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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
3701
NBW Capital
Massachusetts
$246K -$91.9K -225 -26%
AW
3702
Atlas Wealth
Ohio
$246K +$30.6K +75 +13%
EWM
3703
Edge Wealth Management
New York
$246K – – –
MC
3704
McCarthy & Cox
Ohio
$246K -$6.54K -16 -2%
BA
3705
Ballew Advisors
Mississippi
$245K -$5.31K -13 -2%
NFP
3706
Narus Financial Partners
Utah
$245K – – –
ACM
3707
Ascent Capital Management
Oregon
$244K +$257K +628 New
IPW
3708
IronBridge Private Wealth
Texas
$244K +$817 +2 +0.3%
OWM
3709
OneAscent Wealth Management
Alabama
$244K -$66.2K -162 -21%
HJGA
3710
Hardman Johnston Global Advisors
Connecticut
$243K – – –
HP
3711
Highlander Partners
Texas
$243K – – –
RSWA
3712
Robinson Smith Wealth Advisors
Maine
$243K – – –
ASG
3713
Ariston Services Group
California
$243K – – –
KWA
3714
Kellett Wealth Advisors
Ohio
$242K -$27K -66 -10%
LWMT
3715
Legacy Wealth Management (Tennessee)
Tennessee
$240K -$1.63K -4 -0.6%
AWM
3716
Abound Wealth Management
Tennessee
$240K +$23.7K +58 +10%
ELM
3717
Elite Life Management
Florida
$240K +$2.04K +5 +0.8%
DC
3718
Dahring Cusmano
Michigan
$239K +$251K +615 New
AWM
3719
Avaii Wealth Management
Wisconsin
$239K +$251K +615 New
SP
3720
Symmetry Partners
Connecticut
$239K +$42.5K +104 +20%
PFS
3721
Prospect Financial Services
New York
$239K -$15.9K -39 -6%
EFA
3722
Edge Financial Advisors
Illinois
$238K +$42.1K +103 +20%
NWMG
3723
National Wealth Management Group
Ohio
$238K +$250K +612 New
NPFS
3724
Novak & Powell Financial Services
Florida
$238K – – –
RC
3725
Rovin Capital
Arizona
$238K +$250K +612 New
147 148
149
150 151