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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMC
3451
Heritage Wealth Management (California)
California
$206K +$202K +361 New
OCM
3452
Orion Capital Management
California
$206K -$2.24K -4 -1%
RSWA
3453
Robinson Smith Wealth Advisors
Maine
$206K – – –
AAMG
3454
AMG Asset Management Group
Georgia
$205K +$201K +359 New
WWM
3455
Wolff Wiese Magana
California
$205K -$12.9K -23 -6%
FFG
3456
Fiduciary Financial Group
California
$204K +$200K +358 New
BIG
3457
Builder Investment Group
Georgia
$204K -$72.1K -129 -27%
BI
3458
Bolthouse Investments
California
$204K – – –
FFBTD
3459
First Financial Bank - Trust Division
Ohio
$204K +$200K +357 New
AC
3460
Avant Capital
Louisiana
$203K -$1.12K -2 -0.6%
AIM
3461
Arcadia Investment Management
Michigan
$203K +$3.35K +6 +2%
AGAM
3462
Audent Global Asset Management
California
$203K -$13.4K -24 -6%
WA
3463
WP Advisors
California
$203K -$7.83K -14 -4%
LFGO
3464
Legacy Financial Group (Oklahoma)
Oklahoma
$203K +$198K +355 New
IA
3465
Inspire Advisors
Idaho
$203K – – –
BFP
3466
Birchwood Financial Partners
Minnesota
$203K +$198K +355 New
LFS
3467
Lutz Financial Services
Nebraska
$202K -$24K -43 -11%
KFA
3468
Kelleher Financial Advisors
New York
$202K – – –
SCB
3469
Saudi Central Bank
Saudi Arabia
$202K – – –
WBG
3470
Wharton Business Group
Pennsylvania
$201K +$196K +351 New
PPP
3471
Prism Planning Partners
Illinois
$200K +$196K +351 New
VWM
3472
Valley Wealth Managers
New Jersey
$200K +$12.9K +23 +7%
GWP
3473
Gen-Wealth Partners
Michigan
$200K -$3.35K -6 -2%
MHR
3474
Matthew Hamilton Rosenberg
$199K +$5.59K +10 +3%
JWM
3475
Jessup Wealth Management
Ohio
$193K +$190K +339 New
137 138
139
140 141