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Name Holding Trade Value Shares
Change 		Change in
Stake
I
1751
INVST
Indiana
$410K -$27.4K -281 -7%
5L
1752
55I LLC
Massachusetts
$410K +$80.1K +821 +23%
MC
1753
Machina Capital
France
$409K -$96.2K -986 -18%
IWA
1754
Intercontinental Wealth Advisors
Texas
$408K +$2.93K +30 +0.7%
SOS
1755
Silver Oak Securities
Tennessee
$408K +$26.4K +270 +7%
SFG
1756
Sather Financial Group
Texas
$408K +$35.3K +362 +9%
GTCM
1757
Gyon Technologies Capital Management
New Jersey
$408K +$190K +1,949 +80%
CC
1758
Cannell & Co
New York
$407K -$78.1K -800 -15%
CG
1759
Cynosure Group
Utah
$407K +$429K +4,396 New
OFS
1760
OneAscent Financial Services
Alabama
$404K +$72.1K +739 +20%
KIG
1761
Kowal Investment Group
Wisconsin
$403K +$177K +1,810 +71%
OWM
1762
OneAscent Wealth Management
Alabama
$402K -$44.2K -453 -9%
FMP
1763
Financial Management Professionals
Texas
$400K +$33.3K +341 +9%
ISWM
1764
Independent Solutions Wealth Management
New York
$398K +$60.6K +621 +17%
TIA
1765
Tiemann Investment Advisors
California
$397K -$15.6K -160 -4%
QCIG
1766
Quad-Cities Investment Group
Iowa
$397K +$14.2K +146 +4%
VCM
1767
Virtue Capital Management
Tennessee
$396K -$378K -3,874 -48%
CL
1768
Choreo LLC
Illinois
$394K -$39.3K -403 -9%
SFM
1769
Signet Financial Management
New Jersey
$393K -$11.5K -118 -3%
NF
1770
Norwood Financial
Pennsylvania
$393K – – –
WG
1771
Welch Group
Alabama
$392K -$32.7K -335 -7%
ATWA
1772
Arbor Trust Wealth Advisors
Michigan
$390K +$5.76K +59 +1%
CCMG
1773
Clark Capital Management Group
Pennsylvania
$389K -$46.9K -481 -10%
RWP
1774
Revolve Wealth Partners
New Jersey
$389K -$13K -133 -3%
FPAS
1775
Focus Partners Advisor Solutions
Missouri
$389K +$23.5K +241 +6%
69 70
71
72 73