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Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
2851
GGM Wealth Advisors
Maryland
$5.44M +$1.57K +5 +0%
OPWM
2852
Oxinas Partners Wealth Management
Indiana
$5.42M +$16.6K +53 +0.3%
CBA
2853
Coastal Bridge Advisors
Connecticut
$5.42M -$46.7K -149 -0.9%
AFG
2854
Allegheny Financial Group
Pennsylvania
$5.42M -$625K -1,994 -11%
AGP
2855
Autumn Glory Partners
Texas
$5.41M +$2.63M +8,402 +112%
APWA
2856
Atlas Private Wealth Advisors
New Jersey
$5.41M +$2.21M +7,042 +80%
AIS
2857
AM Investment Strategies
Tennessee
$5.4M +$450K +1,437 +10%
MPPW
2858
Mitchell & Pahl Private Wealth
Oklahoma
$5.39M -$46.7K -149 -0.9%
OC
2859
Optimas Capital
Hong Kong
$5.38M -$1.66M -5,288 -25%
GF
2860
Gries Financial
Ohio
$5.38M +$15.4K +49 +0.3%
HIIFS
2861
Harel Insurance Investments & Financial Services
Israel
$5.38M -$159M -506,151 -97%
GWM
2862
GSB Wealth Management
Connecticut
$5.38M +$624K +1,991 +14%
DA
2863
Dillon & Associates
Michigan
$5.37M +$541K +1,725 +12%
SDWIA
2864
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$5.36M -$69K -220 -1%
PFM
2865
Privium Fund Management
Netherlands
$5.36M -$940K -3,000 -16%
HCM
2866
Highview Capital Management
Illinois
$5.36M +$64.2K +205 +1%
BIM
2867
Bridgecreek Investment Management
Oklahoma
$5.35M +$31.3K +100 +0.6%
SRC
2868
Sage Rhino Capital
California
$5.34M -$72.1K -230 -1%
CCFP
2869
Charles Carroll Financial Partners
Massachusetts
$5.32M +$317K +1,010 +7%
APM
2870
Advanced Portfolio Management
New York
$5.32M +$4.9M +15,628 New
SGCA
2871
Steel Grove Capital Advisors
Tennessee
$5.32M +$661K +2,108 +16%
PFG
2872
Prosperity Financial Group
California
$5.3M +$242K +771 +5%
WCG
2873
Weaver Consulting Group
California
$5.3M -$232K -741 -5%
AIC
2874
Ayalon Insurance Company
Israel
$5.3M – – –
WP
2875
WealthPLAN Partners
Nebraska
$5.3M -$1.25M -3,997 -20%
113 114
115
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