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Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
2451
Twin Lakes Capital Management
California
$421K – – –
AAMC
2452
Asset Allocation & Management Company
Illinois
$420K – – –
CCA
2453
Cadent Capital Advisors
Oklahoma
$419K -$9.09K -55 -2%
GF
2454
Gries Financial
Ohio
$419K +$8.43K +51 +2%
GC
2455
Gibson Capital
Pennsylvania
$419K +$22K +133 +5%
OFS
2456
OneAscent Financial Services
Alabama
$418K +$477K +2,887 New
NLP
2457
Next Level Private
New York
$417K -$375K -2,269 -44%
CWM
2458
Chemistry Wealth Management
New York
$417K – – –
SIS
2459
Sound Income Strategies
Florida
$417K +$65.3K +395 +16%
C
2460
Covestor
United Kingdom
$416K -$68.1K -412 -13%
FWA
2461
FSM Wealth Advisors
Ohio
$416K +$449K +2,715 New
CIAS
2462
CFS Investment Advisory Services
New Jersey
$416K +$475K +2,873 New
NPPM
2463
North Point Portfolio Managers
Ohio
$415K +$40.3K +244 +9%
AC
2464
ASB Consultores
Florida
$414K -$34.5K -209 -7%
TCWM
2465
Total Clarity Wealth Management
Illinois
$413K -$100K -606 -18%
KAM
2466
Knightsbridge Asset Management
California
$413K +$253K +1,528 +115%
NIMI
2467
Natixis Investment Managers International
France
$412K +$77.7K +470 +20%
DI
2468
Disciplined Investments
Oklahoma
$411K +$210K +1,269 +81%
SWA
2469
Sax Wealth Advisors
New Jersey
$409K +$496 +3 +0.1%
AWM
2470
Aprio Wealth Management
Georgia
$409K +$162K +978 +53%
TCM
2471
Teza Capital Management
Illinois
$408K +$465K +2,816 New
ICP
2472
Interchange Capital Partners
Pennsylvania
$407K +$57.2K +346 +14%
OL
2473
Optas LLC
Texas
$406K -$253K -1,530 -35%
HWA
2474
HHM Wealth Advisors
Tennessee
$406K -$98.7K -597 -18%
PO
2475
Private Ocean
California
$406K -$3.14K -19 -0.7%
97 98
99
100 101