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Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
851
Optivise Advisory Services
Tennessee
$299K +$90.3K +1,649 +44%
CI
852
Cigna Investments
Connecticut
$299K -$4.82K -88 -2%
CCM
853
Crew Capital Management
Ohio
$298K +$9.69K +177 +3%
SIA
854
Soltis Investment Advisors
Utah
$298K +$296K +5,411 New
ICP
855
Impact Capital Partners
Colorado
$295K +$8.54K +156 +3%
GL
856
Graypoint LLC
New York
$292K +$290K +5,295 New
MW
857
Marcum Wealth
Ohio
$292K -$47.7K -871 -14%
LP
858
LMR Partners
United Kingdom
$291K +$289K +5,275 New
IFU
859
iSAM Funds (UK)
United Kingdom
$290K +$288K +5,264 New
CA
860
Cache Advisors
California
$290K – – –
OIA
861
OneDigital Investment Advisors
Kansas
$286K +$56.1K +1,024 +25%
WHCI
862
W.H. Cornerstone Investments
Massachusetts
$286K -$477K -8,720 -63%
PL
863
Plancorp LLC
Missouri
$285K +$284K +5,181 New
GS
864
GWN Securities
Florida
$285K +$300K +5,480 New
S
865
SimplyRich
California
$285K -$4.11K -75 -1%
FCP
866
Fidelis Capital Partners
Florida
$285K -$9.91K -181 -3%
QWM
867
Quadcap Wealth Management
Texas
$283K -$2.74K -50 -1%
HNWA
868
Henrickson Nauta Wealth Advisors
Michigan
$282K +$1.53K +28 +0.5%
BAM
869
Berkshire Asset Management
Pennsylvania
$279K -$15.9K -290 -5%
PVI
870
Pine Valley Investments
New Jersey
$279K +$14.9K +272 +6%
HI
871
Harbour Investments
Wisconsin
$279K +$16.1K +295 +6%
RDWM
872
Red Door Wealth Management
Tennessee
$276K +$383 +7 +0.1%
RG
873
Rathbones Group
United Kingdom
$276K -$2.74K -50 -1%
DC
874
Dahring Cusmano
Michigan
$276K – – –
FGA
875
Fortis Group Advisors
New Jersey
$276K – – –
33 34
35
36 37