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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3076
Sather Financial Group
Texas
$339K +$5.2K +34 +1%
OCM
3077
Objective Capital Management
Ohio
$338K -$9.03K -59 -2%
SPWG
3078
Syntegra Private Wealth Group
Missouri
$338K +$139K +909 +64%
OFO
3079
OneAscent Family Office
Alabama
$338K +$357K +2,331 New
RW
3080
Rede Wealth
Virginia
$338K +$32.5K +212 +10%
VWM
3081
Vermillion Wealth Management
Minnesota
$337K +$356K +2,329 New
SIM
3082
SSI Investment Management
California
$337K -$459 -3 -0.1%
ST
3083
Sageworth Trust
Pennsylvania
$336K -$268K -1,753 -43%
RCWM
3084
Royal Capital Wealth Management
Indiana
$336K -$2.6K -17 -0.7%
IWA
3085
IVC Wealth Advisors
Pennsylvania
$336K +$44.8K +293 +14%
SJL
3086
Shayne & Jacobs LLC
Tennessee
$335K – – –
IP
3087
Isthmus Partners
Wisconsin
$335K – – –
HI
3088
Hoey Investments
Pennsylvania
$335K -$411K -2,686 -54%
SCA
3089
Sandy Cove Advisors
Massachusetts
$335K +$5.97K +39 +2%
CPC
3090
Cookson Peirce & Co
Pennsylvania
$334K +$15.5K +101 +5%
APWM
3091
Anchor Pointe Wealth Management
Missouri
$334K +$357K +2,335 New
SLA
3092
Silver Lake Advisory
Utah
$334K -$17K -111 -5%
FSBI
3093
Fearless Solutions (Best Invest)
Texas
$334K +$353K +2,305 New
CA
3094
Claris Advisors
Missouri
$334K +$56.9K +372 +19%
LSA
3095
L & S Advisors
California
$333K -$13.6K -89 -4%
CA
3096
Crane Advisory
California
$333K – – –
IAP
3097
Indie Asset Partners
Indiana
$333K -$9.95K -65 -3%
WA
3098
WESPAC Advisors
California
$332K +$765 +5 +0.2%
GWA
3099
GGM Wealth Advisors
Maryland
$332K +$111K +728 +47%
KFS
3100
Kaizen Financial Strategies
California
$331K -$27.1K -177 -7%
122 123
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