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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
951
Wealth Management Associates
New Jersey
$233K +$246K +1,116 New
PFS
952
Physicians Financial Services
North Carolina
$230K – – –
OCG
953
Opus Capital Group
Ohio
$230K +$26K +118 +12%
SMA
954
Sage Mountain Advisors
Georgia
$230K +$243K +1,099 New
FMB
955
Field & Main Bank
Kentucky
$229K – – –
WH
956
Willner & Heller
California
$229K – – –
RG
957
Rathbones Group
United Kingdom
$227K – – –
TWM
958
TRB Wealth Management
Texas
$226K +$239K +1,082 New
AMM
959
American Money Management
California
$224K -$41K -186 -15%
MAM
960
McLean Asset Management
Virginia
$224K -$1.1K -5 -0.5%
LA
961
Lifeworks Advisors
Michigan
$223K -$4.41K -20 -2%
RWB
962
RMR Wealth Builders
New Jersey
$222K -$13K -59 -5%
MW
963
MBL Wealth
North Carolina
$222K +$235K +1,063 New
TL
964
Tradewinds LLC
North Carolina
$221K – – –
CIM
965
Capital Investment Management
Missouri
$221K +$11.9K +54 +5%
GBT
966
Grove Bank & Trust
Florida
$221K -$549K -2,487 -70%
PFM
967
Patton Fund Management
Texas
$221K +$21.2K +96 +10%
OCBCO
968
Oversea-Chinese Banking Corp (OCBC)
Singapore
$220K – – –
DT
969
DV Trading
Illinois
$220K +$232K +1,053 New
WRPWM
970
Werba Rubin Papier Wealth Management
California
$215K -$11.3K -51 -5%
CIA
971
Capital Investment Advisors
Georgia
$215K +$10.4K +47 +5%
BFO
972
Biltmore Family Office
North Carolina
$214K -$25.8K -117 -10%
SPC
973
Spirepoint Private Client
Florida
$214K -$7.95K -36 -3%
HWA
974
Heartwood Wealth Advisors
Virginia
$214K – – –
WF
975
Wayfinding Financial
Washington
$212K +$662 +3 +0.3%
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