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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1351
OneAscent Financial Services
Alabama
$655K +$121K +3,350 +23%
WEG
1352
World Equity Group
Illinois
$655K -$686 -19 -0.1%
WCM
1353
Winthrop Capital Management
Indiana
$654K +$9.67K +268 +2%
CIAS
1354
Capital Investment Advisory Services
North Carolina
$654K +$107K +2,964 +20%
BOS
1355
Bank of Stockton
California
$653K -$106K -2,943 -14%
HC
1356
Hurley Capital
New York
$649K -$110K -3,050 -15%
FWM
1357
Forza Wealth Management
Florida
$649K
DE
1358
Diversified Enterprises
Delaware
$642K +$100K +2,780 +19%
BFA
1359
Beaumont Financial Advisors
Massachusetts
$642K -$9.92K -275 -2%
EI
1360
Ellevest Inc
New York
$641K -$119K -3,296 -16%
MCM
1361
Mengis Capital Management
Oregon
$638K -$42.1K -1,167 -6%
AWA
1362
Aaron Wealth Advisors
Illinois
$638K -$136K -3,772 -18%
SMA
1363
Seven Mile Advisory
New Jersey
$636K +$722 +20 +0.1%
KNW
1364
Kesler Norman & Wride
Utah
$636K -$87.6K -2,429 -12%
JWA
1365
JFS Wealth Advisors
Pennsylvania
$634K -$33.8K -937 -5%
SC
1366
Solstein Capital
California
$633K
ZIC
1367
ZWJ Investment Counsel
Georgia
$632K -$281K -7,787 -31%
IIA
1368
Integral Investment Advisors
California
$632K +$618K +17,128 New
BAM
1369
Belpointe Asset Management
Nevada
$630K -$19.1K -528 -3%
TNBTD
1370
Trustmark National Bank Trust Department
Mississippi
$628K +$146K +4,050 +31%
AR
1371
Apeiron RIA
Texas
$628K +$1.3K +36 +0.2%
WHCI
1372
W.H. Cornerstone Investments
Massachusetts
$622K -$291K -8,069 -32%
DC
1373
Diametric Capital
Massachusetts
$620K +$607K +16,814 New
TBA
1374
Tower Bridge Advisors
Pennsylvania
$620K -$894K -24,774 -60%
BIA
1375
Beacon Investment Advisors
Maryland
$620K +$2.63K +73 +0.4%