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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2901
OneAscent Wealth Management
Alabama
$200K -$44.5K -825 -18%
VCM
2902
Versant Capital Management
Arizona
$200K +$2.16K +40 +1%
CA
2903
Centerpoint Advisors
Massachusetts
$197K – – –
SR
2904
Syntax Research
Florida
$195K +$196K +3,632 New
RBC
2905
Roble Belko & Company
Pennsylvania
$194K -$5.34K -99 -3%
SFFS
2906
Stonehage Fleming Financial Services
Jersey
$189K +$189K +3,510 New
VSQM
2907
V-Square Quantitative Management
Illinois
$187K +$174K +3,225 +1,231%
MIA
2908
Milestone Investment Advisors
Wisconsin
$187K +$188K +3,485 New
PP
2909
PrairieView Partners
Minnesota
$186K -$6.74K -125 -3%
HF
2910
Halpern Financial
Virginia
$183K +$27.5K +509 +18%
SA
2911
SRH Advisors
Kansas
$183K – – –
CCA
2912
Column Capital Advisors
Indiana
$177K – – –
MFA
2913
McClarren Financial Advisors
Pennsylvania
$176K -$1.89K -35 -1%
AWA
2914
Authentikos Wealth Advisory
California
$176K +$176K +3,266 New
TFM
2915
TFC Financial Management
Massachusetts
$175K +$486 +9 +0.3%
CFD
2916
Creative Financial Designs
Indiana
$173K +$5.72K +106 +3%
HB
2917
Horizon Bancorp
Indiana
$171K +$95.9K +1,778 +126%
SOS
2918
Silver Oak Securities
Tennessee
$169K -$99.4K -1,842 -37%
WWP
2919
WR Wealth Planners
Missouri
$165K -$1.83K -34 -1%
TSWM
2920
Tyler-Stone Wealth Management
Ohio
$163K +$108 +2 +0.1%
CPG
2921
Cornerstone Planning Group
New Jersey
$159K -$11.1K -206 -7%
GWMI
2922
Guardian Wealth Management (Illinois)
Illinois
$158K +$486 +9 +0.3%
DF
2923
Dunhill Financial
United Kingdom
$158K -$37.1K -688 -19%
CP
2924
Castleview Partners
Texas
$157K -$43.8K -811 -22%
TCM
2925
Tradewinds Capital Management
Washington
$157K – – –
115 116
117
118 119