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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1301
OneAscent Financial Services
Alabama
$475K +$11.9K +119 +3%
FFA
1302
First Foundation Advisors
California
$474K +$95.9K +961 +26%
BG
1303
Bahl & Gaynor
Ohio
$473K -$49.9K -500 -10%
SAI
1304
Systematic Alpha Investments
New Jersey
$472K – – –
AWP
1305
Abacus Wealth Partners
California
$471K -$95.6K -958 -17%
MTC
1306
McDaniel Terry & Co
Texas
$471K – – –
MCM
1307
McRae Capital Management
New Jersey
$471K – – –
PFSC
1308
Peoples Financial Services Corp
Pennsylvania
$470K -$49.9K -500 -10%
SFG
1309
Summit Financial Group
West Virginia
$469K – – –
CAM
1310
Close Asset Management
United Kingdom
$468K – – –
FFA
1311
Founders Financial Alliance
North Carolina
$468K +$75.5K +757 +20%
JC
1312
Jacobs & Co
California
$468K +$110K +1,100 +32%
MFA
1313
Mayflower Financial Advisors
Massachusetts
$467K +$1.9K +19 +0.4%
LAM
1314
Lingohr Asset Management
Germany
$467K +$369K +3,700 New
NPF
1315
Norris Perne & French
Michigan
$465K – – –
NIM
1316
Northeast Investment Management
Massachusetts
$464K -$4.99K -50 -1%
CAM
1317
Cozad Asset Management
Illinois
$464K – – –
GF
1318
Gries Financial
Ohio
$464K – – –
BHWM
1319
Bar Harbor Wealth Management
New Hampshire
$464K +$19.1K +191 +4%
BWP
1320
Baldwin Wealth Partners
Massachusetts
$463K – – –
EWS
1321
Evergreen Wealth Solutions
Pennsylvania
$463K +$181K +1,815 +67%
FAIM
1322
Financial Advocates Investment Management
Washington
$461K -$1.97M -19,732 -81%
PVH
1323
Psagot Value Holdings
Israel
$461K – – –
SWA
1324
Sutton Wealth Advisors
Florida
$455K -$2.1K -21 -0.5%
KA
1325
Kerrisdale Advisers
Florida
$454K +$443K +4,440 New
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