2663
Sound Income Strategies
Florida
$557K +$16.8K +30 +3%
FFA
2664
Fi3 Financial Advisors
Indiana
$557K +$103K +184 +23%
WIC
2665
Wilkins Investment Counsel
Massachusetts
$557K – – –
JWBC
2666
J.W. Burns & Co
New York
$556K – – –
BWP
2667
Barlow Wealth Partners
Kentucky
$556K +$2.24K +4 +0.4%
LDB
2668
Lee, Danner & Bass
Tennessee
$555K – – –
MPW
2669
Magnolia Private Wealth
Pennsylvania
$554K +$15.7K +28 +3%
IF
2670
Intrua Financial
Texas
$553K -$6.15K -11 -1%
BC
2671
BDFS Capital
Delaware
$552K +$541K +967 New
Betterment LLC
2672
Betterment LLC
New York
$552K +$16.8K +30 +3%
QFW
2673
QTR Family Wealth
Florida
$552K -$238K -425 -29%
DIM
2674
DLK Investment Management
California
$551K – – –
PA
2675
PFW Advisors
Georgia
$550K -$32.4K -58 -6%