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Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1401
Basepoint Wealth
Iowa
$566K -$83.5K -1,093 -13%
AW
1402
Atlas Wealth
Ohio
$565K -$56.8K -743 -9%
LWL
1403
Leo Wealth LLC
Texas
$561K -$31.6K -414 -6%
OFS
1404
OneAscent Financial Services
Alabama
$561K +$32.5K +425 +6%
CCAL
1405
City Center Advisors LLC
Michigan
$560K +$537K +7,027 New
FG
1406
Fiduciary Group
Georgia
$560K -$25.4K -332 -5%
AF
1407
Advisornet Financial
Minnesota
$559K +$125K +1,642 +31%
LFG
1408
Larson Financial Group
Missouri
$558K +$41.5K +543 +8%
CA
1409
Commerzbank Aktiengesellschaft
Germany
$557K +$159K +2,086 +43%
WWS
1410
Wellington Wealth Strategies
Indiana
$556K +$533K +6,976 New
BP
1411
BBR Partners
New York
$553K +$530K +6,934 New
BSA
1412
Bull Street Advisors
Georgia
$553K – – –
MCC
1413
Money Concepts Capital
Florida
$553K +$36.7K +481 +7%
EWA
1414
Etesian Wealth Advisors
Oregon
$552K – – –
MW
1415
Marcum Wealth
Ohio
$550K -$7.71K -101 -1%
WP
1416
WMS Partners
Maryland
$550K +$15.2K +199 +3%
TFIPS
1417
Towarzystwo Funduszy Inwestycyjnych PZU SA
$550K -$55K -720 -9%
GA
1418
GFS Advisors
Texas
$548K – – –
SLG
1419
Stanley-Laman Group
Pennsylvania
$545K – – –
NG
1420
Norden Group
Utah
$545K +$50.4K +660 +11%
GM
1421
GeoWealth Management
Illinois
$543K +$161K +2,105 +45%
LSA
1422
Leonteq Securities AG
Switzerland
$543K -$2.25M -29,418 -81%
EM
1423
ELCO Management
New York
$543K – – –
CT
1424
Caldwell Trust
Florida
$541K -$51.1K -669 -9%
CFS
1425
CRA Financial Services
New Jersey
$541K -$7.79K -102 -1%
55 56
57
58 59