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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1101
OneAscent Financial Services
Alabama
$425K +$433K +4,815 New
LFA
1102
LGT Financial Advisors
Texas
$424K +$4.67K +52 +1%
BMA
1103
Brooks Moore & Associates
Tennessee
$423K – – –
PP
1104
PDS Planning
Ohio
$423K +$4.76K +53 +1%
FFA
1105
Founders Financial Alliance
North Carolina
$420K -$26.2K -291 -6%
MFG
1106
Monte Financial Group
Connecticut
$420K -$29.5K -328 -6%
EP
1107
Eudaimonia Partners
Tennessee
$420K -$14.1K -157 -3%
BC
1108
Bridgefront Capital
Texas
$420K +$427K +4,756 New
HIA
1109
HTG Investment Advisors
Connecticut
$420K +$21.5K +239 +5%
FNT
1110
First National Trust
Pennsylvania
$419K -$6.29K -70 -1%
CWG
1111
Cornerstone Wealth Group
North Carolina
$416K +$6.74K +75 +2%
AAS
1112
Annex Advisory Services
Wisconsin
$416K +$114K +1,269 +37%
WA
1113
Wealthstream Advisors
New York
$416K +$423K +4,710 New
BWM
1114
BNC Wealth Management
Oregon
$415K +$719 +8 +0.2%
AIM
1115
Allen Investment Management
New York
$415K – – –
BOPW
1116
Brandywine Oak Private Wealth
Pennsylvania
$413K -$61.1K -680 -13%
VWA
1117
VERITY Wealth Advisors
United States
$413K – – –
FBA
1118
Front Barnett Associates
Illinois
$410K – – –
NAS
1119
Nicolet Advisory Services
Wisconsin
$410K +$11.1K +123 +3%
MGWM
1120
Marks Group Wealth Management
Minnesota
$409K +$73.9K +822 +22%
AP
1121
Appleton Partners
Massachusetts
$409K +$4.22K +47 +1%
CBFP
1122
Cedar Brook Financial Partners
Ohio
$408K -$20.5K -228 -5%
BCFD
1123
Boit C.F. David
$408K – – –
LCM
1124
Logan Capital Management
Pennsylvania
$408K +$169K +1,880 +69%
NG
1125
Northstar Group
New York
$406K – – –
43 44
45
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