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Name Holding Trade Value Shares
Change
Change in
Stake
OCM
2751
Osterweis Capital Management
California
$416K
POIA
2752
Pin Oak Investment Advisors
Texas
$416K
OFW
2753
Omnia Family Wealth
Florida
$416K +$59.3K +575 +16%
MWC
2754
MBM Wealth Consultants
Missouri
$415K
FFO
2755
Fortitude Family Office
Arizona
$415K +$38.8K +376 +10%
BA
2756
Bluesphere Advisors
Pennsylvania
$415K -$1.24K -12 -0.3%
WCWM
2757
Willow Creek Wealth Management
California
$415K +$63.2K +613 +17%
HPM
2758
Hoxton Planning & Management
West Virginia
$414K -$42.4K -411 -9%
BS
2759
Brighton Securities
New York
$414K +$429K +4,158 New
VIP
2760
Vista Investment Partners
Oklahoma
$412K +$1.13K +11 +0.3%
PIA
2761
Powell Investment Advisors
Florida
$412K
PAS
2762
PKS Advisory Services
New York
$411K +$426K +4,132 New
GI
2763
Gradient Investments
Minnesota
$411K -$29.8K -289 -7%
GFG
2764
Goldstone Financial Group
Illinois
$411K +$22.4K +217 +6%
CICI
2765
Capital Investment Counsel Inc
North Carolina
$410K +$4.12K +40 +1%
NCM
2766
Next Capital Management
New York
$409K -$69.6K -675 -14%
LWM
2767
Laidlaw Wealth Management
New York
$409K -$323K -3,136 -43%
FLII
2768
First Long Island Investors
New York
$408K
LSA
2769
Lansing Street Advisors
Pennsylvania
$408K +$28.8K +279 +7%
AWC
2770
Abundance Wealth Counselors
Pennsylvania
$407K +$57K +553 +16%
GIP
2771
Greatmark Investment Partners
Georgia
$407K
VC
2772
Veracity Capital
Georgia
$407K -$41.9K -406 -9%
TFO
2773
Tarbox Family Office
California
$406K
PFG
2774
PAX Financial Group
Texas
$405K +$23K +223 +6%
GS
2775
Gagnon Securities
New York
$405K -$24.3K -236 -5%