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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
3776
OneAscent Wealth Management
Alabama
$207K -$23.4K -60 -10%
BWM
3777
Bosman Wealth Management
California
$207K +$220K +564 New
TWG
3778
The Wealth Group
Minnesota
$206K – – –
SC
3779
Schoolcraft Capital
Colorado
$206K +$219K +562 New
CCM
3780
Conway Capital Management
California
$206K – – –
BWM
3781
Bulltick Wealth Management
Florida
$206K +$219K +561 New
HPC
3782
Hobart Private Capital
North Carolina
$203K +$13.6K +35 +7%
HC
3783
Headland Capital
South Carolina
$203K -$13.3K -34 -6%
MSWM
3784
Mowery & Schoenfeld Wealth Management
Illinois
$203K +$7.01K +18 +3%
MC
3785
McCarthy & Cox
Ohio
$202K -$30.4K -78 -12%
CG
3786
Cynosure Group
Utah
$202K -$5.07K -13 -2%
HB
3787
Horizon Bancorp
Indiana
$202K -$16K -41 -7%
JEST
3788
JTC Employer Solutions Trustee
Jersey
$202K – – –
FFWM
3789
Future Financial Wealth Management
Ohio
$202K – – –
WA
3790
WESPAC Advisors
California
$201K +$390 +1 +0.2%
BC
3791
Brio Consultants
California
$201K +$214K +548 New
RIS
3792
Richmond Investment Services
Wisconsin
$201K – – –
IW
3793
Instrumental Wealth
Florida
$200K -$14.4K -37 -6%
TF
3794
Threadgill Financial
Texas
$200K -$3.9K -10 -2%
PWMG
3795
Pinnacle Wealth Management Group
Michigan
$200K -$79.9K -205 -27%
OIS
3796
OneAscent Investment Solutions
Alabama
$200K +$213K +546 New
BCM
3797
Blume Capital Management
California
$198K +$5.07K +13 +2%
SIM
3798
Synergy Investment Management
Florida
$193K -$12.1K -31 -6%
PHK
3799
Point72 Hong Kong
Hong Kong
$191K +$203K +522 New
QL
3800
Quarry LP
New York
$190K +$165K +423 +441%
150 151
152
153 154