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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1626
OneAscent Financial Services
Alabama
$593K +$276K +2,864 +82%
CIC
1627
Crawford Investment Counsel
Georgia
$593K +$47.7K +494 +8%
MWA
1628
Meridian Wealth Advisors
Texas
$593K -$82K -850 -12%
CA
1629
Crumly & Associates
Illinois
$592K -$32.4K -336 -5%
MCM
1630
Manchester Capital Management
Vermont
$589K +$402K +4,166 +193%
CCM
1631
Cribstone Capital Management
Maine
$589K +$9.17K +95 +2%
EL
1632
Essex LLC
Illinois
$586K -$14K -145 -2%
DG
1633
DMC Group
Alabama
$584K -$5.02K -52 -0.8%
PPP
1634
Private Portfolio Partners
New Jersey
$583K -$20.8K -216 -3%
ALAM
1635
Asahi Life Asset Management
Japan
$582K +$31.4K +325 +5%
QC
1636
Quent Capital
New York
$581K +$28.4K +294 +5%
CCWM
1637
Cassaday & Co Wealth Management
Virginia
$580K +$600K +6,221 New
ST
1638
Sabal Trust
Florida
$579K -$9.07K -94 -1%
WSFS
1639
Wilmington Savings Fund Society
Delaware
$577K -$1.93K -20 -0.3%
BFAG
1640
Blackston Financial Advisory Group
Florida
$577K +$6.56K +68 +1%
QPWM
1641
Quadrant Private Wealth Management
Pennsylvania
$574K +$595K +6,163 New
IP
1642
Ignite Planners
California
$574K +$52.9K +548 +9%
RMDI
1643
R.M. Davis Inc
Maine
$572K +$65.1K +675 +12%
TIMH
1644
Tilt Investment Management Holdings
New York
$571K +$591K +6,128 New
CW
1645
CreativeOne Wealth
Kansas
$569K -$78.5K -814 -12%
MAG
1646
MRA Advisory Group
New Jersey
$569K +$66.5K +689 +13%
PFSC
1647
Peoples Financial Services Corp
Pennsylvania
$567K -$56.1K -581 -9%
DFS
1648
Dixon Fnancial Services
California
$565K – – –
WFAG
1649
Wescott Financial Advisory Group
Pennsylvania
$564K +$264K +2,738 +82%
IA
1650
Insight Advisors
Pennsylvania
$563K -$4.25K -44 -0.7%
64 65
66
67 68