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Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1051
Hartford Financial Management
Connecticut
$579K – – –
CA
1052
Cambridge Advisors
Nebraska
$576K – – –
IIC
1053
Integrated Investment Consultants
Michigan
$570K +$79.1K +316 +19%
OFS
1054
OneAscent Financial Services
Alabama
$570K -$88.1K -352 -15%
AI
1055
Atom Investors
Texas
$570K +$51.3K +205 +12%
MA
1056
MKT Advisors
California
$568K – – –
HA
1057
Hamel Associates
New Jersey
$568K – – –
SB
1058
Strategic Blueprint
Georgia
$568K -$25.8K -103 -5%
PI
1059
Pettee Investors
Connecticut
$566K – – –
VFPI
1060
Vantage Financial Partners (Illinois)
Illinois
$565K +$93.8K +375 +24%
DAM
1061
Diamant Asset Management
Connecticut
$562K -$33K -132 -6%
IWA
1062
IVC Wealth Advisors
Pennsylvania
$560K +$33.5K +134 +7%
AWA
1063
Arkadios Wealth Advisors
Georgia
$560K +$26.8K +107 +6%
AWM
1064
AE Wealth Management
Kansas
$560K -$4.2M -16,782 -90%
BHCM
1065
Brevan Howard Capital Management
Jersey
$558K -$786K -3,141 -62%
WAP
1066
Wealthcare Advisory Partners
Pennsylvania
$558K +$34.3K +137 +8%
WWM
1067
Western Wealth Management
Colorado
$556K -$435K -1,737 -48%
SIC
1068
Schwartz Investment Counsel
Michigan
$551K – – –
BWP
1069
Baldwin Wealth Partners
Massachusetts
$548K -$240K -960 -34%
TWA
1070
TCI Wealth Advisors
Arizona
$547K +$5K +20 +1%
ACM
1071
Advisors Capital Management
New Jersey
$543K -$1.43M -5,724 -75%
RFA
1072
Register Financial Advisors
Georgia
$541K -$111K -443 -19%
SGCA
1073
Steel Grove Capital Advisors
Tennessee
$539K +$7.5K +30 +2%
1SB
1074
1ST Source Bank
Indiana
$538K – – –
CCG
1075
Chatham Capital Group
Georgia
$533K -$170K -680 -27%
41 42
43
44 45