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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1926
OneAscent Financial Services
Alabama
$580K +$554K +6,026 New
RW
1927
RVW Wealth
California
$579K -$146K -1,582 -21%
PSF
1928
Pacific Sun Financial
California
$579K -$21.2K -230 -4%
PWM
1929
Prentice Wealth Management
New York
$579K +$26.6K +289 +5%
AAS
1930
Annex Advisory Services
Wisconsin
$579K -$36.5K -397 -6%
CAM
1931
Cozad Asset Management
Illinois
$579K +$10.1K +110 +2%
GDP
1932
Great Diamond Partners
Maine
$578K -$366K -3,979 -40%
VC
1933
Vicus Capital
Pennsylvania
$577K -$127K -1,382 -19%
CVA
1934
Central Valley Advisors
California
$577K -$33K -359 -6%
IIC
1935
Integrated Investment Consultants
Michigan
$576K +$5.32M +57,768 +1,046%
CBT
1936
Central Bank & Trust
Kentucky
$574K -$17.3K -188 -3%
CF
1937
Convergence Financial
Missouri
$574K -$111K -1,202 -17%
MCG
1938
McCollum Christoferson Group
New York
$573K -$4.72M -51,301 -90%
OFS
1939
OMC Financial Services
New York
$572K – – –
RWP
1940
Revolve Wealth Partners
New Jersey
$572K +$92.3K +1,003 +20%
CCM
1941
CAAS Capital Management
New York
$572K +$547K +5,943 New
CH
1942
Cromwell Holdings
Wyoming
$571K +$25.5K +277 +5%
SSA
1943
Sierra Summit Advisors
Nevada
$571K +$73.9K +803 +16%
LSPW
1944
Lake Street Private Wealth
Illinois
$571K -$145K -1,579 -21%
SMA
1945
Sage Mountain Advisors
Georgia
$570K -$184 -2 -0%
LA
1946
Lifeworks Advisors
Michigan
$567K +$43.3K +471 +9%
GWAG
1947
Garrett Wealth Advisory Group
Texas
$563K +$256K +2,786 +91%
FBB
1948
Fulton Breakefield Broenniman
Maryland
$563K -$30.4K -330 -5%
RIG
1949
RiverFront Investment Group
Virginia
$563K +$6.35K +69 +1%
AIM
1950
Athena Investment Management
California
$561K +$8.46K +92 +2%
76 77
78
79 80