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Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1101
Ironwood Investment Counsel
Arizona
$610K -$19.3K -216 -3%
UWS
1102
Unique Wealth Strategies
Illinois
$609K +$14.3K +160 +3%
KAM
1103
Karani Asset Management
New York
$608K +$581K +6,494 New
CAMG
1104
CWA Asset Management Group
Florida
$607K -$2.36M -26,369 -80%
MWM
1105
Mission Wealth Management
California
$606K -$1.97K -22 -0.3%
XT
1106
XTX Topco
Cayman Islands
$606K +$579K +6,467 New
TFM
1107
TFC Financial Management
Massachusetts
$605K -$35.8K -400 -6%
SFS
1108
Security Financial Services
Indiana
$603K +$46.7K +522 +9%
MWM
1109
MOKAN Wealth Management
Kansas
$601K +$41.3K +461 +8%
CRIG
1110
Charter Research & Investment Group
Connecticut
$600K – – –
EP
1111
EPIQ Partners
Minnesota
$600K – – –
TFS
1112
Thoroughbred Financial Services
Tennessee
$594K -$2.42K -27 -0.4%
CNBTD
1113
Citizens National Bank Trust Department
Mississippi
$589K +$41.3K +461 +8%
MSA
1114
Marino Stram & Associates
Massachusetts
$586K +$1.61K +18 +0.3%
SCA
1115
Snowden Capital Advisors
New York
$586K -$80.5K -899 -13%
DWM
1116
DecisionMap Wealth Management
Virginia
$585K +$559K +6,241 New
GFG
1117
Goldstone Financial Group
Illinois
$584K +$1.52K +17 +0.3%
JGIA
1118
Jackson Grant Investment Advisers
Connecticut
$583K +$1.52K +17 +0.3%
JE
1119
JMAC Enterprises
Pennsylvania
$581K -$122K -1,359 -18%
GWM
1120
GSB Wealth Management
Connecticut
$575K +$5.01K +56 +0.9%
PFBT
1121
Parkside Financial Bank & Trust
Missouri
$575K -$47.7K -533 -8%
QPBE
1122
Quintet Private Bank (Europe)
Luxembourg
$575K +$60.4K +675 +12%
SDAM
1123
Shulman DeMeo Asset Management
New York
$574K -$2.24K -25 -0.4%
OAJ
1124
Ogorek Anthony Joseph
New York
$574K +$21.5K +240 +4%
OFO
1125
OneAscent Family Office
Alabama
$572K +$280K +3,132 +105%
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