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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
901
Aviso Financial
Ontario, Canada
$944K +$824K +3,150 New
OFS
902
OneAscent Financial Services
Alabama
$943K +$307K +1,172 +60%
AWM
903
Avior Wealth Management
Nebraska
$938K -$14.9K -57 -2%
OCBCO
904
Oversea-Chinese Banking Corp (OCBC)
Singapore
$938K +$84.5K +323 +12%
SF
905
Summit Financial
New Jersey
$936K +$813K +3,109 New
GFS
906
GYL Financial Synergies
Connecticut
$934K +$523 +2 +0.1%
FTWA
907
Fifth Third Wealth Advisors
Ohio
$928K +$560K +2,141 +224%
BIA
908
BHK Investment Advisors
Alabama
$922K -$11.8K -45 -1%
RCA
909
Roberts Capital Advisors
Colorado
$916K – – –
OWA
910
Octavia Wealth Advisors
Ohio
$913K +$260K +993 +49%
KWA
911
Kingswood Wealth Advisors
California
$910K +$242K +926 +44%
KJHP
912
K.J. Harrison & Partners
Ontario, Canada
$906K – – –
ZIC
913
ZWJ Investment Counsel
Georgia
$903K -$187K -714 -19%
PMSA
914
Patrick M. Sweeney & Associates
Illinois
$900K -$3.92K -15 -0.5%
CIA
915
Cladis Investment Advisory
Montana
$900K – – –
MCCA
916
Mill Creek Capital Advisors
Pennsylvania
$884K -$51K -195 -6%
MCCP
917
Mission Creek Capital Partners
California
$880K -$138K -526 -15%
FM
918
Foster & Motley
Ohio
$879K -$54.1K -207 -7%
PWA
919
Prairie Wealth Advisors
Nebraska
$877K – – –
JWCA
920
J.W. Cole Advisors
Florida
$877K -$67.5K -258 -8%
CIP
921
Convergence Investment Partners
Florida
$875K -$869K -3,321 -53%
SCA
922
St. Clair Advisors
Ohio
$872K – – –
TW
923
TritonPoint Wealth
Maryland
$865K -$444K -1,696 -37%
AWM
924
AE Wealth Management
Kansas
$864K +$248K +948 +49%
CFAM
925
Center For Asset Management
Florida
$862K +$35.1K +134 +5%
35 36
37
38 39