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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
701
OneAscent Wealth Management
Alabama
$919K +$814K +44,239 New
MOS
702
MGO One Seven
Ohio
$916K +$473K +25,714 +140%
GF
703
Gabelli Funds
New York
$914K – – –
FAIM
704
Financial Advocates Investment Management
Washington
$910K -$1.54M -83,632 -71%
FFWM
705
Future Financial Wealth Management
Ohio
$904K -$249K -13,504 -25%
FWM
706
Finer Wealth Management
Massachusetts
$897K +$795K +43,198 New
CIC
707
Carnegie Investment Counsel
Ohio
$896K +$120K +6,542 +18%
SIG
708
Stonegate Investment Group
Alabama
$896K +$794K +43,119 New
WA
709
Winfield Associates
Ohio
$895K +$793K +43,100 New
BCP
710
Blue Chip Partners
Michigan
$892K +$24.6K +1,334 +3%
KA
711
Kintegral Advisory
New York
$888K – – –
WWM
712
Wolff Wiese Magana
California
$888K +$52.7K +2,863 +7%
GVAG
713
Great Valley Advisor Group
Delaware
$887K +$323K +17,547 +67%
CG
714
Caprock Group
Idaho
$884K -$74.9K -4,072 -9%
CAM
715
Carret Asset Management
New York
$881K -$18.4K -999 -2%
AHB
716
Abner Herrman & Brock
New Jersey
$881K +$781K +42,425 New
LWAC
717
Laurel Wealth Advisors (California)
California
$880K +$411K +22,333 +111%
SIC
718
Sigma Investment Counselors
Michigan
$879K -$54.5K -2,964 -7%
GCAC
719
Guardian Capital Advisors (Canada)
Ontario, Canada
$876K +$29.4K +1,600 +5%
PPW
720
Pinnacle Private Wealth
Massachusetts
$870K +$771K +41,875 New
DI
721
Diligent Investors
California
$865K -$97K -5,269 -11%
DPIM
722
Duff & Phelps Investment Management
Illinois
$864K +$5.82K +316 +0.8%
NFC
723
Northeast Financial Consultants
Connecticut
$863K +$10.7K +581 +1%
PA
724
Planning Alternatives
Michigan
$860K -$3.68K -200 -0.5%
TMAM
725
Tokio Marine Asset Management
Japan
$858K -$214K -11,623 -22%
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