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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
4851
OneAscent Wealth Management
Alabama
$2.26M -$52.9K -185 -2%
SGDR
4852
SPX Gestao de Recursos
Brazil
$2.26M +$2.23M +7,800 New
HAFG
4853
Hansen & Associates Financial Group
California
$2.25M +$275K +960 +15%
TWM
4854
Trevian Wealth Management
Massachusetts
$2.25M +$71.2K +249 +3%
WRCM
4855
Western Reserve Capital Management
Ohio
$2.25M – – –
MWP
4856
Momentum Wealth Planning
Florida
$2.25M +$1.34M +4,698 +153%
ZS
4857
Zenith Solutions
Pennsylvania
$2.24M +$2.22M +7,755 New
VFG
4858
Valley Financial Group
Pennsylvania
$2.24M -$18.6K -65 -0.8%
KTM
4859
Keeler Thomas Management
Utah
$2.24M +$58.6K +205 +3%
RYA
4860
Richard Young Associates
Georgia
$2.24M +$28.6K +100 +1%
LIP
4861
Lynch Investment Planning
Pennsylvania
$2.24M -$285K -997 -11%
WA
4862
Whipplewood Advisors
Colorado
$2.24M -$1.72M -6,021 -44%
TWM
4863
Tolleson Wealth Management
Texas
$2.23M +$5.15K +18 +0.2%
SC
4864
Stephenson & Company
California
$2.23M +$16.9K +59 +0.8%
HFA
4865
Highland Financial Advisors
New Jersey
$2.22M +$40.3K +141 +2%
GPW
4866
Genesis Private Wealth
Virginia
$2.22M -$80.7K -282 -4%
GPWA
4867
Gaddis Premier Wealth Advisors
Oklahoma
$2.22M +$26K +91 +1%
BWM
4868
Bosman Wealth Management
California
$2.21M +$572 +2 +0%
I2I
4869
Insight 2811 Inc
Illinois
$2.21M -$10.3K -36 -0.5%
LWA
4870
Lifelong Wealth Advisors
Minnesota
$2.21M +$57.5K +201 +3%
BAM
4871
Beaumont Asset Management
Texas
$2.21M +$412K +1,441 +23%
RFA
4872
Reyes Financial Architecture
California
$2.21M -$305K -1,065 -12%
UFPG
4873
United Financial Planning Group
New York
$2.21M -$84.1K -294 -4%
WCM
4874
Wealthcare Capital Management
Virginia
$2.2M -$400K -1,399 -16%
HFS
4875
Hoge Financial Services
Pennsylvania
$2.2M +$22K +77 +1%
193 194
195
196 197