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Oshkosh
OSK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
376
Personal CFO Solutions
New Jersey
$293K +$14.3K +92 +5%
AFG
377
Atomi Financial Group
New York
$291K +$308K +1,979 New
PCMC
378
Paragon Capital Management (Colorado)
Colorado
$291K -$15K -96 -5%
PWS
379
Peterson Wealth Services
Utah
$289K +$46.3K +297 +18%
NWWA
380
New Wave Wealth Advisors
Arkansas
$286K +$2.49K +16 +0.8%
GT
381
Glenmede Trust
Pennsylvania
$285K +$302K +1,939 New
KAS
382
Kestra Advisory Services
Texas
$282K +$55.3K +355 +23%
EW
383
Evoke Wealth
California
$280K -$25.6K -164 -8%
ABC
384
Associated Banc-Corp
Wisconsin
$277K -$9.2K -59 -3%
SCP
385
Sivia Capital Partners
California
$277K -$97.1K -623 -25%
LNWTC
386
Laird Norton Wetherby Trust Company
Washington
$271K -$156 -1 -0.1%
NDSIB
387
North Dakota State Investment Board
North Dakota
$270K -$67.6K -434 -19%
FCP
388
Fidelis Capital Partners
Florida
$270K +$3.9K +25 +1%
NP
389
NorthRock Partners
Minnesota
$269K – – –
WIA
390
World Investment Advisors
California
$266K +$12.8K +82 +5%
CA
391
CGN Advisors
Kansas
$266K – – –
TP
392
TritonPoint Partners
Maryland
$266K -$105K -671 -27%
SW
393
SlateStone Wealth
Florida
$265K – – –
PFPG
394
Pinnacle Financial Partners (Georgia)
Georgia
$261K -$47.1K -302 -15%
CIA
395
Concurrent Investment Advisors
Florida
$261K +$276K +1,770 New
CJ
396
Caitlin John
Michigan
$256K -$209K -1,344 -44%
PWG
397
Portside Wealth Group
Utah
$256K +$271K +1,736 New
FFS
398
Founders Financial Securities
Maryland
$252K +$156 +1 +0.1%
SFC
399
SYM Financial Corp
Indiana
$252K +$468 +3 +0.2%
TCIIS
400
TIAA-CREF Individual & Institutional Services
New York
$251K +$266K +1,706 New
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16
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