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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1526
OneAscent Financial Services
Alabama
$371K -$113K -1,198 -23%
SW
1527
SteelPeak Wealth
California
$370K -$2.65M -28,025 -88%
BB
1528
Berkshire Bank
Massachusetts
$369K +$6.24K +66 +2%
BFO
1529
Biltmore Family Office
North Carolina
$368K – – –
UWP
1530
Uniting Wealth Partners
Kansas
$368K +$31.5K +333 +9%
KFS
1531
Kelly Financial Services
Massachusetts
$368K – – –
MAM
1532
MMA Asset Management
Pennsylvania
$367K +$367K +3,877 New
SWM
1533
Silverlake Wealth Management
Vermont
$367K +$1.23K +13 +0.3%
FA
1534
Fortis Advisors
Pennsylvania
$367K – – –
RIM
1535
Reliant Investment Management
Tennessee
$367K – – –
VST
1536
Van Strum & Towne
California
$366K – – –
MHIC
1537
Marble Harbor Investment Counsel
Massachusetts
$366K – – –
WRPWM
1538
Werba Rubin Papier Wealth Management
California
$365K -$12.3K -130 -3%
BWA
1539
BlueChip Wealth Advisors
Georgia
$365K -$41.9K -443 -10%
CTA
1540
Chesley Taft & Associates
Illinois
$364K -$1.94M -20,471 -84%
4A
1541
4Wealth Advisors
Illinois
$363K +$44.7K +473 +14%
WPP
1542
Whalerock Point Partners
Rhode Island
$363K +$95.5K +1,010 +36%
CPA
1543
Capital Planning Advisors
California
$362K – – –
WDG
1544
Wealth Dimensions Group
Ohio
$362K +$378 +4 +0.1%
SFP
1545
Shepherd Financial Partners
Massachusetts
$360K -$228K -2,410 -39%
OC
1546
Oakworth Capital
Alabama
$360K +$4.63K +49 +1%
BW
1547
BIP Wealth
Georgia
$360K +$16.5K +174 +5%
JJBC
1548
James J. Burns & Company
New York
$360K -$67.5K -714 -16%
HCM
1549
Hodges Capital Management
Texas
$358K -$42.5K -450 -11%
ANC
1550
Ames National Corp
Iowa
$358K – – –
60 61
62
63 64