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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
926
Optimum Investment Advisors
Illinois
$551K – – –
MAM
927
Milestone Asset Management
Pennsylvania
$550K +$477K +4,766 New
GWM
928
GK Wealth Management
Nevada
$549K -$11.4K -114 -2%
NGA
929
Naples Global Advisors
Florida
$548K -$1.6K -16 -0.3%
ET
930
Entropy Technologies
New York
$545K +$472K +4,721 New
OWA
931
Octavia Wealth Advisors
Ohio
$543K -$10.4K -104 -2%
CNBOF
932
City National Bank of Florida
Florida
$542K +$140K +1,396 +42%
TCWM
933
Total Clarity Wealth Management
Illinois
$540K -$37.7K -377 -7%
NPA
934
Nichols & Pratt Advisers
Massachusetts
$538K – – –
HIMC
935
Heritage Investors Management Corp
Maryland
$536K -$7.5K -75 -2%
GFG
936
Greystone Financial Group
Michigan
$536K +$4.4K +44 +1%
ITFISA
937
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$534K -$77.5K -775 -14%
FA
938
Fountainhead AM
New Jersey
$531K -$3.3K -33 -0.7%
RIA
939
Realta Investment Advisors
Delaware
$529K -$18.3K -183 -4%
AUB
940
Atlantic Union Bankshares
Virginia
$528K +$458K +4,576 New
IIA
941
Integrity Investment Advisors
Colorado
$528K -$600 -6 -0.1%
MC
942
Moors & Cabot
Massachusetts
$527K -$1.9K -19 -0.4%
ATPW
943
Ashton Thomas Private Wealth
Arizona
$527K +$15K +150 +3%
TFA
944
Toth Financial Advisory
Virginia
$526K -$421K -4,214 -48%
GDP
945
Great Diamond Partners
Maine
$525K -$13.4K -134 -3%
FWM
946
FFT Wealth Management
Pennsylvania
$525K – – –
JCM
947
Jacobi Capital Management
Pennsylvania
$525K -$20K -200 -4%
ICP
948
Impact Capital Partners
Colorado
$520K -$3.2K -32 -0.7%
MEAC
949
M.E. Allison & Co
Texas
$519K – – –
EL
950
Essex LLC
Illinois
$516K -$10K -100 -2%
36 37
38
39 40