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Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1901
BOK Financial Private Wealth
Colorado
$439K +$39.9K +772 +11%
UMC
1902
United Maritime Capital
New York
$439K +$414K +8,000 New
OWM
1903
OneAscent Wealth Management
Alabama
$439K +$414K +8,010 New
CWM
1904
Cahaba Wealth Management
Georgia
$438K +$467K +9,040 New
SFG
1905
StrategIQ Financial Group
Indiana
$437K +$19.6K +380 +5%
TNA
1906
True North Advisors
Texas
$434K -$14.8K -286 -3%
ETC
1907
Exchange Traded Concepts
Oklahoma
$433K -$41.3K -799 -9%
GWM
1908
Gray Wealth Management
Maine
$433K +$13.3K +257 +3%
MMC
1909
Mizuho Markets Cayman
Cayman Islands
$433K +$408K +7,890 New
MOS
1910
MGO One Seven
Ohio
$432K -$17.9K -346 -4%
IFWM
1911
Institute for Wealth Management
Colorado
$432K +$19.4K +375 +5%
PWM
1912
Paulson Wealth Management
Illinois
$431K +$44.2K +855 +12%
MKA
1913
M. Kulyk & Associates
Georgia
$431K +$407K +7,868 New
DAM
1914
Doheny Asset Management
California
$430K – – –
OAM
1915
Oak Asset Management
California
$428K -$620 -12 -0.2%
ISB
1916
Iowa State Bank
Iowa
$428K – – –
MMG
1917
Monetary Management Group
Missouri
$427K -$1.05M -20,260 -72%
OCM
1918
Orleans Capital Management
Louisiana
$427K -$96.9K -1,875 -19%
WFG
1919
Wills Financial Group
Virginia
$427K -$92.3K -1,786 -19%
EM
1920
ELCO Management
New York
$427K -$63.6K -1,231 -14%
UAM
1921
UAS Asset Management
New York
$426K -$439K -8,500 -52%
CWC
1922
Carolinas Wealth Consulting
North Carolina
$426K +$17.9K +346 +5%
JAG
1923
Journey Advisory Group
Kentucky
$425K +$401K +7,750 New
AO
1924
Advisor OS
Illinois
$425K +$401K +7,758 New
AWM
1925
Absher Wealth Management
North Carolina
$424K -$61.1K -1,182 -13%
75 76
77
78 79