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Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1801
Forum Financial Management
Illinois
$283K – – –
BWM
1802
BigSur Wealth Management
Florida
$283K -$109K -215 -28%
BWS
1803
Broadway Wealth Solutions
Texas
$283K +$6.08K +12 +2%
NB
1804
NBH Bank
Colorado
$283K +$276K +545 New
IAS
1805
Integrity Advisory Solutions
Texas
$282K +$276K +544 New
SC
1806
Sepio Capital
Utah
$282K +$2.53K +5 +0.9%
AFWM
1807
Arta Finance Wealth Management
California
$282K +$43.1K +85 +19%
OIS
1808
OneAscent Investment Solutions
Alabama
$282K +$276K +544 New
EWS
1809
Evergreen Wealth Solutions
Pennsylvania
$282K +$298K +589 New
ASG
1810
Ariston Services Group
California
$282K +$275K +543 New
IWM
1811
Integris Wealth Management
California
$282K +$275K +543 New
EA
1812
Emerald Advisors
Washington
$281K -$162K -319 -37%
DA
1813
Dillon & Associates
Michigan
$281K +$15.2K +30 +6%
CG
1814
Curat Global
New Hampshire
$281K +$590K +1,165 +206%
IA
1815
Integrity Alliance
Iowa
$280K -$4.05K -8 -1%
PNFS
1816
PW Nova Financial Services
Pennsylvania
$279K -$172K -339 -39%
BFW
1817
Brady Family Wealth
Missouri
$279K -$2.03K -4 -0.7%
SDWIA
1818
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$279K -$11.1K -22 -4%
LWM
1819
LeConte Wealth Management
Tennessee
$279K +$26.3K +52 +11%
CFD
1820
Creative Financial Designs
Indiana
$277K +$132K +260 +95%
TC
1821
TownSquare Capital
Utah
$276K +$56.2K +111 +26%
1M
1822
1248 Management
Missouri
$276K – – –
CIC
1823
Crawford Investment Counsel
Georgia
$276K +$26.8K +53 +11%
MWM
1824
Maltin Wealth Management
New Jersey
$275K – – –
WP
1825
Westmount Partners
California
$275K +$15.2K +30 +6%
71 72
73
74 75