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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
3676
OneAscent Wealth Management
Alabama
$255K +$227K +2,173 New
MSWM
3677
Mowery & Schoenfeld Wealth Management
Illinois
$254K – – –
KLCM
3678
KG&L Capital Management
Louisiana
$254K +$226K +2,165 New
FB
3679
Finward Bancorp
Indiana
$254K +$226K +2,159 New
DWAM
3680
Duncan Williams Asset Management
Tennessee
$253K +$226K +2,157 New
DWA
3681
Dougherty Wealth Advisers
Minnesota
$253K – – –
TI
3682
tru Independence
Oregon
$253K +$225K +2,153 New
CC
3683
Constitution Capital
Connecticut
$253K +$225K +2,150 New
PWA
3684
Peterson Wealth Advisors
Utah
$252K +$225K +2,147 New
EIP
3685
Essential Investment Partners
Colorado
$252K – – –
FCM
3686
Firestone Capital Management
Florida
$251K +$224K +2,141 New
LSIA
3687
LaSalle St. Investment Advisors
Illinois
$251K +$224K +2,141 New
SA
3688
SJBenen ADVISORY
North Carolina
$251K +$233K +2,231 New
FFO
3689
Fortitude Family Office
Arizona
$250K +$15K +143 +7%
OA
3690
Operose Advisors
Wisconsin
$250K -$80.3K -768 -27%
CG
3691
Clarus Group
Texas
$249K +$222K +2,122 New
ACC
3692
Acorn Creek Capital
Colorado
$249K +$222K +2,120 New
GJIA
3693
Glass Jacobson Investment Advisors
Maryland
$249K +$209 +2 +0.1%
CC
3694
Cultivar Capital
Texas
$248K +$221K +2,115 New
HGA
3695
Hobbs Group Advisors
South Carolina
$248K +$221K +2,112 New
LFS
3696
Legacy Financial Strategies
Kansas
$248K +$221K +2,112 New
XSC
3697
X-Square Capital
Puerto Rico
$248K +$221K +2,115 New
PFM
3698
Peak Financial Management
Massachusetts
$247K +$220K +2,106 New
HAFS
3699
Hapanowicz & Associates Financial Services
Pennsylvania
$247K +$220K +2,106 New
HIF
3700
Hill Island Financial
Michigan
$247K +$220K +2,106 New
146 147
148
149 150