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Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
3426
Optivise Advisory Services
Tennessee
$506K +$49.4K +146 +11%
MAM
3427
Marquette Asset Management
Minnesota
$505K – – –
ODIJL
3428
One Day In July LLC
Vermont
$503K +$22K +65 +5%
PIN
3429
Prudent Investors Network
California
$502K – – –
MEAC
3430
M.E. Allison & Co
Texas
$502K – – –
AHL
3431
Abel Hall LLC
Louisiana
$500K -$103K -304 -18%
WA
3432
Wealthstream Advisors
New York
$500K +$14.2K +42 +3%
AMG
3433
Advisors Management Group
Wisconsin
$499K -$1.01K -3 -0.2%
TPW
3434
Tiller Private Wealth
Pennsylvania
$499K +$66.3K +196 +16%
SPA
3435
Sherbrooke Park Advisers
New York
$499K +$482K +1,423 New
PCA
3436
Peddock Capital Advisors
Massachusetts
$498K +$14.6K +43 +3%
ELM
3437
Elite Life Management
Florida
$497K +$12.5K +37 +3%
WFC
3438
Western Financial Corp
California
$497K +$26.4K +78 +6%
LFG
3439
Lockerman Financial Group
California
$497K -$6.43K -19 -1%
HNWAG
3440
High Net Worth Advisory Group
Florida
$496K -$6.77K -20 -1%
RAM
3441
Readystate Asset Management
Illinois
$496K +$479K +1,416 New
LWM
3442
LJI Wealth Management
Indiana
$495K – – –
DWS
3443
Discipline Wealth Solutions
South Carolina
$495K – – –
SFG
3444
Seamount Financial Group
Colorado
$495K +$30.5K +90 +7%
MWP
3445
Meridian Wealth Partners
Pennsylvania
$495K -$32.1K -95 -6%
JCFM
3446
JBR Co Financial Management
Oklahoma
$491K -$102K -300 -18%
WW
3447
Westshore Wealth
California
$491K +$338 +1 +0.1%
MIM
3448
Martin Investment Management
Florida
$491K – – –
FI
3449
Finivi Inc
Massachusetts
$490K +$40.6K +120 +9%
WFA
3450
WestHill Financial Advisors
California
$489K -$2.03K -6 -0.4%
136 137
138
139 140