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Name Holding Trade Value Shares
Change 		Change in
Stake
COF
2176
Capital One Financial
Virginia
$1.33M +$134K +373 +10%
WP
2177
WMS Partners
Maryland
$1.33M -$69.5K -193 -5%
OWA
2178
Octavia Wealth Advisors
Ohio
$1.33M -$7.56K -21 -0.5%
SAM
2179
Secure Asset Management
Michigan
$1.33M +$170K +472 +14%
AFS
2180
Annapolis Financial Services
Maryland
$1.32M +$40K +111 +3%
CCA
2181
Cobblestone Capital Advisors
New York
$1.32M -$180K -499 -11%
SFP
2182
Sandbox Financial Partners
Maryland
$1.32M +$61.9K +172 +5%
LD
2183
Lipe & Dalton
New York
$1.32M -$9K -25 -0.6%
BCPWM
2184
Bradley & Co Private Wealth Management
Florida
$1.31M -$108K -300 -7%
BMCM
2185
Burns Matteson Capital Management
New York
$1.31M +$645K +1,790 +86%
LWAM
2186
Legacy Wealth Asset Management
Minnesota
$1.31M -$97.6K -271 -7%
PA
2187
Procyon Advisors
Connecticut
$1.31M -$85.4K -237 -6%
FFC
2188
First Financial Corp
Indiana
$1.3M -$70.6K -196 -5%
PWM
2189
Purus Wealth Management
California
$1.3M -$5.04K -14 -0.4%
WAG
2190
Winthrop Advisory Group
Massachusetts
$1.29M -$101K -280 -7%
OR
2191
Olympiad Research
Connecticut
$1.29M +$128K +355 +10%
LWM
2192
Liberty Wealth Management
California
$1.28M +$306K +849 +29%
EL
2193
Essex LLC
Illinois
$1.28M +$1.36M +3,781 New
HCM
2194
Highlander Capital Management
New Jersey
$1.28M – – –
CM
2195
Corvex Management
New York
$1.28M +$128K +355 +10%
DL
2196
DOHJ LLC
Washington
$1.28M -$1.08K -3 -0.1%
OWA
2197
One Wealth Advisors
California
$1.28M -$18.4K -51 -1%
MP
2198
McDonald Partners
Ohio
$1.28M +$148K +410 +12%
NJBEST
2199
New Jersey Better Educational Savings Trust
New Jersey
$1.27M – – –
SIGI
2200
Susquehanna International Group (Ireland)
Ireland
$1.27M -$3.65M -10,126 -73%
86 87
88
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