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Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1526
Octavia Wealth Advisors
Ohio
$707K -$253K -9,686 -25%
FBC
1527
Fairfield, Bush & Co
Connecticut
$705K +$124K +4,741 +19%
AWM
1528
Aries Wealth Management
Maine
$704K -$15.7K -600 -2%
GWM
1529
GSB Wealth Management
Connecticut
$703K -$25.1K -958 -3%
LWM
1530
Lionshead Wealth Management
New York
$702K -$2.46K -94 -0.3%
CSB
1531
City State Bank
Iowa
$701K -$42.7K -1,632 -5%
JWBC
1532
J.W. Burns & Co
New York
$699K -$16.2K -620 -2%
RC
1533
Reik & Co
New York
$698K
OPCM
1534
Osborne Partners Capital Management
California
$695K -$2.08M -79,700 -73%
DT
1535
DV Trading
Illinois
$695K +$252K +9,627 +50%
WC
1536
Waterloo Capital
Texas
$695K -$136K -5,185 -15%
BCB
1537
Brian C. Broderick
$694K -$13.1K -500 -2%
BHC
1538
Bull Harbor Capital
Maryland
$693K +$320K +12,235 +74%
MPWS
1539
McCarter Private Wealth Services
Massachusetts
$691K +$64.1K +2,449 +9%
MC
1540
Middleton & Co
Massachusetts
$690K +$750K +28,658 New
TWM
1541
Thrive Wealth Management
Pennsylvania
$690K -$13.7K -522 -2%
CCG
1542
Chatham Capital Group
Georgia
$690K -$2.59K -99 -0.3%
V
1543
VeraBank
Texas
$690K -$102K -3,894 -12%
RYIA
1544
Roehl & Yi Investment Advisors
Oregon
$689K +$1.13K +43 +0.1%
CT
1545
Colonial Trust
South Carolina
$689K -$117K -4,461 -13%
MAWA
1546
Moss Adams Wealth Advisors
Washington
$688K -$69.5K -2,658 -9%
BBA
1547
BLB&B Advisors
Pennsylvania
$686K -$43.5K -1,664 -6%
RIP
1548
Reliant Investment Partners
North Carolina
$685K +$5.23K +200 +0.7%
TW
1549
TritonPoint Wealth
Maryland
$684K -$14.7K -562 -2%
CPIA
1550
Cornell Pochily Investment Advisors
New York
$681K +$15.3K +585 +2%