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Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
2251
Key Financial Inc
Pennsylvania
$1.37M -$38.9K -95 -4%
HFAS
2252
Hummer Financial Advisory Services
Illinois
$1.37M – – –
MWM
2253
MorganRosel Wealth Management
Colorado
$1.37M – – –
TPW
2254
Talon Private Wealth
Florida
$1.35M +$954K +2,328 New
CFS
2255
CRA Financial Services
New Jersey
$1.35M +$86.1K +210 +10%
RWM
2256
Revisor Wealth Management
Ohio
$1.35M +$132K +322 +16%
OFO
2257
OneAscent Family Office
Alabama
$1.34M +$149K +364 +19%
UF
2258
Univest Financial
Pennsylvania
$1.34M +$418K +1,019 +79%
AT
2259
American Trust
Kentucky
$1.34M +$285K +696 +43%
ICP
2260
Impact Capital Partners
Colorado
$1.34M +$240K +586 +34%
CF
2261
Carlson Financial
Oregon
$1.33M -$34.8K -85 -4%
KIC
2262
Kensington Investment Counsel
California
$1.33M +$21.7K +53 +2%
APG
2263
Abacus Planning Group
South Carolina
$1.33M -$92.7K -226 -9%
FIC
2264
Family Investment Center
Missouri
$1.33M +$935K +2,281 New
FWP
2265
Falcon Wealth Planning
California
$1.32M +$45.9K +112 +5%
FNB
2266
Farmers National Bank
Kentucky
$1.32M -$13.1K -32 -1%
CASB
2267
Cape Ann Savings Bank
Massachusetts
$1.32M +$157K +383 +20%
AIM
2268
Acropolis Investment Management
Missouri
$1.32M -$18.4K -45 -2%
MWP
2269
Meridian Wealth Partners
Pennsylvania
$1.32M -$305K -744 -25%
SFA
2270
Souders Financial Advisors
Ohio
$1.32M +$45.5K +111 +5%
JSA
2271
Jacobson & Schmitt Advisors
Wisconsin
$1.32M – – –
PNC
2272
Park National Corp
Ohio
$1.31M +$21.3K +52 +2%
QFP
2273
Quantum Financial Partners
Kansas
$1.31M +$928K +2,263 New
ALC
2274
Alexander Labrunerie & Co
Missouri
$1.31M +$25.4K +62 +3%
AFA
2275
Allium Financial Advisors
Oregon
$1.31M +$81.6K +199 +10%
89 90
91
92 93