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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2501
Concentric Wealth Management
California
$295K +$57 +1 +0%
IPAM
2502
Investment Partners Asset Management
New Jersey
$295K +$284K +5,003 New
BIA
2503
BHK Investment Advisors
Alabama
$295K -$360K -6,343 -56%
SC
2504
Shay Capital
New York
$295K +$284K +5,000 New
ZIG
2505
Zuckerman Investment Group
Illinois
$294K -$1.53K -27 -0.5%
GPI
2506
General Partner Inc
Pennsylvania
$294K – – –
PE
2507
Point72 Europe
United Kingdom
$293K +$283K +4,978 New
MAWA
2508
Moss Adams Wealth Advisors
Washington
$293K -$4.71K -83 -2%
KWM
2509
Keebeck Wealth Management
Illinois
$293K +$5.11K +90 +2%
OWM
2510
OneAscent Wealth Management
Alabama
$292K -$60.8K -1,071 -18%
CAS
2511
Coppell Advisory Solutions
Texas
$292K +$214K +3,768 +319%
BOCM
2512
Bontempo Ohly Capital Management
Maryland
$291K +$281K +4,941 New
JF
2513
Joule Financial
Kentucky
$291K +$21.8K +384 +8%
GJIA
2514
Glass Jacobson Investment Advisors
Maryland
$291K -$11.2K -197 -4%
SMG
2515
Smart Money Group
Texas
$291K +$49.8K +877 +22%
MCM
2516
McRae Capital Management
New Jersey
$290K +$55K +968 +24%
AMCA
2517
Arthur M. Cohen & Associates
Illinois
$290K -$6.08K -107 -2%
DWP
2518
Destiny Wealth Partners
Florida
$290K -$61.5K -1,083 -18%
IHWM
2519
Iron Horse Wealth Management
Iowa
$289K +$48.4K +852 +21%
TA
2520
TKG Advisors
Indiana
$289K -$111K -1,953 -28%
FSG
2521
Financial Strategies Group
Michigan
$288K – – –
RDFA
2522
Ritter Daniher Financial Advisory
Ohio
$288K -$11.4K -200 -4%
CFGSD
2523
Compass Financial Group (South Dakota)
South Dakota
$288K +$511 +9 +0.2%
MWM
2524
Merriman Wealth Management
Washington
$287K +$30.9K +544 +13%
AWA
2525
Acorn Wealth Advisors
Michigan
$287K -$10.6K -187 -4%
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