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Name Holding Trade Value Shares
Change 		Change in
Stake
DIS
2526
Diversified Investment Strategies
Louisiana
$6.97M -$85.9K -265 -1%
PM
2527
Phraction Management
Connecticut
$6.96M +$6.71M +20,709 New
FWP
2528
FAS Wealth Partners
Kansas
$6.95M -$598K -1,843 -8%
CH
2529
Canton Hathaway
Rhode Island
$6.94M -$725K -2,235 -10%
BWG
2530
Beta Wealth Group
California
$6.93M – – –
WMA
2531
Wealth Management Associates
New Jersey
$6.92M +$70.4K +217 +1%
PAA
2532
Peregrine Asset Advisers
Oregon
$6.92M +$148K +456 +2%
MC
2533
Mathes Company
New York
$6.92M -$388K -1,198 -6%
AFA
2534
AllGen Financial Advisors
Florida
$6.92M +$521K +1,608 +8%
PWA
2535
Peterson Wealth Advisors
Utah
$6.91M +$5.3M +16,339 +389%
OWA
2536
Octavia Wealth Advisors
Ohio
$6.9M +$243K +751 +4%
KIC
2537
Kensington Investment Counsel
California
$6.9M +$6.65M +20,508 New
SIAP
2538
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.88M -$408K -1,258 -6%
GKFF
2539
George Kaiser Family Foundation
Oklahoma
$6.87M – – –
RCA
2540
Resonant Capital Advisors
Wisconsin
$6.87M +$440K +1,358 +7%
PRS
2541
Pinkerton Retirement Specialists
Idaho
$6.86M +$17.8K +55 +0.3%
FCFC
2542
First Commonwealth Financial Corp
Pennsylvania
$6.86M +$4.54K +14 +0.1%
KTC
2543
Kistler-Tiffany Companies
Pennsylvania
$6.86M +$3.57K +11 +0.1%
FC
2544
Forte Capital
New York
$6.85M +$93.7K +289 +1%
SMA
2545
Sage Mountain Advisors
Georgia
$6.84M +$2.13M +6,558 +48%
OIA
2546
Optimum Investment Advisors
Illinois
$6.82M +$3.57K +11 +0.1%
MA
2547
McBroom & Associates
Nevada
$6.8M +$6.55M +20,212 New
CBA
2548
Coastal Bridge Advisors
Connecticut
$6.79M +$3.18M +9,801 +72%
ABP
2549
Arthur B. Page
$6.78M -$428K -1,319 -6%
SCI
2550
Stableford Capital II
Arizona
$6.78M +$516K +1,591 +7%
100 101
102
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