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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2776
One Wealth Advisors
California
$304K +$939 +3 +0.4%
SFGM
2777
Stonebridge Financial Group (Missouri)
Missouri
$304K +$19.1K +61 +8%
SAFS
2778
S&A Financial Services
Kansas
$303K +$313 +1 +0.1%
SPWM
2779
Smith Partners Wealth Management
North Carolina
$303K – – –
WAS
2780
Wealth Advisory Solutions
Indiana
$303K +$11.6K +37 +5%
TC
2781
Trust Company
Kansas
$303K -$378K -1,208 -60%
B
2782
Bayban
Minnesota
$302K +$5.32K +17 +2%
GMFG
2783
Greater Midwest Financial Group
Minnesota
$301K +$313 +1 +0.1%
CWM
2784
Centric Wealth Management
Illinois
$301K – – –
GWM
2785
Greenhouse Wealth Management
Connecticut
$301K – – –
TAM
2786
Titleist Asset Management
Texas
$301K -$26.6K -85 -10%
WMWM
2787
Wilkins Miller Wealth Management
Alabama
$300K – – –
KCAM
2788
Kagan Cocozza Asset Management
New Jersey
$300K – – –
CPW
2789
Crestmont Private Wealth
Texas
$300K -$11.6K -37 -4%
SFG
2790
Seamount Financial Group
Colorado
$300K – – –
GCM
2791
Gunpowder Capital Management
Maryland
$299K -$1.25K -4 -0.5%
IPW
2792
Impact Partnership Wealth
Georgia
$298K +$10.6K +34 +4%
VBA
2793
von Borstel & Associates
Oregon
$298K – – –
TWM
2794
Tanager Wealth Management
United Kingdom
$297K +$249K +796 New
SMWM
2795
Silvia McColl Wealth Management
California
$297K – – –
KWM
2796
KFG Wealth Management
Indiana
$297K -$1.88K -6 -0.8%
MWA
2797
Madson Wealth Advisors
California
$297K +$8.77K +28 +4%
OIS
2798
OneAscent Investment Solutions
Alabama
$296K +$248K +793 New
AFO
2799
Arrowroot Family Office
California
$295K +$247K +790 New
CCAL
2800
City Center Advisors LLC
Michigan
$294K +$4.38K +14 +2%
110 111
112
113 114