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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
801
Oppenheimer Asset Management
New York
$390K -$496K -3,346 -56%
LCM
802
LVM Capital Management
Michigan
$390K – – –
IA
803
Integrity Alliance
Iowa
$389K +$381K +2,570 New
CIC
804
Carnegie Investment Counsel
Ohio
$388K +$66.7K +450 +21%
WCG
805
Weaver Consulting Group
California
$388K +$6.37K +43 +2%
BHBT
806
Burke & Herbert Bank & Trust
Virginia
$385K +$20.1K +136 +6%
MA
807
Mutual Advisors
Nebraska
$383K -$13.8K -93 -4%
OCA
808
OpenArc Corporate Advisory
Georgia
$383K +$375K +2,529 New
PWPS
809
Pinnacle Wealth Planning Services
Ohio
$382K +$3.26K +22 +0.9%
DWM
810
Destination Wealth Management
California
$382K – – –
HH
811
Hilltop Holdings
Texas
$382K +$10.1K +68 +3%
PI
812
Pettee Investors
Connecticut
$382K – – –
TSWM
813
Triangle Securities Wealth Management
North Carolina
$381K – – –
PCMC
814
Paragon Capital Management (Colorado)
Colorado
$380K – – –
IWC
815
Integrated Wealth Concepts
Massachusetts
$378K -$472K -3,187 -56%
IFWM
816
Institute for Wealth Management
Colorado
$377K -$2.52K -17 -0.7%
4WM
817
44 Wealth Management
Oregon
$376K +$3.41K +23 +0.9%
PAW
818
Plan A Wealth
Nebraska
$375K -$5.33K -36 -1%
BDF
819
Black Diamond Financial
Maryland
$374K – – –
AG
820
AlTi Global
New York
$374K -$1.33K -9 -0.4%
MG
821
Mather Group
Illinois
$374K +$35.4K +239 +11%
KPWG
822
KFA Private Wealth Group
Virginia
$372K +$147K +993 +68%
CFFP
823
Center for Financial Planning
Michigan
$372K – – –
CCG
824
Cypress Capital Group
Florida
$370K – – –
CIAS
825
CFS Investment Advisory Services
New Jersey
$370K -$17.2K -116 -5%
31 32
33
34 35