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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1201
OneAscent Financial Services
Alabama
$884K +$81.1K +308 +11%
SBSB
1202
Sullivan, Bruyette, Speros & Blaney
Virginia
$884K +$145K +551 +22%
WG
1203
Winton Group
United Kingdom
$883K +$792K +3,005 New
CDH
1204
Charles D. Hyman
$882K – – –
CM
1205
Crestline Management
Texas
$882K +$790K +3,000 New
KFA
1206
Kelleher Financial Advisors
New York
$880K +$130K +492 +20%
NSAM
1207
North Star Asset Management
Wisconsin
$879K -$148K -560 -16%
TFS
1208
TrustCore Financial Services
Tennessee
$878K -$22.7K -86 -3%
YCM
1209
Yakira Capital Management
Connecticut
$875K -$527K -2,000 -40%
NWP
1210
Northstar Wealth Partners
Connecticut
$870K -$91.7K -348 -11%
FBT
1211
First Bank & Trust
South Dakota
$870K -$46.4K -176 -6%
LSPW
1212
Lake Street Private Wealth
Illinois
$866K -$41.6K -158 -5%
FANJ
1213
Financial Architects (New Jersey)
New Jersey
$856K -$84.3K -320 -10%
BSW
1214
Buckingham Strategic Wealth
Missouri
$853K +$19.2K +73 +3%
LOIM
1215
Liberty One Investment Management
Illinois
$850K -$98.3K -373 -11%
ET
1216
Equitable Trust
Tennessee
$845K – – –
KP
1217
Keel Point
Alabama
$841K +$194K +738 +35%
CFD
1218
Creative Financial Designs
Indiana
$834K -$84.3K -320 -10%
SVWAG
1219
Sound View Wealth Advisors Group
Georgia
$830K -$5.8K -22 -0.8%
RBFC
1220
Roman Butler Fullerton & Co
Missouri
$830K +$744K +2,822 New
SWP
1221
Strategic Wealth Partners
Ohio
$824K +$105K +399 +17%
SCM
1222
SOL Capital Management
Maryland
$821K +$13.2K +50 +2%
FB
1223
Fulton Bank
Pennsylvania
$814K -$78.5K -298 -10%
RWM
1224
RBA Wealth Management
California
$811K -$24.2K -92 -3%
WAM
1225
Weatherly Asset Management
California
$808K -$1.58K -6 -0.2%
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