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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
676
Executive Wealth Management
Michigan
$648K +$67.4K +5,557 +13%
CWC
677
Carolinas Wealth Consulting
North Carolina
$647K +$15.3K +1,260 +3%
MOS
678
MGO One Seven
Ohio
$646K -$329K -27,117 -36%
BAM
679
BOS Asset Management
Illinois
$646K +$14.7K +1,211 +3%
RWA
680
Redmont Wealth Advisors
Illinois
$644K +$1.93K +159 +0.3%
SCA
681
Sassicaia Capital Advisers
New York
$643K +$587K +48,400 New
OFS
682
OneAscent Financial Services
Alabama
$640K -$22.4K -1,852 -4%
QPWM
683
Quadrant Private Wealth Management
Pennsylvania
$640K -$21.3K -1,756 -4%
RJT
684
Raymond James Trust
Florida
$636K -$66.1K -5,450 -10%
HSA
685
HBK Sorce Advisory
Pennsylvania
$636K +$38.7K +3,192 +7%
OAM
686
Occidental Asset Management
California
$633K -$4.55K -375 -0.8%
CWA
687
Centennial Wealth Advisory
Michigan
$629K +$15.3K +1,265 +3%
WCM
688
Weaver Capital Management
Georgia
$629K +$84K +6,927 +17%
VHAM
689
Van Hulzen Asset Management
California
$628K +$7.82K +645 +1%
HWM
690
HB Wealth Management
Georgia
$627K +$205K +16,933 +56%
AA
691
Advisory Alpha
Michigan
$626K -$38.2K -3,154 -6%
KWM
692
Kaydan Wealth Management
Michigan
$625K -$4.25K -351 -0.7%
TFGT
693
TS Financial Group (TSFG)
Illinois
$623K -$10.5K -870 -2%
SIG
694
Stonegate Investment Group
Alabama
$622K -$1.76K -145 -0.3%
GC
695
Gilbert & Cook
Iowa
$618K -$1.6K -132 -0.3%
NI
696
NCP Inc
California
$612K +$559K +46,076 New
KIG
697
Kennedy Investment Group
New Jersey
$611K +$22.7K +1,875 +4%
RSWM
698
Robertson Stephens Wealth Management
California
$609K +$1.48K +122 +0.3%
CGH
699
CMG Global Holdings
Texas
$605K +$5.79K +478 +1%
DPIM
700
Duff & Phelps Investment Management
Illinois
$602K +$22.5K +1,855 +4%
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