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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
4201
Pin Oak Investment Advisors
Texas
$1.7M +$70.8K +199 +5%
AWMG
4202
Alliance Wealth Management Group
New Jersey
$1.7M +$1.61M +4,516 New
VPP
4203
Vertex Planning Partners
Illinois
$1.7M +$299K +841 +23%
LOAMU
4204
Lombard Odier Asset Management (USA)
New York
$1.69M -$26.5M -74,499 -94%
PGCM
4205
Prescott Group Capital Management
Oklahoma
$1.69M -$534K -1,500 -25%
CL
4206
COWA LLC
Oklahoma
$1.69M +$115K +324 +8%
BWA
4207
BlueChip Wealth Advisors
Georgia
$1.68M +$1.59M +4,477 New
CSIA
4208
Charles Schwab Investment Advisory
California
$1.68M +$49.1K +138 +3%
BA
4209
Bridge Advisory
California
$1.68M -$190K -535 -11%
IFO
4210
Independent Family Office
New York
$1.67M – – –
BAM
4211
Bayshore Asset Management
Florida
$1.67M – – –
OC
4212
OxenFree Capital
Florida
$1.67M +$1.58M +4,432 New
CPL
4213
CAP Partners LLC
Tennessee
$1.67M +$1.58M +4,428 New
RG
4214
Retirement Group
California
$1.66M +$18.2K +51 +1%
GWWM
4215
Great Waters Wealth Management
Minnesota
$1.66M +$3.92K +11 +0.2%
CNBT
4216
Cornerstone National Bank & Trust
Illinois
$1.66M -$28.8K -81 -2%
PCS
4217
Private Client Services
Kentucky
$1.66M +$1.57M +4,416 New
HIGP
4218
Hill Investment Group Partners
Missouri
$1.66M -$538K -1,511 -26%
BWM
4219
Blossom Wealth Management
California
$1.66M +$97.5K +274 +7%
FNWA
4220
Financial Network Wealth Advisors
Utah
$1.66M +$1.57M +4,409 New
CFIM
4221
Client First Investment Management
Wisconsin
$1.65M +$1.57M +4,400 New
TC
4222
Tacita Capital
Ontario, Canada
$1.65M +$34.2K +96 +2%
PCI
4223
Planning Center Inc
Illinois
$1.65M +$51.6K +145 +3%
SPAS
4224
Spectrum Planning & Advisory Services
California
$1.65M +$712 +2 +0%
VIM
4225
Vista Investment Management
Pennsylvania
$1.65M -$11.7K -33 -0.7%
167 168
169
170 171