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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1526
OneAscent Financial Services
Alabama
$365K -$63.3K -308 -14%
GM
1527
GeoWealth Management
Illinois
$365K +$170K +825 +77%
PFM
1528
Peak Financial Management
Massachusetts
$365K +$51.4K +250 +15%
EFA
1529
Edge Financial Advisors
Illinois
$364K +$388K +1,886 New
VNA
1530
Valley National Advisers
Pennsylvania
$364K -$210K -1,021 -35%
AP
1531
Appleton Partners
Massachusetts
$364K -$21.6K -105 -5%
W
1532
Wealthquest
Ohio
$363K -$70.5K -343 -15%
LW
1533
Linscomb Wealth
Texas
$363K – – –
ISB
1534
Iowa State Bank
Iowa
$361K – – –
TWA
1535
TCI Wealth Advisors
Arizona
$361K -$6.78K -33 -2%
ATC
1536
Adirondack Trust Company
New York
$361K – – –
PCM
1537
Presidio Capital Management
California
$360K +$69.5K +338 +22%
PWA
1538
Providence Wealth Advisors
Illinois
$359K -$1.96M -9,529 -83%
NWM
1539
Northwest Wealth Management
Iowa
$359K +$201K +977 +111%
CP
1540
Canopy Partners
Ohio
$358K +$54.7K +266 +17%
PFP
1541
Paragon Financial Partners
California
$358K -$18.9K -92 -5%
SEIA
1542
Signature Estate & Investment Advisors
California
$356K -$142K -692 -27%
CTA
1543
Colonial Trust Advisors
South Carolina
$356K -$136K -663 -26%
GPFA
1544
Game Plan Financial Advisors
Ohio
$356K – – –
AC
1545
Allstate Corporation
Illinois
$356K +$37K +180 +11%
KCFA
1546
Key Client Fiduciary Advisors
New Jersey
$355K +$90.4K +440 +31%
RHP
1547
Royal Harbor Partners
Texas
$353K – – –
DWA
1548
Delap Wealth Advisory
Oregon
$353K +$376K +1,829 New
AWC
1549
Adamsbrown Wealth Consultants
Kansas
$352K +$105K +510 +39%
BCA
1550
Bray Capital Advisors
Florida
$351K – – –
60 61
62
63 64