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Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
826
OneAscent Investment Solutions
Alabama
$450K -$102K -747 -19%
AG
827
Ascent Group
Virginia
$449K -$23.5K -172 -5%
IP
828
Indivisible Partners
Florida
$446K +$27.3K +200 +7%
FG
829
Fiduciary Group
Georgia
$445K +$115K +845 +37%
AGC
830
August Group Capital
$444K +$409 +3 +0.1%
AL
831
Aspiriant LLC
California
$442K +$421K +3,087 New
NFGCM
832
Norman Fields Gottscho Capital Management
New York
$441K +$12.3K +90 +3%
GT
833
Greenleaf Trust
Michigan
$441K -$20.7K -152 -5%
ACA
834
Aptus Capital Advisors
Alabama
$439K -$75.4K -553 -15%
RTC
835
Real Talk Capital
Tennessee
$436K +$53.2K +390 +15%
SCM
836
Sandler Capital Management
New York
$430K -$76.8K -563 -16%
NCM
837
Nelson Capital Management
California
$429K -$70K -513 -15%
AHL
838
Abel Hall LLC
Louisiana
$428K -$1.23K -9 -0.3%
SWA
839
Stratos Wealth Advisors
Ohio
$425K -$31K -227 -7%
UW
840
Unique Wealth
Florida
$423K -$128K -939 -24%
EFS
841
Essex Financial Services
Connecticut
$422K -$70.9K -520 -15%
CNBT
842
Canandaigua National Bank & Trust
New York
$420K +$400K +2,936 New
PFS
843
Prospera Financial Services
Texas
$416K -$77.6K -569 -16%
KMWM
844
Keudell/Morrison Wealth Management
Oregon
$416K +$14.1K +103 +4%
SLI
845
Sumitomo Life Insurance
Japan
$414K -$11.3M -82,625 -97%
TWIM
846
TIAA Wealth Investment Management
New York
$414K -$19.8K -145 -5%
OWM
847
OneAscent Wealth Management
Alabama
$414K -$5.73K -42 -1%
WA
848
Wealth Architects
California
$411K -$4.77K -35 -1%
WC
849
Waterloo Capital
Texas
$408K +$79.8K +585 +26%
RFP
850
Root Financial Partners
California
$406K +$132K +970 +52%
32 33
34
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