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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
701
OneAscent Financial Services
Alabama
$261K +$268K +10,512 New
AWM
702
Adams Wealth Management
Utah
$261K +$271K +10,651 New
CI
703
CacheTech Inc
Utah
$261K +$271K +10,651 New
AWM
704
Arista Wealth Management
Nevada
$259K +$270K +10,600 New
GF
705
Gabelli Funds
New York
$257K
APG
706
Abacus Planning Group
South Carolina
$257K +$17.9K +701 +7%
EH
707
Equitable Holdings
New York
$254K -$178 -7 -0.1%
SFS
708
Sowell Financial Services
Arkansas
$253K -$520K -20,403 -66%
PL
709
Perpetual Ltd
Australia
$252K +$262K +10,284 New
JWCA
710
J.W. Coons Advisors
Ohio
$251K -$127 -5 -0%
AAIS
711
ABN AMRO Investment Solutions
$250K
VT
712
Volterra Technologies
New York
$249K +$259K +10,161 New
IFG
713
Independent Financial Group
California
$248K +$62.4K +2,447 +32%
PFA
714
Pure Financial Advisors
California
$248K +$27.6K +1,085 +12%
BCWM
715
Bartlett & Co Wealth Management
Ohio
$247K -$37.5K -1,473 -13%
HSA
716
HBK Sorce Advisory
Pennsylvania
$246K -$19K -744 -7%
WF
717
Welch & Forbes
Massachusetts
$245K -$38.2K -1,500 -13%
FAB
718
First American Bank
Illinois
$243K -$952K -37,358 -79%
PA
719
Pinnacle Associates
New York
$243K -$25.1K -984 -9%
AWM
720
Angeles Wealth Management
California
$242K -$7.21K -283 -3%
OL
721
Optas LLC
Texas
$241K +$251K +9,864 New
OC
722
Oakworth Capital
Alabama
$241K
CA
723
Calton & Associates
Florida
$240K +$250K +9,824 New
CAS
724
Coppell Advisory Solutions
Texas
$240K +$23.9K +938 +11%
PEAK6
725
PEAK6
Illinois
$240K +$250K +9,804 New