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Name Holding Trade Value Shares
Change 		Change in
Stake
BP
4501
BWM Planning
Texas
$338K +$97.2K +159 +36%
WA
4502
Waterford Advisors
New York
$337K +$611 +1 +0.2%
OFO
4503
OneAscent Family Office
Alabama
$336K +$365K +597 New
CWAF
4504
Core Wealth Advisors (Florida)
Florida
$336K +$107K +175 +41%
SPP
4505
Single Point Partners
Massachusetts
$336K +$25.1K +41 +7%
MQWP
4506
Morey & Quinn Wealth Partners
Nebraska
$336K -$15.9K -26 -4%
AFS
4507
Axiom Financial Strategies
Indiana
$336K -$7.34K -12 -2%
BIM
4508
Bullseye Investment Management
Ohio
$335K -$58.1K -95 -14%
OIC
4509
Orion Investment Company
Missouri
$335K – – –
AWM
4510
Athena Wealth Management
Nevada
$335K -$171K -279 -32%
TSS
4511
Two Sigma Securities
New York
$335K +$363K +594 New
SSWM
4512
Sheets Smith Wealth Management
North Carolina
$334K +$9.78K +16 +3%
CH
4513
CDKV Holdings
Colorado
$334K -$30.6K -50 -8%
MFP
4514
Meramec Financial Planners
Missouri
$334K +$1.22K +2 +0.4%
WAM
4515
Walker Asset Management
Missouri
$333K +$53.2K +87 +17%
DI
4516
DDFG Inc
California
$333K -$4.89K -8 -1%
IP
4517
Investment Partners
Ohio
$333K +$9.78K +16 +3%
FWP
4518
Fiduciary Wealth Partners
Massachusetts
$332K +$18.3K +30 +5%
NC
4519
NovaPoint Capital
Georgia
$331K +$360K +588 New
OFP
4520
OLIO Financial Planning
Virginia
$331K -$31.2K -51 -8%
EWM
4521
Echo Wealth Management
Minnesota
$331K +$1.22K +2 +0.3%
UFPG
4522
United Financial Planning Group
New York
$331K +$22.6K +37 +7%
PDM
4523
Penn Davis McFarland
Texas
$331K – – –
SIA
4524
Serenity Investment Advisors
Illinois
$330K -$11K -18 -3%
MSG
4525
Main Street Group
Virginia
$330K -$14.7K -24 -4%
179 180
181
182 183