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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2676
Cahaba Wealth Management
Georgia
$666K +$8.96K +27 +1%
SHFA
2677
SC&H Financial Advisors
Maryland
$666K +$657K +1,980 New
WA1
2678
Wimmer Associates 1
California
$665K +$8.3K +25 +1%
PHAM
2679
Palisades Hudson Asset Management
Florida
$664K -$16.6K -50 -2%
CMTU
2680
Capital Markets Trading (UK)
United Kingdom
$663K +$183K +552 +39%
GWM
2681
GSB Wealth Management
Connecticut
$663K +$655K +1,972 New
HC
2682
Hamilton Capital
Ohio
$660K +$322K +969 +97%
CBTWT
2683
Community Bank & Trust (Waco, Texas)
Texas
$659K +$45.5K +137 +8%
JE
2684
JMAC Enterprises
Pennsylvania
$658K +$981K +2,954 New
MF
2685
Montis Financial
Massachusetts
$657K +$274K +826 +73%
EWM
2686
EPG Wealth Management
Georgia
$654K -$12.9K -39 -2%
AWM
2687
Adams Wealth Management
Utah
$653K +$107K +323 +20%
WF
2688
Wayfinding Financial
Washington
$653K +$736K +2,218 New
NAS
2689
Nicolet Advisory Services
Wisconsin
$652K -$209K -630 -25%
ANBT
2690
American National Bank & Trust
Texas
$652K +$42.5K +128 +7%
IFA
2691
Index Fund Advisors
California
$652K +$644K +1,939 New
OFS
2692
OneAscent Financial Services
Alabama
$651K -$202K -608 -24%
MIP
2693
Marietta Investment Partners
Wisconsin
$651K -$1.66K -5 -0.3%
SC
2694
Sonen Capital
California
$651K +$642K +1,934 New
ME
2695
McIlrath & Eck
Washington
$649K +$16.9K +51 +3%
CCA
2696
Conservest Capital Advisors
Pennsylvania
$649K +$120K +360 +23%
TAIM
2697
TD Ameritrade Investment Management
Nebraska
$646K +$268K +807 +73%
AT
2698
Arvest Trust
Oklahoma
$646K +$637K +1,920 New
KOC
2699
Koss-Olinger Consulting
Florida
$645K -$39.2K -118 -6%
GSEP
2700
Golden State Equity Partners
California
$644K -$51.5K -155 -7%
106 107
108
109 110