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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2851
Oakworth Capital
Alabama
$527K -$479K -1,490 -53%
BFF
2852
Byrne Financial Freedom
Massachusetts
$525K +$419K +1,301 New
NF
2853
Nvest Financial
New Hampshire
$525K +$419K +1,301 New
CM
2854
CastleKnight Management
New York
$525K +$418K +1,300 New
STP
2855
Science & Technology Partners
New York
$525K +$418K +1,300 New
NPT
2856
Nixon Peabody Trust
Massachusetts
$523K +$417K +1,295 New
TIM
2857
Tortoise Investment Management
New York
$523K – – –
SFC
2858
Swisher Financial Concepts
Ohio
$522K -$1.02M -3,155 -71%
SHF
2859
Stage Harbor Financial
Massachusetts
$522K – – –
NRWA
2860
North Ridge Wealth Advisors
Oregon
$521K -$177K -549 -30%
B
2861
Barings
North Carolina
$521K -$212K -658 -34%
FIC
2862
FCG Investment Company
Tennessee
$521K +$15.1K +47 +4%
MGWM
2863
Marks Group Wealth Management
Minnesota
$519K +$3.54K +11 +0.9%
AIFS
2864
A&I Financial Services
Colorado
$519K +$414K +1,286 New
AFA
2865
Avant Financial Advisors
Texas
$519K +$413K +1,285 New
NA
2866
Nautilus Advisors
California
$518K +$413K +1,283 New
YWS
2867
Yarger Wealth Strategies
Ohio
$516K +$5.15K +16 +1%
WFA
2868
West Financial Advisors
Iowa
$515K +$338K +1,050 +467%
MAG
2869
MRA Advisory Group
New Jersey
$514K +$409K +1,272 New
ACM
2870
Andina Capital Management
Utah
$513K +$59.8K +186 +17%
AIC
2871
Archer Investment Corporation
Indiana
$513K -$77.5K -241 -16%
PWM
2872
Palumbo Wealth Management
New York
$513K -$3.86K -12 -0.9%
IFA
2873
Index Fund Advisors
California
$513K -$7.4K -23 -2%
GFG
2874
Grantvest Financial Group
New Jersey
$512K +$408K +1,269 New
OWP
2875
Obermeyer Wealth Partners
Colorado
$512K +$16.7K +52 +4%
113 114
115
116 117