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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
2501
OMC Financial Services
New York
$9.94M +$9.57M +23,636 New
PRWA
2502
Platte River Wealth Advisors
Colorado
$9.94M -$110K -272 -1%
MWM
2503
Modern Wealth Management
Kansas
$9.93M +$6.32M +15,613 +196%
RWP
2504
Revolve Wealth Partners
New Jersey
$9.92M +$419K +1,036 +5%
PCM
2505
Poehling Capital Management
Wisconsin
$9.92M -$45.3K -112 -0.5%
RFA
2506
Resurgent Financial Advisors
Georgia
$9.91M +$271K +669 +3%
RCA
2507
Riverview Capital Advisers
Massachusetts
$9.91M -$68K -168 -0.7%
TSM
2508
Two Star Manager
Florida
$9.88M – – –
EWA
2509
Encompass Wealth Advisors
Oregon
$9.86M +$12.1K +30 +0.1%
LCM
2510
Leisure Capital Management
California
$9.84M +$78.5K +194 +0.8%
CA
2511
Centerpoint Advisors
Massachusetts
$9.83M -$90.7K -224 -0.9%
DRD
2512
Dennis R. Delaney
$9.83M -$159K -392 -2%
TRIA
2513
Trail Ridge Investment Advisors
Colorado
$9.83M +$22.3K +55 +0.2%
BEC
2514
Blue Edge Capital
Virginia
$9.82M +$229K +566 +2%
AFWM
2515
AMJ Financial Wealth Management
Virginia
$9.8M +$1.21K +3 +0%
LI
2516
Louisbourg Investments
New Brunswick, Canada
$9.8M -$589K -1,455 -5%
BIA
2517
Beacon Investment Advisors
Maryland
$9.78M +$111K +274 +1%
AC
2518
Annandale Capital
Texas
$9.78M +$405 +1 +0%
PSB
2519
Piscataqua Savings Bank
New Hampshire
$9.77M -$180K -445 -2%
AAG
2520
Armstrong Advisory Group
Massachusetts
$9.77M – – –
DCM
2521
DGS Capital Management
New Jersey
$9.77M +$1.31M +3,227 +16%
TCG
2522
Transcendent Capital Group
Oklahoma
$9.76M +$51K +126 +0.5%
ACM
2523
Ayrshire Capital Management
Connecticut
$9.73M -$319K -789 -3%
KOC
2524
Koss-Olinger Consulting
Florida
$9.73M +$7.78M +19,223 +493%
CP
2525
Canopy Partners
Ohio
$9.72M +$923K +2,280 +11%
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