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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
826
Wealth Architects
California
$382K +$127 +1 +0%
OWM
827
OneAscent Wealth Management
Alabama
$382K +$366K +2,887 New
QPW
828
Quantum Private Wealth
Florida
$377K +$19K +150 +6%
ICP
829
Impact Capital Partners
Colorado
$372K +$26.5K +209 +8%
AG
830
Ascent Group
Virginia
$366K -$96K -758 -22%
QCG
831
Quadrant Capital Group
Ohio
$365K -$4.31K -34 -1%
IVP
832
Intrinsic Value Partners
Arizona
$362K +$347K +2,736 New
TPA
833
Trivium Point Advisory
Connecticut
$360K -$86.6K -684 -20%
FCM
834
Fourpath Capital Management
Oklahoma
$359K +$3.55K +28 +1%
CFB
835
Cullen/Frost Bankers
Texas
$355K -$156K -1,230 -31%
FDS
836
First Dallas Securities
Texas
$351K -$706K -5,575 -68%
NFGCM
837
Norman Fields Gottscho Capital Management
New York
$350K -$28.5K -225 -8%
WA
838
Waddell & Associates
Tennessee
$350K +$335K +2,642 New
VI
839
Versor Investments
New York
$348K +$333K +2,629 New
XWM
840
Xcel Wealth Management
Florida
$346K -$12.7K -100 -4%
CW
841
CreativeOne Wealth
Kansas
$344K +$40.5K +320 +14%
EWA
842
EverSource Wealth Advisors
Alabama
$343K +$141K +1,115 +76%
GM
843
GeoWealth Management
Illinois
$342K +$233K +1,840 +247%
AWM
844
Abound Wealth Management
Tennessee
$342K -$41.9K -331 -11%
DIM
845
DLK Investment Management
California
$340K – – –
DO
846
denkapparat Operations
Germany
$336K +$322K +2,540 New
AFGAS
847
Allegiance Financial Group Advisory Services
Virginia
$335K -$197K -1,556 -38%
CWM
848
Compass Wealth Management
Connecticut
$331K -$38K -300 -11%
CI
849
Corient IA
Florida
$331K – – –
PPW
850
Parcion Private Wealth
Washington
$331K -$93.6K -739 -23%
32 33
34
35 36