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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
2251
OneAscent Financial Services
Alabama
$327K +$345K +4,040 New
COCM
2252
Charter Oak Capital Management
New Hampshire
$327K -$2.13K -25 -0.6%
PCA
2253
Prosperity Capital Advisors
Ohio
$327K +$8.28K +97 +2%
SM
2254
Sensible Money
Arizona
$327K +$427 +5 +0.1%
C
2255
CEDRUS
Colorado
$326K -$26.8K -314 -7%
HC
2256
Hoese & Co
Minnesota
$326K – – –
PAS
2257
Professional Advisory Services
Florida
$325K – – –
IP
2258
Ignite Planners
California
$325K -$29K -340 -8%
SCA
2259
St. Clair Advisors
Ohio
$324K -$23.7K -277 -6%
EPA
2260
Element Pointe Advisors
Florida
$324K -$5.29K -62 -2%
HIIFS
2261
Harel Insurance Investments & Financial Services
Israel
$324K -$70.8K -829 -17%
CWM
2262
Curi Wealth Management
North Carolina
$324K -$153K -1,794 -31%
MAM
2263
Marotta Asset Management
Virginia
$323K +$5.38K +63 +2%
FCA
2264
FinTrust Capital Advisors
South Carolina
$323K -$50.6K -593 -13%
PPP
2265
Private Portfolio Partners
New Jersey
$323K +$38.4K +450 +13%
TCM
2266
Towercrest Capital Management
Pennsylvania
$322K +$3.42K +40 +1%
WE
2267
Wealth Effects
Massachusetts
$322K -$63.3K -741 -16%
SFG
2268
SNS Financial Group
Minnesota
$321K +$8.37K +98 +3%
JAFL
2269
Jay A. Fishman Ltd
Michigan
$320K -$105K -1,225 -24%
AIS
2270
AM Investment Strategies
Tennessee
$319K – – –
RWM
2271
RBA Wealth Management
California
$319K +$7.69K +90 +2%
EFG
2272
Ethos Financial Group
Pennsylvania
$319K +$336K +3,935 New
BWA
2273
Burt Wealth Advisors
Maryland
$318K -$57.4K -672 -15%
BCM
2274
BCK Capital Management
Connecticut
$318K – – –
HFRG
2275
Houlihan Financial Resource Group
Virginia
$318K +$334K +3,912 New
89 90
91
92 93