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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1751
Cannell & Co
New York
$407K -$78.1K -800 -15%
CG
1752
Cynosure Group
Utah
$407K +$429K +4,396 New
OFS
1753
OneAscent Financial Services
Alabama
$404K +$72.1K +739 +20%
KIG
1754
Kowal Investment Group
Wisconsin
$403K +$177K +1,810 +71%
OWM
1755
OneAscent Wealth Management
Alabama
$402K -$44.2K -453 -9%
FMP
1756
Financial Management Professionals
Texas
$400K +$33.3K +341 +9%
ISWM
1757
Independent Solutions Wealth Management
New York
$398K +$60.6K +621 +17%
TIA
1758
Tiemann Investment Advisors
California
$397K -$15.6K -160 -4%
QCIG
1759
Quad-Cities Investment Group
Iowa
$397K +$14.2K +146 +4%
VCM
1760
Virtue Capital Management
Tennessee
$396K -$378K -3,874 -48%
CL
1761
Choreo LLC
Illinois
$394K -$39.3K -403 -9%
SFM
1762
Signet Financial Management
New Jersey
$393K -$11.5K -118 -3%
NF
1763
Norwood Financial
Pennsylvania
$393K – – –
WG
1764
Welch Group
Alabama
$392K -$32.7K -335 -7%
ATWA
1765
Arbor Trust Wealth Advisors
Michigan
$390K +$5.76K +59 +1%
CCMG
1766
Clark Capital Management Group
Pennsylvania
$389K -$46.9K -481 -10%
RWP
1767
Revolve Wealth Partners
New Jersey
$389K -$13K -133 -3%
FPAS
1768
Focus Partners Advisor Solutions
Missouri
$389K +$23.5K +241 +6%
MHIC
1769
Marble Harbor Investment Counsel
Massachusetts
$388K – – –
FPCG
1770
Forum Private Client Group
Indiana
$388K +$683 +7 +0.2%
LJAC
1771
L.J. Altfest & Co
New York
$388K +$28.4K +291 +7%
SWA
1772
Sutton Wealth Advisors
Florida
$387K -$1.46K -15 -0.4%
WA
1773
Wealth Architects
California
$387K -$26.4K -271 -6%
FNBSF
1774
First National Bank Sioux Falls
South Dakota
$385K – – –
APWM
1775
Atlas Private Wealth Management
New York
$385K +$683 +7 +0.2%
69 70
71
72 73