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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2376
Ruedi Wealth Management
Illinois
$690K +$322 +1 +0%
AFG
2377
AFS Financial Group
Maryland
$690K -$57.6K -179 -7%
OCG
2378
Opus Capital Group
Ohio
$689K -$53.7K -167 -7%
FAM
2379
Family Asset Management
South Carolina
$689K – – –
HCP
2380
Hexagon Capital Partners
Arkansas
$688K -$117K -365 -14%
CAC
2381
Core Alternative Capital
Georgia
$688K -$98.7K -307 -12%
SIS
2382
Sound Income Strategies
Florida
$687K +$28.9K +90 +4%
PIA
2383
Powell Investment Advisors
Florida
$687K – – –
DFA
2384
Delta Financial Advisors
Louisiana
$685K – – –
WQ
2385
Wealth Quarterback
New Jersey
$685K -$27.7K -86 -4%
WAG
2386
Wallace Advisory Group
California
$684K +$31.5K +98 +5%
HI
2387
Humankind Investments
New York
$684K -$90.7K -282 -11%
RK
2388
Rather & Kittrell
Tennessee
$683K -$6.75K -21 -0.9%
AIA
2389
Arbor Investment Advisors
North Carolina
$683K – – –
OFS
2390
OneAscent Financial Services
Alabama
$683K +$727K +2,260 New
MA
2391
MBA Advisors
Pennsylvania
$683K – – –
1IA
2392
1620 Investment Advisors
Massachusetts
$683K +$2.25K +7 +0.3%
BFWA
2393
Benchmark Financial Wealth Advisors
Florida
$682K +$4.18K +13 +0.6%
CFO
2394
Callan Family Office
Pennsylvania
$682K -$326K -1,014 -31%
ESBC
2395
E.S. Barr & Co
Kentucky
$681K -$16.1K -50 -2%
TWA
2396
Talisman Wealth Advisors
New Jersey
$680K -$322 -1 -0%
AFG
2397
Atomi Financial Group
New York
$680K +$246K +765 +51%
HR
2398
Howe & Rusling
New York
$680K -$124K -387 -15%
HFS
2399
Horizon Financial Services
North Carolina
$680K – – –
MFG
2400
Mainsail Financial Group
Washington
$677K -$105K -325 -13%
94 95
96
97 98