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Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
1751
Oxler Private Wealth
New York
$1.46M – – –
KCIA
1752
Kingsbury Capital Investment Advisors
Illinois
$1.46M +$1.33M +15,149 New
JCM
1753
Jacobi Capital Management
Pennsylvania
$1.45M +$468K +5,316 +54%
MHC
1754
May Hill Capital
Massachusetts
$1.45M +$70.9K +805 +6%
WCM
1755
Whitener Capital Management
North Carolina
$1.45M -$6.61K -75 -0.5%
PWP
1756
Prasad Wealth Partners
Ohio
$1.45M +$1.33M +15,038 New
CPC
1757
Consolidated Planning Corp
Georgia
$1.45M -$4.09M -46,424 -76%
DOA
1758
D'Orazio & Associates
Virginia
$1.44M +$244K +2,769 +23%
HC
1759
Hourglass Capital
Texas
$1.44M +$1.32M +15,000 New
NS
1760
NBC Securities
Alabama
$1.44M -$1.12M -12,760 -46%
DWM
1761
Drive Wealth Management
Utah
$1.44M +$15.5K +176 +1%
PR
1762
Payden & Rygel
California
$1.42M +$132K +1,500 +11%
SC
1763
Stance Capital
Massachusetts
$1.42M -$5.55K -63 -0.4%
PSP
1764
Pacific Sage Partners
Washington
$1.42M -$22.6K -257 -2%
LCWP
1765
Legacy Capital Wealth Partners
Arkansas
$1.42M +$187K +2,121 +17%
WIS
1766
Wright Investors Service
Connecticut
$1.42M -$380K -4,317 -23%
TWPM
1767
Total Wealth Planning & Management
Florida
$1.41M +$1.3M +14,702 New
CAM
1768
Cozad Asset Management
Illinois
$1.41M +$236K +2,676 +22%
SVWAG
1769
Sound View Wealth Advisors Group
Georgia
$1.41M -$189K -2,145 -13%
VWA
1770
Visionary Wealth Advisors
Illinois
$1.4M +$102K +1,155 +9%
APM
1771
a16z Perennial Management
California
$1.4M -$111K -1,260 -8%
QFW
1772
QTR Family Wealth
Florida
$1.4M +$168K +1,909 +17%
TFA
1773
Transamerica Financial Advisors
Florida
$1.4M -$4.25M -48,200 -77%
FI
1774
Fosun International
China
$1.4M +$1.28M +14,526 New
PTP
1775
Platform Technology Partners
New York
$1.39M +$95.6K +1,085 +8%
69 70
71
72 73