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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1126
OneAscent Financial Services
Alabama
$457K +$446K +1,716 New
GAM
1127
Garrison Asset Management
Arkansas
$456K – – –
BAM
1128
Berkshire Asset Management
Pennsylvania
$455K – – –
VA
1129
Valmark Advisers
Ohio
$452K -$26K -100 -6%
ICM
1130
IMS Capital Management
Oregon
$452K -$58K -223 -12%
VFPI
1131
Vantage Financial Partners (Illinois)
Illinois
$450K -$97.5K -375 -18%
MJRIC
1132
Mogy Joel R Investment Counsel
California
$450K – – –
BJL
1133
Brighton Jones LLC
Washington
$450K +$47.8K +184 +12%
MFA
1134
Mayflower Financial Advisors
Massachusetts
$448K -$11.7K -45 -3%
EGA
1135
E&G Advisors
Texas
$448K -$52K -200 -11%
OLVIG
1136
Oliver Lagore Vanvalin Investment Group
Michigan
$447K +$16.4K +63 +4%
PIM
1137
Profit Investment Management
Maryland
$446K – – –
RA
1138
RFG Advisory
Alabama
$446K -$36.1K -139 -8%
SPA
1139
Sherbrooke Park Advisers
New York
$445K +$437K +1,681 New
AWM
1140
Aberdeen Wealth Management
Illinois
$443K -$13K -50 -3%
CFS
1141
CRA Financial Services
New Jersey
$441K -$49.4K -190 -10%
RCM
1142
RB Capital Management
Nevada
$441K +$1.56K +6 +0.4%
RIA
1143
Realta Investment Advisors
Delaware
$439K -$312K -1,200 -40%
JIC
1144
Joel Isaacson & Co
New York
$439K – – –
AWE
1145
Avidian Wealth Enterprises
Texas
$436K -$18.7K -72 -4%
GA
1146
Geller Advisors
New York
$434K – – –
PWP
1147
Phillips Wealth Planners
Mississippi
$433K +$205K +788 +79%
TPW
1148
Transatlantique Private Wealth
New York
$431K +$5.2K +20 +1%
MGIA
1149
Moneta Group Investment Advisors
Missouri
$431K -$249K -958 -37%
PCM
1150
Pointe Capital Management
Michigan
$430K +$2.86K +11 +0.7%
44 45
46
47 48