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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
901
OneAscent Financial Services
Alabama
$943K +$307K +1,172 +60%
AWM
902
Avior Wealth Management
Nebraska
$938K -$14.9K -57 -2%
OCBCO
903
Oversea-Chinese Banking Corp (OCBC)
Singapore
$938K +$84.5K +323 +12%
SF
904
Summit Financial
New Jersey
$936K +$813K +3,109 New
GFS
905
GYL Financial Synergies
Connecticut
$934K +$523 +2 +0.1%
FTWA
906
Fifth Third Wealth Advisors
Ohio
$928K +$560K +2,141 +224%
BIA
907
BHK Investment Advisors
Alabama
$922K -$11.8K -45 -1%
RCA
908
Roberts Capital Advisors
Colorado
$916K – – –
OWA
909
Octavia Wealth Advisors
Ohio
$913K +$260K +993 +49%
KWA
910
Kingswood Wealth Advisors
California
$910K +$242K +926 +44%
KJHP
911
K.J. Harrison & Partners
Ontario, Canada
$906K – – –
ZIC
912
ZWJ Investment Counsel
Georgia
$903K -$187K -714 -19%
PMSA
913
Patrick M. Sweeney & Associates
Illinois
$900K -$3.92K -15 -0.5%
CIA
914
Cladis Investment Advisory
Montana
$900K – – –
MCCA
915
Mill Creek Capital Advisors
Pennsylvania
$884K -$51K -195 -6%
MCCP
916
Mission Creek Capital Partners
California
$880K -$138K -526 -15%
FM
917
Foster & Motley
Ohio
$879K -$54.1K -207 -7%
PWA
918
Prairie Wealth Advisors
Nebraska
$877K – – –
JWCA
919
J.W. Cole Advisors
Florida
$877K -$67.5K -258 -8%
CIP
920
Convergence Investment Partners
Florida
$875K -$869K -3,321 -53%
SCA
921
St. Clair Advisors
Ohio
$872K – – –
TW
922
TritonPoint Wealth
Maryland
$865K -$444K -1,696 -37%
AWM
923
AE Wealth Management
Kansas
$864K +$248K +948 +49%
CFAM
924
Center For Asset Management
Florida
$862K +$35.1K +134 +5%
WA
925
WESPAC Advisors
California
$859K -$441K -1,686 -37%
35 36
37
38 39