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Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
3076
Abacus Wealth Partners
California
$340K -$123K -802 -25%
SFG
3077
Sather Financial Group
Texas
$339K +$5.2K +34 +1%
OCM
3078
Objective Capital Management
Ohio
$338K -$9.03K -59 -2%
SPWG
3079
Syntegra Private Wealth Group
Missouri
$338K +$139K +909 +64%
OFO
3080
OneAscent Family Office
Alabama
$338K +$357K +2,331 New
RW
3081
Rede Wealth
Virginia
$338K +$32.5K +212 +10%
VWM
3082
Vermillion Wealth Management
Minnesota
$337K +$356K +2,329 New
SIM
3083
SSI Investment Management
California
$337K -$459 -3 -0.1%
ST
3084
Sageworth Trust
Pennsylvania
$336K -$268K -1,753 -43%
RCWM
3085
Royal Capital Wealth Management
Indiana
$336K -$2.6K -17 -0.7%
IWA
3086
IVC Wealth Advisors
Pennsylvania
$336K +$44.8K +293 +14%
SJL
3087
Shayne & Jacobs LLC
Tennessee
$335K – – –
IP
3088
Isthmus Partners
Wisconsin
$335K – – –
HI
3089
Hoey Investments
Pennsylvania
$335K -$411K -2,686 -54%
SCA
3090
Sandy Cove Advisors
Massachusetts
$335K +$5.97K +39 +2%
CPC
3091
Cookson Peirce & Co
Pennsylvania
$334K +$15.5K +101 +5%
APWM
3092
Anchor Pointe Wealth Management
Missouri
$334K +$357K +2,335 New
SLA
3093
Silver Lake Advisory
Utah
$334K -$17K -111 -5%
FSBI
3094
Fearless Solutions (Best Invest)
Texas
$334K +$353K +2,305 New
CA
3095
Claris Advisors
Missouri
$334K +$56.9K +372 +19%
LSA
3096
L & S Advisors
California
$333K -$13.6K -89 -4%
CA
3097
Crane Advisory
California
$333K – – –
IAP
3098
Indie Asset Partners
Indiana
$333K -$9.95K -65 -3%
WA
3099
WESPAC Advisors
California
$332K +$765 +5 +0.2%
GWA
3100
GGM Wealth Advisors
Maryland
$332K +$111K +728 +47%
122 123
124
125 126