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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1551
One Capital Management
California
$309K -$76.6K -883 -17%
OWA
1552
Octavia Wealth Advisors
Ohio
$309K +$72.5K +836 +23%
CCFM
1553
Clear Creek Financial Management
Washington
$308K -$1.04M -12,035 -73%
PPW
1554
Pinnacle Private Wealth
Massachusetts
$308K -$409K -4,719 -52%
NFG
1555
Nations Financial Group
Iowa
$308K -$304K -3,499 -44%
HFP
1556
Holistic Financial Partners
Indiana
$308K +$7.89K +91 +2%
KA
1557
Kercheville Advisors
Texas
$307K -$107K -1,235 -22%
IP
1558
Ignite Planners
California
$307K -$24.3K -280 -6%
LCM
1559
Linker Capital Management
Kentucky
$307K – – –
PIM
1560
Penobscot Investment Management
Massachusetts
$307K – – –
NCM
1561
Narwhal Capital Management
Georgia
$306K -$330K -3,800 -46%
HI
1562
Hoey Investments
Pennsylvania
$306K -$56.6K -652 -13%
SG
1563
Somerset Group
Minnesota
$306K – – –
AIC
1564
Archer Investment Corporation
Indiana
$305K +$34.7K +400 +10%
WAM
1565
WNY Asset Management
New York
$305K +$91.2K +1,051 +31%
CIA
1566
Choate Investment Advisors
Massachusetts
$303K -$248K -2,858 -40%
HFS
1567
Howard Financial Services
Texas
$303K -$52.4K -604 -12%
WA1
1568
Wimmer Associates 1
California
$302K +$10.4K +120 +3%
BOTW
1569
Bank of the West
California
$301K -$71.7K -827 -16%
PL
1570
Plancorp LLC
Missouri
$301K +$1.74K +20 +0.5%
WSTAM
1571
Wilbanks Smith & Thomas Asset Management
Virginia
$301K +$21.2K +244 +6%
HW
1572
Hancock Whitney
Mississippi
$300K -$117K -1,347 -24%
AG
1573
Ascent Group
Virginia
$300K -$59.7K -688 -17%
6F
1574
626 Financial
Michigan
$300K -$28.5K -329 -7%
NB
1575
NBT Bank
New York
$300K – – –
61 62
63
64 65