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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1501
OneAscent Financial Services
Alabama
$732K -$149K -502 -14%
PWMG
1502
Prestige Wealth Management Group
New Jersey
$728K +$22.6K +76 +3%
CAG
1503
Csenge Advisory Group
Florida
$728K +$211K +708 +31%
WOC
1504
West Oak Capital
California
$727K -$29.7K -100 -3%
BPM
1505
Bowling Portfolio Management
Ohio
$727K +$76.7K +258 +9%
KP
1506
Keel Point
Alabama
$726K +$8.92K +30 +1%
BCM
1507
Bienville Capital Management
New York
$726K +$403K +1,354 +82%
CC
1508
Cannell & Co
New York
$725K -$320K -1,075 -26%
LF
1509
Lee Financial
Texas
$725K -$181K -609 -17%
FCA
1510
FLC Capital Advisors
California
$725K +$902K +3,035 New
EHWM
1511
Eads & Heald Wealth Management
Georgia
$724K -$96.6K -325 -10%
FPCG
1512
Fort Pitt Capital Group
Pennsylvania
$721K +$149K +500 +20%
WTC
1513
WhitTier Trust Company
Nevada
$720K -$216K -725 -20%
EW
1514
Evoke Wealth
California
$719K -$438K -1,473 -33%
QCM
1515
Quest Capital Management
Texas
$718K +$55.3K +186 +7%
JMFC
1516
J.M. Forbes & Co
Massachusetts
$717K -$10.4K -35 -1%
BCM
1517
Breiter Capital Management
Florida
$716K -$15.2K -51 -2%
BBA
1518
BLB&B Advisors
Pennsylvania
$716K -$2.97K -10 -0.3%
TCM
1519
Tributary Capital Management
Nebraska
$713K -$29.7K -100 -3%
WBC
1520
West Branch Capital
Massachusetts
$713K -$3.87K -13 -0.4%
SMFS
1521
Squar Milner Financial Services
California
$708K +$181K +608 +26%
CB
1522
CNB Bank
Pennsylvania
$700K -$29.1K -98 -3%
PWM
1523
PRW Wealth Management
Massachusetts
$699K +$860K +2,894 New
MF
1524
Magnetar Financial
Illinois
$698K +$860K +2,891 New
FEM
1525
Fulcrum Equity Management
Texas
$696K +$857K +2,883 New
59 60
61
62 63