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Name Holding Trade Value Shares
Change
Change in
Stake
1WA
1701
180 Wealth Advisors
Washington
$422K +$19K +82 +5%
BFC
1702
Blue Fin Capital
Rhode Island
$422K – – –
MIM
1703
Merrion Investment Management
New Jersey
$422K – – –
PWP
1704
PrairieView Wealth Partners
Illinois
$421K – – –
WCM
1705
Weaver Capital Management
Georgia
$421K +$421K +1,818 New
CBT
1706
Central Bank & Trust
Kentucky
$420K -$44.2K -191 -10%
KAS
1707
KPP Advisory Services
Kentucky
$419K +$926 +4 +0.2%
SWM
1708
Silverlake Wealth Management
Vermont
$419K -$97.3K -420 -19%
SWS
1709
SYSTM Wealth Solutions
Illinois
$418K -$307K -1,325 -42%
CH
1710
Cromwell Holdings
Wyoming
$415K +$415K +1,793 New
Exencial Wealth Advisors
1711
Exencial Wealth Advisors
Oklahoma
$414K -$25.5K -110 -6%
ACM
1712
Allred Capital Management
Texas
$413K -$12.3K -53 -3%
RWPA
1713
Richard W. Paul & Associates
Michigan
$411K -$5.33K -23 -1%
OFS
1714
OneAscent Financial Services
Alabama
$411K +$84.3K +364 +26%
HTIM
1715
Harbour Trust & Investment Management
Indiana
$411K – – –
MTIC
1716
Missouri Trust & Investment Company
Missouri
$410K -$2.32K -10 -0.6%
NA
1717
Nottingham Advisors
New York
$409K – – –
WS
1718
Wela Strategies
Georgia
$408K -$232 -1 -0.1%
SMA
1719
Seven Mile Advisory
New Jersey
$408K -$77.4K -334 -16%
RRA
1720
Round Rock Advisors
Connecticut
$407K +$18.3K +79 +5%
WCM
1721
Windsor Capital Management
Arizona
$407K -$3.01K -13 -0.7%
CT
1722
Clearstead Trust
Maine
$404K – – –
T
1723
TOBAM
France
$403K -$172K -742 -30%
EWS
1724
Evergreen Wealth Solutions
Pennsylvania
$402K +$402K +1,734 New
W
1725
Wealthquest
Ohio
$401K – – –