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Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
826
Optivise Advisory Services
Tennessee
$303K +$16.5K +323 +6%
CIC
827
Crawford Investment Counsel
Georgia
$303K – – –
S
828
Sunpointe
Missouri
$303K +$293K +5,737 New
RCM
829
Ridgepath Capital Management
Tennessee
$301K -$2.51K -49 -0.9%
GHA
830
GW Henssler & Associates
Georgia
$301K -$41.6K -814 -12%
AWM
831
Atticus Wealth Management
Florida
$299K +$41.2K +806 +17%
QP
832
Quartz Partners
New York
$298K +$289K +5,652 New
HIC
833
Holderness Investments Company
North Carolina
$297K -$105K -2,050 -27%
OFA
834
Oak Family Advisors
Illinois
$297K – – –
FIM
835
Freedom Investment Management
Connecticut
$294K -$7.06K -138 -2%
WE
836
Wealth Effects
Massachusetts
$294K – – –
AFG
837
Atomi Financial Group
New York
$294K +$3.12K +61 +1%
AC
838
AXQ Capital
New Jersey
$293K +$284K +5,548 New
HP
839
Holistic Planning
Texas
$291K +$90.7K +1,773 +47%
FBT
840
First Bankers Trust
Kentucky
$290K -$767 -15 -0.3%
HNWA
841
Henrickson Nauta Wealth Advisors
Michigan
$290K -$51 -1 -0%
BAM
842
Berkshire Asset Management
Pennsylvania
$286K -$460 -9 -0.2%
VT
843
Volterra Technologies
New York
$286K +$277K +5,418 New
N
844
Numerai
California
$284K +$53.3K +1,042 +24%
CA
845
Cache Advisors
California
$277K – – –
CI
846
Cigna Investments
Connecticut
$277K -$9.21K -180 -3%
LC
847
LCNB Corp
Ohio
$276K +$14.5K +284 +6%
ICP
848
Impact Capital Partners
Colorado
$276K -$6.39K -125 -2%
FRA
849
Frank Rimerman Advisors
California
$275K -$20.5K -401 -7%
BRWA
850
B. Riley Wealth Advisors
Florida
$275K +$267K +5,216 New
32 33
34
35 36