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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
876
Optimum Investment Advisors
Illinois
$45K – – –
AF
877
Allworth Financial
California
$44K -$1.49K -79 -4%
PFO
878
Pathstone Family Office
New Jersey
$44K +$36.4K +1,929 +2,296%
SN
879
Sittner & Nelson
Oregon
$44K +$37.7K +2,000 New
PA
880
Parallel Advisors
California
$43K -$43.6K -2,309 -54%
TPWA
881
TRUE Private Wealth Advisors
Oregon
$43K – – –
COCM
882
Charter Oak Capital Management
New Hampshire
$43K +$36.8K +1,950 New
PFGIA
883
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$1.51K +80 +4%
KLWA
884
Kelly Lawrence W & Associates
California
$41K -$106K -5,612 -75%
LWM
885
Liberty Wealth Management
California
$41K -$283 -15 -0.8%
AI
886
ArchPoint Investors
Florida
$41K – – –
PCH
887
PGIM Custom Harvest
New Jersey
$40K +$29.8K +1,578 New
BWM
888
Birchcreek Wealth Management
Ohio
$40K +$34.6K +1,834 New
CI
889
CX Institutional
Indiana
$38K -$4.34K -230 -12%
JCM
890
Jacobi Capital Management
Pennsylvania
$37K -$1.17K -62 -4%
SFO
891
Standard Family Office
South Dakota
$36K +$30.7K +1,627 New
AF
892
Arrow Financial
New York
$35K -$11.1K -588 -27%
TWA
893
TCI Wealth Advisors
Arizona
$34K -$6.3K -334 -18%
FCM
894
Firestone Capital Management
Florida
$32K +$7.55K +400 +38%
AWG
895
Altus Wealth Group
Colorado
$32K +$27.4K +1,450 New
PHK
896
Point72 Hong Kong
Hong Kong
$32K +$27.8K +1,475 New
PK
897
Pflug Koory
Nebraska
$31K -$8.87K -470 -25%
ADIM
898
Alpha DNA Investment Management
Maryland
$31K +$26.9K +1,423 New
IFAM
899
Institutional & Family Asset Management
Colorado
$29K -$11.3K -598 -31%
RPWA
900
Regent Peak Wealth Advisors
Georgia
$29K +$25.5K +1,351 New
34 35
36
37 38