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Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
1001
OneAscent Investment Solutions
Alabama
$199K -$599 -52 -0.3%
CFG
1002
Cooper Financial Group
California
$198K +$57.3K +4,971 +43%
CAS
1003
Coppell Advisory Solutions
Texas
$198K +$24K +2,081 +15%
HA
1004
Helium Advisors
Washington
$198K -$11.3K -983 -6%
FLPIM
1005
F.L. Putnam Investment Management
Massachusetts
$197K -$11.5K -1,000 -6%
MWC
1006
MKD Wealth Coaches
Michigan
$196K +$31.1K +2,700 +20%
GW
1007
Griffith & Werner
Georgia
$196K +$172K +14,900 New
NAM
1008
NorthCrest Asset Manangement
Minnesota
$195K +$2.4K +208 +1%
PW
1009
Potentia Wealth
California
$195K -$21.5K -1,862 -10%
ECM
1010
Eisler Capital Management
United Kingdom
$195K +$182K +15,828 +4,360%
CRC
1011
Curi RMB Capital
Illinois
$195K -$2.64K -229 -1%
RCI
1012
RS Crum Inc
California
$195K +$2.31K +200 +1%
UB
1013
UMB Bank
Missouri
$194K -$49.4K -4,283 -21%
AT
1014
American Trust
Kentucky
$194K +$57.1K +4,953 +44%
SFC
1015
Summit Financial Consulting
Michigan
$194K +$11K +955 +6%
AA
1016
Alta Advisers
United Kingdom
$193K +$23K +2,000 +14%
ARG
1017
Advisory Resource Group
Oklahoma
$192K -$10.5K -911 -5%
WAM
1018
Walker Asset Management
Missouri
$190K +$81 +7 +0%
FA
1019
FSA Advisors
Michigan
$190K -$2.96K -257 -2%
RL
1020
Rogco LP
Oklahoma
$189K – – –
BFG
1021
Berger Financial Group
Minnesota
$188K -$5.95K -516 -3%
MCA
1022
Millennium Capital Advisors
Arkansas
$188K +$35K +3,039 +24%
CD
1023
Chapin Davis
Maryland
$187K -$230K -20,000 -56%
MWM
1024
McMill Wealth Management
Nebraska
$185K – – –
IC
1025
Inscription Capital
Texas
$185K -$7.71K -669 -4%
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