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Name Holding Trade Value Shares
Change
Change in
Stake
OFO
2801
OneAscent Family Office
Alabama
$205K +$198K +625 New
BWM
2802
BCGM Wealth Management
Indiana
$204K +$198K +624 New
ANBOT
2803
American National Bank of Texas
Texas
$204K +$198K +624 New
OAS
2804
Optivise Advisory Services
Tennessee
$204K -$40.6K -128 -17%
BSTWA
2805
Blake Schutter Theil Wealth Advisors
Ohio
$204K +$197K +622 New
RWI
2806
Red Wave Investments
Pennsylvania
$204K +$197K +622 New
ATWA
2807
Arbor Trust Wealth Advisors
Michigan
$203K +$197K +620 New
CM
2808
Cercano Management
Washington
$203K +$197K +620 New
WMWM
2809
Wilkins Miller Wealth Management
Alabama
$203K +$196K +619 New
M
2810
MOTCO
Texas
$203K
MFA
2811
McClarren Financial Advisors
Pennsylvania
$202K +$104K +327 New
SWM
2812
Sendero Wealth Management
Texas
$202K +$196K +618 New
PCM
2813
Penserra Capital Management
California
$202K -$41.6K -131 -17%
WWC
2814
Waypoint Wealth Counsel
Georgia
$202K +$195K +616 New
FAN
2815
Financial Advisors Network
California
$201K +$195K +615 New
FGA
2816
Fortis Group Advisors
New Jersey
$201K +$187K +588 New
NFSG
2817
Newbridge Financial Services Group
Florida
$201K +$22.2K +70 +13%
CAG
2818
Cypress Advisory Group
Arizona
$201K +$195K +614 New
KFP
2819
Keystone Financial Planning
Ohio
$200K +$194K +612 New
S
2820
Sachetta
Massachusetts
$197K -$324K -1,021 -63%
AW
2821
Avion Wealth
Texas
$196K +$3.81K +12 +2%
TAM
2822
Tucker Asset Management
Colorado
$194K -$52.3K -165 -22%
RWM
2823
RMG Wealth Management
Wisconsin
$190K +$9.52K +30 +6%
SWA
2824
SOA Wealth Advisors
New York
$188K
RTC
2825
Riverview Trust Company
Washington
$187K