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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1851
Octavia Wealth Advisors
Ohio
$264K – – –
CIP
1852
Convergence Investment Partners
Florida
$264K +$9.12K +45 +4%
HCP
1853
Hexagon Capital Partners
Arkansas
$264K +$225K +1,110 +822%
KL
1854
KilterHowling LLC
Colorado
$263K – – –
DWM
1855
Darwin Wealth Management
Florida
$262K -$135K -665 -35%
WCM
1856
WealthBridge Capital Management
Ohio
$261K -$1.01K -5 -0.4%
FFS
1857
Founders Financial Securities
Maryland
$260K +$14.2K +70 +6%
CIC
1858
Carnegie Investment Counsel
Ohio
$257K +$245K +1,210 New
NP
1859
Nilsine Partners
Colorado
$257K +$245K +1,210 New
RC
1860
Rahlfs Capital
Texas
$257K +$245K +1,210 New
BDL
1861
Banque de Luxembourg
Luxembourg
$255K +$243K +1,200 New
FTUS
1862
Flow Traders U.S.
New York
$254K +$243K +1,200 New
LA
1863
Latitude Advisors
Florida
$254K -$13.2K -65 -5%
EHC
1864
Everett Harris & Co
California
$250K -$4.05K -20 -2%
WPP
1865
Whalerock Point Partners
Rhode Island
$249K – – –
CG
1866
CFO4Life Group
Texas
$249K +$238K +1,175 New
FNBOO
1867
First National Bank of Omaha
Nebraska
$248K – – –
CWA
1868
Consilio Wealth Advisors
Washington
$248K +$4.05K +20 +2%
EFMH
1869
E Fund Management (HK)
Hong Kong
$248K -$26.3K -130 -10%
BWM
1870
BlackDiamond Wealth Management
New York
$247K +$41.5K +205 +21%
VFG
1871
Victory Financial Group
Texas
$247K +$236K +1,165 New
LIM
1872
Leavell Investment Management
Alabama
$246K +$235K +1,160 New
SHFP
1873
Second Half Financial Partners
Florida
$245K -$259K -1,280 -53%
RAM
1874
Revere Asset Management
Texas
$245K +$3.04K +15 +1%
FFA
1875
Fragasso Financial Advisors
Pennsylvania
$245K +$234K +1,155 New
73 74
75
76 77