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Name Holding Trade Value Shares
Change 		Change in
Stake
CVA
1476
Central Valley Advisors
California
$461K – – –
JE
1477
JMAC Enterprises
Pennsylvania
$460K -$35.3K -380 -6%
ME
1478
McIlrath & Eck
Washington
$460K -$13.9K -150 -2%
CCM
1479
Conway Capital Management
California
$460K – – –
GA
1480
Gateway Advisory
New Jersey
$459K +$566K +6,092 New
B
1481
Barings
North Carolina
$459K +$566K +6,091 New
TF
1482
Tompkins Financial
New York
$459K +$20K +215 +4%
AWA
1483
Aaron Wealth Advisors
Illinois
$458K +$169K +1,814 +43%
OWA
1484
Octavia Wealth Advisors
Ohio
$458K +$563K +6,062 New
ACIM
1485
Azimuth Capital Investment Management
Michigan
$457K -$6.9M -74,287 -92%
CM
1486
Columbus Macro
Pennsylvania
$457K +$568K +6,113 New
BCP
1487
Blackhawk Capital Partners
Wisconsin
$456K +$15.7K +169 +3%
WMA
1488
Wealth Management Associates
New Jersey
$455K – – –
LC
1489
Lindbrook Capital
California
$448K -$10.8K -116 -2%
WPC
1490
Wedmont Private Capital
Pennsylvania
$447K -$215K -2,316 -28%
OP
1491
ORG Partners
Indiana
$445K +$528K +5,681 +3,284%
BWG
1492
Beta Wealth Group
California
$445K +$65.1K +701 +13%
CPIG
1493
Chicago Partners Investment Group
Illinois
$444K -$339K -3,649 -38%
LOPW
1494
Live Oak Private Wealth
North Carolina
$443K -$17.2K -185 -3%
PPWP
1495
Premier Path Wealth Partners
New Jersey
$441K -$17.2K -185 -3%
BIA
1496
Benchmark Investment Advisors
Illinois
$438K – – –
CCA
1497
Criterion Capital Advisors
Tennessee
$437K +$6.32K +68 +1%
FPCP
1498
Fort Point Capital Partners
California
$436K -$311K -3,342 -37%
FFA
1499
First Foundation Advisors
California
$436K -$53.7K -578 -9%
FFM
1500
Forum Financial Management
Illinois
$433K +$28.8K +310 +6%
58 59
60
61 62