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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
3126
Objective Capital Management
Ohio
$1.1M -$286K -487 -21%
OHWP
3127
Oak Harbor Wealth Partners
North Carolina
$1.1M -$35.8K -61 -3%
WA
3128
Wealthstar Advisors
Texas
$1.1M +$1.11M +1,883 New
RWA
3129
Rooted Wealth Advisors
Illinois
$1.1M -$51.1K -87 -5%
SHFA
3130
SC&H Financial Advisors
Maryland
$1.1M – – –
OPWM
3131
Oregon Pacific Wealth Management
Oregon
$1.1M +$1.1M +1,876 New
CWP
3132
Core Wealth Partners
California
$1.1M +$150K +255 +16%
TCM
3133
Thoma Capital Management
Maryland
$1.1M +$1.1M +1,873 New
MWP
3134
Meredith Wealth Planning
Illinois
$1.1M +$8.8K +15 +0.8%
CAM
3135
Clark Asset Management
New Hampshire
$1.09M +$104K +178 +11%
BEW
3136
Burton Enright Welch
California
$1.09M -$25.2K -43 -2%
JTWM
3137
Jackson Thornton Wealth Management
Alabama
$1.09M +$438K +747 +67%
LA
3138
Lifeworks Advisors
Michigan
$1.09M +$169K +288 +18%
BPW
3139
Bingham Private Wealth
California
$1.09M +$1.09M +1,857 New
AAA
3140
American Alpha Advisors
New York
$1.09M +$1.76K +3 +0.2%
LCM
3141
Liberty Capital Management
Michigan
$1.09M +$310K +528 +40%
FNC
3142
First National Corp
Massachusetts
$1.09M +$4.7K +8 +0.4%
AWM
3143
Austin Wealth Management
Texas
$1.09M +$144K +245 +16%
WCP
3144
Wealthcare Capital Partners
Pennsylvania
$1.08M +$1.09M +1,853 New
CC
3145
Courier Capital
New York
$1.08M +$2.94K +5 +0.3%
JSC
3146
Jackson Square Capital
California
$1.08M +$349K +595 +47%
ABTD
3147
Arvest Bank Trust Division
Oklahoma
$1.08M +$261K +445 +32%
GCM
3148
Gallacher Capital Management
Colorado
$1.08M +$92.2K +157 +9%
C1AG
3149
Client 1st Advisory Group
Florida
$1.08M -$4.11K -7 -0.4%
TCM
3150
Triumph Capital Management
Colorado
$1.08M +$61.6K +105 +6%
124 125
126
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