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Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
2676
One Wealth Management Investment & Advisory Services
Florida
$612K +$27.6K +81 +5%
APW
2677
Acima Private Wealth
Virginia
$611K – – –
SRC
2678
Sage Rhino Capital
California
$611K +$6.48K +19 +1%
NCM
2679
Noesis Capital Mangement
Florida
$611K – – –
I
2680
InceptionR
California
$610K +$604K +1,772 New
AIA
2681
Allied Investment Advisors
Montana
$609K -$23.2K -68 -4%
MCA
2682
MSH Capital Advisors
Arizona
$609K -$5.8K -17 -1%
RWMH
2683
Riverpoint Wealth Management Holdings
Illinois
$608K -$1.36K -4 -0.2%
MFWP
2684
Mosaic Family Wealth Partners
Missouri
$608K +$11.9K +35 +2%
PHAM
2685
Palisades Hudson Asset Management
Florida
$607K -$79.1K -232 -12%
OIM
2686
Oder Investment Management
California
$606K – – –
SWIM
2687
Smallwood Wealth Investment Management
New Jersey
$606K – – –
WA
2688
Wealthstream Advisors
New York
$605K -$9.89K -29 -2%
MPW
2689
Monterey Private Wealth
California
$604K +$21.5K +63 +4%
EAM
2690
Evanson Asset Management
California
$604K – – –
FG
2691
Foster Group
Iowa
$603K +$32.7K +96 +6%
FP
2692
Financial Perspectives
Minnesota
$602K +$341 +1 +0.1%
CFA
2693
Cahill Financial Advisors
Minnesota
$601K +$9.55K +28 +2%
MKW
2694
Mullaney, Keating & Wright
Connecticut
$601K +$596K +1,747 New
MWM
2695
Mattern Wealth Management
Kansas
$600K -$205K -600 -26%
BP
2696
Broadleaf Partners
Ohio
$600K – – –
KFA
2697
Kapstone Financial Advisors
Ohio
$599K – – –
WIA
2698
Wetzel Investment Advisors
Indiana
$599K -$24.2K -71 -4%
ACM
2699
Armbruster Capital Management
New York
$598K +$14.7K +43 +3%
VBWMG
2700
Von Berge Wealth Management Group
California
$597K +$341 +1 +0.1%
106 107
108
109 110