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Name Holding Trade Value Shares
Change 		Change in
Stake
KW
3701
Keyvantage Wealth
Pennsylvania
$247K +$260K +636 New
FFG
3702
First Financial Group
North Carolina
$247K +$260K +636 New
HIS
3703
Horizon Investment Services
Indiana
$247K +$259K +635 New
NC
3704
NBW Capital
Massachusetts
$246K -$91.9K -225 -26%
AW
3705
Atlas Wealth
Ohio
$246K +$30.6K +75 +13%
EWM
3706
Edge Wealth Management
New York
$246K – – –
MC
3707
McCarthy & Cox
Ohio
$246K -$6.54K -16 -2%
BA
3708
Ballew Advisors
Mississippi
$245K -$5.31K -13 -2%
NFP
3709
Narus Financial Partners
Utah
$245K – – –
ACM
3710
Ascent Capital Management
Oregon
$244K +$257K +628 New
IPW
3711
IronBridge Private Wealth
Texas
$244K +$817 +2 +0.3%
OWM
3712
OneAscent Wealth Management
Alabama
$244K -$66.2K -162 -21%
HJGA
3713
Hardman Johnston Global Advisors
Connecticut
$243K – – –
HP
3714
Highlander Partners
Texas
$243K – – –
RSWA
3715
Robinson Smith Wealth Advisors
Maine
$243K – – –
ASG
3716
Ariston Services Group
California
$243K – – –
KWA
3717
Kellett Wealth Advisors
Ohio
$242K -$27K -66 -10%
LWMT
3718
Legacy Wealth Management (Tennessee)
Tennessee
$240K -$1.63K -4 -0.6%
AWM
3719
Abound Wealth Management
Tennessee
$240K +$23.7K +58 +10%
ELM
3720
Elite Life Management
Florida
$240K +$2.04K +5 +0.8%
DC
3721
Dahring Cusmano
Michigan
$239K +$251K +615 New
AWM
3722
Avaii Wealth Management
Wisconsin
$239K +$251K +615 New
SP
3723
Symmetry Partners
Connecticut
$239K +$42.5K +104 +20%
PFS
3724
Prospect Financial Services
New York
$239K -$15.9K -39 -6%
EFA
3725
Edge Financial Advisors
Illinois
$238K +$42.1K +103 +20%
147 148
149
150 151