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Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1701
West Family Investments
California
$867K -$11.9K -42 -1%
FANJ
1702
Financial Architects (New Jersey)
New Jersey
$865K +$89.7K +316 +10%
PWM
1703
Palumbo Wealth Management
New York
$864K -$35.7K -126 -4%
TIAM2
1704
Tru Independence Asset Management 2
Oregon
$863K +$458K +1,616 +95%
OAM
1705
Oak Asset Management
California
$862K – – –
KOC
1706
Koss-Olinger Consulting
Florida
$860K -$24.1K -85 -3%
OC
1707
Oakworth Capital
Alabama
$860K +$132K +464 +16%
HFG
1708
Heron Financial Group
New York
$857K +$14.8K +52 +2%
GC
1709
Gilbert & Cook
Iowa
$856K +$5.11K +18 +0.6%
PAMP
1710
Polar Asset Management Partners
Ontario, Canada
$856K +$934K +3,291 New
JPLA
1711
Joseph P. Lucia & Associates
New York
$854K -$113K -400 -11%
VFM
1712
Vivid Financial Management
California
$853K -$61.9K -218 -6%
PHAM
1713
Palisades Hudson Asset Management
Florida
$853K – – –
AC
1714
Apogem Capital
New York
$851K -$1.42K -5 -0.2%
CB
1715
Cadence Bank
Mississippi
$847K +$567K +2,000 +160%
OCM
1716
Orleans Capital Management
Louisiana
$846K +$36.9K +130 +4%
IP
1717
Investment Partners
Ohio
$846K +$142K +500 +18%
OL
1718
Optas LLC
Texas
$845K +$1.99K +7 +0.2%
FFC
1719
First Financial Corp
Indiana
$843K -$40.6K -143 -4%
TPWA
1720
TRUE Private Wealth Advisors
Oregon
$839K +$37.7K +133 +4%
FTA
1721
Financial & Tax Architects
Missouri
$838K +$197K +695 +28%
RMDI
1722
R.M. Davis Inc
Maine
$838K +$851 +3 +0.1%
SIA
1723
SkyView Investment Advisors
New Jersey
$837K -$235K -828 -20%
HG
1724
Harbor Group
New Hampshire
$837K – – –
BWCS
1725
Beirne Wealth Consulting Services
Connecticut
$834K – – –
67 68
69
70 71