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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
3601
OneAscent Financial Services
Alabama
$1M -$952K -1,425 -48%
CCIA
3602
Cherry Creek Investment Advisors
Colorado
$1M +$1.34K +2 +0.1%
AFG
3603
Allegheny Financial Group
Pennsylvania
$1M +$4.67K +7 +0.5%
ALC
3604
Alexander Labrunerie & Co
Missouri
$1M – – –
CLA
3605
Carnegie Lake Advisors
New Jersey
$1M – – –
SC
3606
Saiph Capital
New Jersey
$996K +$106K +159 +12%
SFG
3607
Seamount Financial Group
Colorado
$995K +$5.34K +8 +0.5%
AWM
3608
Apex Wealth Management
New Hampshire
$995K -$46.7K -70 -4%
TSMHT
3609
Thurston Springer Miller Herd & Titak
Indiana
$995K +$835K +1,250 +486%
SDH
3610
Sloy Dahl & Holst
Washington
$994K -$16.7K -25 -2%
MWM
3611
Meadowbrook Wealth Management
New York
$994K -$337K -505 -25%
GFA
3612
Gallagher Fiduciary Advisors
Illinois
$994K +$67.4K +101 +7%
SAM
3613
Satovsky Asset Management
New York
$993K +$3.34K +5 +0.3%
BPFA
3614
Barnes Pettey Financial Advisors
Mississippi
$993K +$62.1K +93 +7%
PCWA
3615
Pacific Capital Wealth Advisors
California
$992K -$26.7K -40 -3%
VFP
3616
Vilga Financial Planning
New Jersey
$991K +$1M +1,502 New
GC
3617
Gruss & Co
Florida
$990K +$334K +500 +50%
GIP
3618
Greatmark Investment Partners
Georgia
$989K -$581K -870 -37%
BWP
3619
Bernardo Wealth Planning
Pennsylvania
$989K +$226K +338 +29%
NCM
3620
New Capital Management
Texas
$989K – – –
SFCL
3621
Strengthening Families & Communities LLC
Massachusetts
$989K +$54.1K +81 +6%
AZ
3622
Alpha Zero
Florida
$988K +$74.8K +112 +8%
BWM
3623
Brickley Wealth Management
California
$987K -$4.01K -6 -0.4%
PPA
3624
Pacific Point Advisors
California
$985K -$540K -808 -35%
NWA
3625
New World Advisors
Massachusetts
$985K -$424K -635 -30%
143 144
145
146 147