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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Accel Wealth Management
Iowa
$299K +$22.7K +407 +9%
OIS
902
OneAscent Investment Solutions
Alabama
$297K -$3.79K -68 -1%
QFA
903
Quantum Financial Advisors
California
$297K – – –
IAN
904
Integrated Advisors Network
Texas
$296K +$271K +4,862 New
KWM
905
Kingsview Wealth Management
Oregon
$296K +$11.7K +210 +5%
LFAS
906
Level Four Advisory Services
Texas
$295K -$7.14K -128 -3%
SFG
907
Sovereign Financial Group
Connecticut
$295K -$1.34K -24 -0.5%
MFIM
908
Mesirow Financial Investment Management
Illinois
$293K -$28.9K -519 -10%
NWWA
909
New Wave Wealth Advisors
Arkansas
$293K +$268K +4,799 New
LFG
910
Larson Financial Group
Missouri
$292K +$20.3K +364 +8%
EWM
911
Empirical Wealth Management
Washington
$292K -$23.2K -416 -8%
PA
912
PFG Advisors
Arizona
$291K +$23.7K +425 +10%
AMBIA
913
Allen Mooney & Barnes Investment Advisors
Georgia
$290K -$4.96K -89 -2%
WA
914
WealthTrust Axiom
Pennsylvania
$289K – – –
CCA
915
Childress Capital Advisors
Texas
$289K +$264K +4,734 New
BTWM
916
Baker Tilly Wealth Management
Wisconsin
$288K +$26.2K +470 +11%
WCA
917
Westover Capital Advisors
Delaware
$287K +$262K +4,700 New
BMCM
918
Bryn Mawr Capital Management
Pennsylvania
$286K +$261K +4,685 New
CAG
919
Crestwood Advisors Group
Massachusetts
$286K +$261K +4,684 New
PFM
920
Patton Fund Management
Texas
$285K – – –
SB
921
Sunflower Bank
Texas
$284K +$8.48K +152 +3%
WA
922
WP Advisors
California
$282K -$31.8K -571 -11%
OAM
923
Ostrum Asset Management
France
$281K -$7.97K -143 -3%
WC
924
Wynn Capital
Georgia
$280K – – –
WIM
925
WealthPlan Investment Management
Nebraska
$280K +$2.62K +47 +1%
35 36
37
38 39