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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
1476
Octavia Wealth Advisors
Ohio
$335K -$2.23K -29 -0.7%
HWA
1477
HCR Wealth Advisors
California
$335K -$2.16K -28 -0.6%
FW
1478
FirstPurpose Wealth
Utah
$335K +$38.7K +502 +13%
CWM
1479
C2C Wealth Management
Arizona
$335K -$6.01K -78 -2%
GRP
1480
Global Retirement Partners
California
$334K +$48.7K +632 +16%
SWM
1481
Seed Wealth Management
Illinois
$334K -$70.1K -910 -17%
CPSC
1482
Carl P. Sherr & Co
Massachusetts
$334K -$15.4K -200 -4%
GCM
1483
Gables Capital Management
Florida
$334K +$23.1K +300 +7%
KMWM
1484
Keudell/Morrison Wealth Management
Oregon
$333K +$93.3K +1,211 +38%
PIM
1485
Penobscot Investment Management
Massachusetts
$333K – – –
LCM
1486
Linker Capital Management
Kentucky
$333K – – –
LB
1487
Legacy Bridge
Iowa
$333K +$539 +7 +0.2%
1IA
1488
1834 Investment Advisors
Wisconsin
$332K +$337K +4,378 New
SGCA
1489
Steel Grove Capital Advisors
Tennessee
$329K +$68.3K +887 +26%
WCM
1490
Whitener Capital Management
North Carolina
$328K -$29.3K -380 -8%
SG
1491
Somerset Group
Minnesota
$328K – – –
CWM
1492
Calamos Wealth Management
Illinois
$328K +$33.6K +436 +11%
WP
1493
WMS Partners
Maryland
$327K -$192K -2,498 -37%
MWM
1494
Marietta Wealth Management
Georgia
$327K -$1.68M -21,837 -84%
HA
1495
Herold Advisors
New York
$327K +$42.4K +550 +15%
GA
1496
Geller Advisors
New York
$326K +$57.5K +746 +21%
PCH
1497
Polar Capital Holdings
United Kingdom
$325K +$27.6K +359 +9%
OC
1498
Oakworth Capital
Alabama
$324K – – –
CCFM
1499
Clear Creek Financial Management
Washington
$324K +$17.8K +231 +6%
BG
1500
Bahl & Gaynor
Ohio
$323K -$17.5K -227 -5%
58 59
60
61 62