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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
3126
OneAscent Financial Services
Alabama
$804K -$480K -4,862 -34%
NWMG
3127
National Wealth Management Group
Ohio
$803K +$116K +1,175 +14%
FUBT
3128
First United Bank & Trust
Maryland
$803K -$31.6K -320 -3%
BWCS
3129
Beirne Wealth Consulting Services
Connecticut
$801K -$130K -1,314 -12%
DW
3130
Domani Wealth
Pennsylvania
$801K -$13.4K -136 -1%
MCM
3131
Mainstay Capital Management
Michigan
$799K -$25.2K -255 -3%
TCA
3132
Taconic Capital Advisors
New York
$798K -$2.82M -28,500 -75%
NC
3133
NinePointTwo Capital
California
$798K – – –
FA
3134
Fountainhead AM
New Jersey
$797K -$21.8K -221 -2%
IIL
3135
Insight Inv LLC
California
$795K +$397K +4,020 +74%
CSIA
3136
Conrad Siegel Investment Advisors
Pennsylvania
$793K -$150K -1,515 -14%
CG
3137
Corundum Group
Colorado
$793K -$2.87K -29 -0.3%
MGIA
3138
Matthew Goff Investment Advisor
Texas
$793K – – –
MCI
3139
MRP Capital Investments
Georgia
$793K +$932K +9,435 New
RFG
3140
RFP Financial Group
Georgia
$790K +$929K +9,405 New
MFS
3141
Mirabella Financial Services
United Kingdom
$790K +$929K +9,400 New
WF
3142
Wayfinding Financial
Washington
$789K -$579K -5,860 -95%
WW
3143
Westshore Wealth
California
$788K – – –
CMS
3144
Capital Market Strategies
Florida
$787K -$235K -2,376 -20%
SWIM
3145
Smallwood Wealth Investment Management
New Jersey
$787K -$1.58K -16 -0.2%
SFA
3146
Semmax Financial Advisors
North Carolina
$786K -$168K -1,703 -17%
EMG
3147
ETF Managers Group
New Jersey
$784K +$507K +5,134 +122%
APWA
3148
Atlas Private Wealth Advisors
New Jersey
$784K -$2.85M -28,843 -76%
EI
3149
EDMP Inc
Florida
$783K +$268K +2,710 +41%
EW
3150
Enzi Wealth
Texas
$781K +$4.15K +42 +0.5%
124 125
126
127 128