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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
2501
Nicholson Wealth Management Group
South Carolina
$633K +$387K +700 +164%
WA
2502
WESPAC Advisors
California
$632K – – –
OWM
2503
OneAscent Wealth Management
Alabama
$628K +$91.2K +165 +17%
TWM
2504
TCFG Wealth Management
California
$627K -$11.1K -20 -2%
BAM
2505
Blueshift Asset Management
New Jersey
$627K +$197K +357 +47%
SFWA
2506
Summit Financial Wealth Advisors
Louisiana
$626K +$132K +238 +27%
WCWM
2507
Willow Creek Wealth Management
California
$622K +$11.6K +21 +2%
FM
2508
Foster & Motley
Ohio
$622K +$66.9K +121 +12%
EFG
2509
Embree Financial Group
Illinois
$621K +$6.08K +11 +1%
RMAM
2510
Raab & Moskowitz Asset Management
New Jersey
$620K -$4.98K -9 -0.8%
SMH
2511
Sanders Morris Harris
Texas
$620K -$1.99M -3,593 -77%
SWRP
2512
Summit Wealth & Retirement Planning
California
$619K +$609K +1,102 New
RCA
2513
Ranch Capital Advisors
Florida
$618K -$11.1K -20 -2%
PA
2514
Prism Advisors
California
$618K – – –
SAM
2515
Sompo Asset Management
Japan
$618K – – –
OTPPB
2516
Ontario Teachers' Pension Plan Board
Ontario, Canada
$618K +$608K +1,100 New
SBWIC
2517
Schaper Benz & Wise Investment Counsel
Wisconsin
$617K -$45.9K -83 -7%
TA
2518
TruWealth Advisors
Louisiana
$617K -$16.6K -30 -3%
BWAM
2519
Boyd Watterson Asset Management
Ohio
$616K +$14.4K +26 +2%
CF
2520
Convergence Financial
Missouri
$613K +$12.2K +22 +2%
RP
2521
Riverwater Partners
Wisconsin
$611K +$44.8K +81 +8%
AWA
2522
Amplius Wealth Advisors
Pennsylvania
$611K -$206K -372 -25%
BBNB
2523
Baker Boyer National Bank
Washington
$610K – – –
FFM
2524
Flagstone Financial Management
Nebraska
$610K – – –
HVIA
2525
Hudson Valley Investment Advisors
New York
$609K – – –
99 100
101
102 103