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Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
776
Montgomery Investment Management
Maryland
$262K – – –
SRAM
777
Spouting Rock Asset Management
Pennsylvania
$261K +$290K +4,787 New
OWP
778
Obermeyer Wealth Partners
Colorado
$260K +$7.27K +120 +3%
ONGA
779
O'Neil Global Advisors
California
$260K -$451K -7,447 -61%
CWA
780
Clarity Wealth Advisors
California
$259K – – –
EFS
781
Essex Financial Services
Connecticut
$257K -$3.03K -50 -1%
BCA
782
Bay Colony Advisors
Massachusetts
$257K +$8.18K +135 +3%
ACM
783
Ashford Capital Management
Delaware
$256K – – –
CWM
784
Compass Wealth Management
Connecticut
$256K -$3.03K -50 -1%
NFG
785
Nations Financial Group
Iowa
$256K +$18.1K +299 +7%
CA
786
Claro Advisors
Massachusetts
$254K -$14.9K -246 -5%
GAM
787
Gotham Asset Management
New York
$254K -$293K -4,841 -51%
AWAU
788
Alliance Wealth Advisors (Utah)
Utah
$252K +$11.5K +189 +4%
BF
789
BOK Financial
Oklahoma
$251K -$751K -12,398 -70%
GIM
790
Grassi Investment Management
California
$250K +$54.5K +900 +24%
GA
791
Gateway Advisory
New Jersey
$250K +$7.76K +128 +3%
CWM
792
Centurion Wealth Management
Virginia
$249K +$77.2K +1,274 +39%
HAS
793
HBW Advisory Services
California
$249K -$12.7K -210 -4%
FHA
794
First Horizon Advisors
Tennessee
$249K -$55.9K -923 -17%
CIAS
795
Capital Investment Advisory Services
North Carolina
$247K +$274K +4,521 New
HWM
796
HB Wealth Management
Georgia
$246K +$19.3K +318 +8%
HIMC
797
Heritage Investors Management Corp
Maryland
$246K – – –
CAG
798
Csenge Advisory Group
Florida
$246K +$12.3K +203 +5%
HIA
799
Harbor Investment Advisory
Maryland
$243K -$300K -4,954 -53%
SFFS
800
Stonehage Fleming Financial Services
Jersey
$243K – – –
30 31
32
33 34