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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2476
OneAscent Wealth Management
Alabama
$264K -$3.64K -76 -1%
CHAM
2477
Clear Harbor Asset Management
Connecticut
$264K +$1.77K +37 +0.6%
AL
2478
ACAS LLC
California
$263K -$306K -6,400 -52%
DA
2479
Dillon & Associates
Michigan
$263K – – –
VAS
2480
Valicenti Advisory Services
New York
$263K +$622 +13 +0.2%
MAWCM
2481
Mine & Arao Wealth Creation & Management
California
$263K +$47.9K +1,000 +19%
PS
2482
Planned Solutions
California
$262K +$24.7K +515 +9%
NRI
2483
NFP Retirement Inc
California
$262K -$144 -3 -0%
AA
2484
Advisory Alpha
Michigan
$261K -$25.8K -538 -8%
WAM
2485
WNY Asset Management
New York
$261K -$4.74K -99 -2%
OFS
2486
OneAscent Financial Services
Alabama
$260K +$291K +6,089 New
KWMG
2487
King Wealth Management Group
Florida
$259K +$50.4K +1,052 +21%
MPW
2488
MA Private Wealth
California
$258K -$69.4K -1,450 -19%
AMIM
2489
Aull & Monroe Investment Management
Alabama
$258K – – –
LGA
2490
Lebenthal Global Advisors
New York
$258K +$12.1K +252 +4%
MAA
2491
Mraz Amerine & Associates
California
$257K +$2.39K +50 +0.8%
OCPWS
2492
One Charles Private Wealth Services
Massachusetts
$257K +$15.9K +333 +6%
DA
2493
Detalus Advisors
Missouri
$257K +$41.6K +868 +17%
CAM
2494
Cacti Asset Management
Georgia
$256K – – –
GWM
2495
Greenhouse Wealth Management
Connecticut
$256K +$1.92K +40 +0.7%
CIC
2496
Cutler Investment Counsel
Oregon
$255K -$1.68K -35 -0.6%
LIA
2497
LBMC Investment Advisors
Tennessee
$255K +$287 +6 +0.1%
PWAG
2498
Polaris Wealth Advisory Group
California
$254K -$116K -2,413 -29%
QTM
2499
qPULA Trading Management
New York
$254K +$285K +5,962 New
WWM
2500
Windsor Wealth Management
Indiana
$253K -$427K -8,914 -60%
98 99
100
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