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Name Holding Trade Value Shares
Change 		Change in
Stake
SWIA
3526
Solano Wealth Investment Advisors
California
$412K +$392K +1,305 New
FSA
3527
Franklin Street Advisors
North Carolina
$412K -$24.1K -80 -6%
OCM
3528
Orser Capital Management
Texas
$411K – – –
PA
3529
Prism Advisors
California
$411K – – –
NIA
3530
NIA Impact Advisors
California
$411K – – –
BOC
3531
Blue Oak Capital
California
$411K +$391K +1,300 New
CGA
3532
Compound Global Advisors
Washington
$411K +$391K +1,300 New
OAS
3533
Optivise Advisory Services
Tennessee
$410K +$34.3K +114 +10%
PFS
3534
Prospect Financial Services
New York
$410K – – –
GWM
3535
Greenwich Wealth Management
Connecticut
$410K +$10.2K +34 +3%
MA
3536
MBA Advisors
Pennsylvania
$410K +$1.2K +4 +0.3%
MWM
3537
Manske Wealth Management
Texas
$409K +$389K +1,293 New
BBA
3538
Braun-Bostich & Associates
Pennsylvania
$408K -$11.1K -37 -3%
PWP
3539
Precedent Wealth Partners
Texas
$408K -$42.4K -141 -10%
AIMC
3540
Alley Investment Management Company
Illinois
$408K +$6.92K +23 +2%
CIA
3541
Caerus Investment Advisors
Texas
$406K – – –
WA
3542
WestEnd Advisors
North Carolina
$405K -$31.9K -106 -8%
TPBG
3543
Turning Point Benefit Group
Maryland
$405K +$397K +1,321 New
NWWA
3544
New Wave Wealth Advisors
Arkansas
$405K -$17.4K -58 -4%
BFPW
3545
BOK Financial Private Wealth
Colorado
$405K -$51.7K -172 -12%
WA
3546
Waterford Advisors
New York
$405K -$7.52K -25 -2%
FI
3547
Finivi Inc
Massachusetts
$404K -$4.51K -15 -1%
PIMG
3548
Patriot Investment Management Group
Tennessee
$403K -$80K -266 -17%
FCCM
3549
First City Capital Management
Georgia
$402K +$301 +1 +0.1%
FC
3550
Fusion Capital
South Carolina
$402K -$12K -40 -3%
140 141
142
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