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Name Holding Trade Value Shares
Change 		Change in
Stake
OHWP
1276
Oak Harbor Wealth Partners
North Carolina
$1.78M +$44.9K +144 +3%
PW
1277
Peninsula Wealth
California
$1.77M -$14K -45 -0.9%
AFA
1278
American Financial Advisors
Georgia
$1.77M -$79.4K -255 -5%
GL
1279
Graypoint LLC
New York
$1.77M +$515K +1,653 +51%
LFA
1280
Legacy Financial Advisors
Kentucky
$1.76M +$314K +1,008 +26%
BCMLT
1281
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.76M +$1.53M +4,905 New
ARMT
1282
Amica Retiree Medical Trust
Rhode Island
$1.76M +$125K +402 +9%
JWBC
1283
John W. Brooker & Co
California
$1.75M – – –
TWM
1284
Tradition Wealth Management
Minnesota
$1.75M +$157K +504 +12%
KA
1285
Kercheville Advisors
Texas
$1.75M -$352K -1,131 -19%
CIP
1286
Convergence Investment Partners
Florida
$1.75M +$14.9K +48 +1%
WIA
1287
World Investment Advisors
California
$1.75M +$463K +1,485 +44%
PF
1288
Phoenix Financial
Israel
$1.75M +$1.51M +4,839 New
DIM
1289
Delta Investment Management
California
$1.73M -$2.57M -8,247 -63%
MAG
1290
Mayfair Advisory Group
Alabama
$1.73M – – –
SEIA
1291
Signature Estate & Investment Advisors
California
$1.73M +$59.8K +192 +4%
AA
1292
Advisory Alpha
Michigan
$1.72M +$205K +657 +16%
PP
1293
PDS Planning
Ohio
$1.71M +$281K +903 +23%
AIS
1294
AM Investment Strategies
Tennessee
$1.71M +$39.2K +126 +3%
MTWM
1295
Masso Torrence Wealth Management
New Jersey
$1.71M +$52.3K +168 +4%
TWM
1296
Thrive Wealth Management
Pennsylvania
$1.7M -$39.2K -126 -3%
WSCM
1297
Wellington Shields Capital Management
New York
$1.7M -$153K -492 -9%
WPC
1298
Waters Parkerson & Co
Louisiana
$1.7M -$5.61K -18 -0.4%
AWM
1299
Atticus Wealth Management
Florida
$1.7M +$1.02M +3,273 +226%
CRWM
1300
Castle Rock Wealth Management
California
$1.69M -$829K -2,661 -35%
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