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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1176
OneAscent Financial Services
Alabama
$420K -$113K -472 -23%
CAL
1177
Capital Advisors Ltd
Ohio
$420K +$70.1K +292 +22%
MWM
1178
Marietta Wealth Management
Georgia
$418K – – –
WAM
1179
WNY Asset Management
New York
$418K +$144K +601 +59%
RCG
1180
Regatta Capital Group
California
$418K +$388K +1,616 New
ISWM
1181
Independent Solutions Wealth Management
New York
$418K -$84K -350 -18%
IAN
1182
Integrated Advisors Network
Texas
$415K -$56.2K -234 -13%
AAP
1183
Arax Advisory Partners
Colorado
$415K +$6.96K +29 +2%
DTC
1184
Davidson Trust Company
Washington
$415K +$28.8K +120 +8%
ACI
1185
Alpha Cubed Investments
California
$415K +$385K +1,604 New
AWM
1186
Altavista Wealth Management
North Carolina
$414K – – –
RSWM
1187
Robertson Stephens Wealth Management
California
$414K +$384K +1,601 New
CA
1188
Clearstead Advisors
Ohio
$413K +$9.36K +39 +3%
BW
1189
Basepoint Wealth
Iowa
$412K +$382K +1,593 New
LWM
1190
Lyell Wealth Management
California
$407K – – –
CWMGP
1191
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$407K +$378K +1,575 New
CIC
1192
Crawford Investment Counsel
Georgia
$406K +$6.48K +27 +2%
CF
1193
Centaurus Financial
California
$405K -$13.7K -57 -4%
MWM
1194
Madison Wealth Management
Ohio
$401K – – –
WTC
1195
WhitTier Trust Company
Nevada
$401K – – –
OTL
1196
Oak Thistle LLC
New York
$401K +$372K +1,550 New
CFG
1197
Citizens Financial Group
Rhode Island
$400K – – –
CIA
1198
Capital Investment Advisors
Georgia
$398K +$240 +1 +0.1%
SSWM
1199
Sheets Smith Wealth Management
North Carolina
$398K +$48K +200 +15%
SG
1200
StoneX Group
New York
$397K -$28.8K -120 -7%
46 47
48
49 50