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Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
626
Oak Harbor Wealth Partners
North Carolina
$389K – – –
CPW
627
Catalyst Private Wealth
California
$382K +$12.8K +104 +3%
OM
628
OV Management
Minnesota
$382K +$191K +1,557 +88%
LAM
629
Lewis Asset Management
California
$382K -$73.8K -600 -15%
KPWS
630
Kestra Private Wealth Services
Texas
$380K +$107K +873 +36%
FFM
631
Forum Financial Management
Illinois
$379K +$406K +3,303 New
PFA
632
Pure Financial Advisors
California
$376K +$402K +3,273 New
LP
633
LGL Partners
Pennsylvania
$370K +$123K +1,000 +45%
CI
634
Cigna Investments
Connecticut
$370K -$11.1K -90 -3%
AWA
635
Alta Wealth Advisors
Massachusetts
$369K +$14.9K +121 +4%
KA
636
Kovack Advisors
Florida
$367K +$111K +901 +39%
ACS
637
Archford Capital Strategies
Illinois
$363K -$50.2K -408 -12%
OIA
638
OneDigital Investment Advisors
Kansas
$362K +$75.5K +614 +24%
SN
639
Sittner & Nelson
Oregon
$362K +$4.43K +36 +1%
FHB
640
First Hawaiian Bank
Hawaii
$361K +$387K +3,147 New
WPC
641
Wedmont Private Capital
Pennsylvania
$359K -$22.5K -183 -5%
V
642
ViaWealth
Kansas
$358K +$162K +1,315 +73%
AA
643
Ancora Advisors
Ohio
$358K – – –
BWA
644
Bordeaux Wealth Advisors
California
$353K +$31.6K +257 +9%
AAIM
645
American Assets Investment Management
California
$345K – – –
SI
646
Symmetry Investments
Jersey
$345K +$98.4K +800 +36%
SCM
647
Shaolin Capital Management
Florida
$345K +$369K +3,000 New
IMRF
648
Illinois Municipal Retirement Fund
Illinois
$341K – – –
VAS
649
Vestmark Advisory Solutions
Massachusetts
$336K -$69.4K -564 -16%
IAM
650
Impact Asset Management
$336K +$359K +2,923 New
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