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Name Holding Trade Value Shares
Change 		Change in
Stake
OCA
3151
Otter Creek Advisors
Florida
$3.99M +$2.64M +8,000 +172%
WPWM
3152
Western Pacific Wealth Management
Illinois
$3.99M – – –
PH
3153
Pinnacle Holdings
Oklahoma
$3.99M -$265K -803 -6%
CFG
3154
Carr Financial Group
Massachusetts
$3.98M +$176K +533 +5%
KBC
3155
Key Bridge Compliance
$3.97M +$4.15M +12,566 New
HI
3156
Hudock Inc
Pennsylvania
$3.96M +$21.8K +66 +0.5%
IF
3157
Ironwood Financial
Arizona
$3.96M – – –
TCWM
3158
Total Clarity Wealth Management
Illinois
$3.96M -$58.5K -177 -1%
VAG
3159
VisionPoint Advisory Group
Texas
$3.96M -$95.8K -290 -2%
OBWG
3160
Onyx Bridge Wealth Group
New York
$3.96M +$143K +434 +4%
RF
3161
Robbins Farley
New Hampshire
$3.96M +$376K +1,139 +10%
WWM
3162
WT Wealth Management
Arizona
$3.94M +$707K +2,140 +21%
AFPL
3163
Advus Financial Partners, LLC
Florida
$3.94M +$74.3K +225 +2%
SLA
3164
Silver Lake Advisory
Utah
$3.94M +$5.29K +16 +0.1%
JCM
3165
Jacobsen Capital Management
Utah
$3.94M +$217K +656 +6%
KSCM
3166
Kamunting Street Capital Management
Florida
$3.93M +$4.12M +12,460 New
CWA
3167
CM Wealth Advisors
Ohio
$3.93M -$201K -608 -5%
CRI
3168
Colonial River Investments
Virginia
$3.92M +$683K +2,066 +20%
LIG
3169
Lokken Investment Group
Delaware
$3.91M +$39K +118 +1%
CWM
3170
Centric Wealth Management
Illinois
$3.91M +$4.96K +15 +0.1%
OFA
3171
Oak Family Advisors
Illinois
$3.89M +$2.64M +7,999 +185%
GKFF
3172
George Kaiser Family Foundation
Oklahoma
$3.89M – – –
RB
3173
Renasant Bank
Mississippi
$3.89M +$17.5K +53 +0.4%
AIC
3174
Archer Investment Corporation
Indiana
$3.89M +$107K +323 +3%
SAMC
3175
Spectrum Asset Management (California)
California
$3.88M -$92.2K -279 -2%
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