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Name Holding Trade Value Shares
Change 		Change in
Stake
ST
4826
Sageworth Trust
Pennsylvania
$1.45M -$426K -1,000 -23%
TLA
4827
Tanglewood Legacy Advisors
Texas
$1.45M -$20.9K -49 -1%
OWM
4828
OneAscent Wealth Management
Alabama
$1.44M -$391K -918 -21%
O3W
4829
Omni 360 Wealth
New Jersey
$1.44M -$894K -2,099 -38%
JCFM
4830
JBR Co Financial Management
Oklahoma
$1.44M +$106K +248 +8%
BRWM
4831
Blue Rock Wealth Management
North Carolina
$1.44M +$1.45M +3,414 New
TCM
4832
Tang Capital Management
California
$1.44M +$495K +1,163 +52%
CA
4833
Cresta Advisors
Texas
$1.44M – – –
AWA
4834
AmeriServ Wealth Advisors
Pennsylvania
$1.43M +$1.45M +3,404 New
DC
4835
Defender Capital
North Carolina
$1.43M -$2.56K -6 -0.2%
CCA
4836
Coign Capital Advisors
Utah
$1.43M +$1.45M +3,393 New
DM
4837
Diker Management
New York
$1.43M – – –
BC
4838
Brio Consultants
California
$1.43M +$199K +468 +16%
DMBA
4839
Deseret Mutual Benefit Administrators
Utah
$1.43M +$56.7K +133 +4%
YWM
4840
Yoder Wealth Management
California
$1.42M +$220K +517 +18%
XPN
4841
XY Planning Network
Montana
$1.42M +$1.44M +3,375 New
FPW
4842
Flywheel Private Wealth
California
$1.42M +$1.43M +3,365 New
VWWMG
4843
Vermillion & White Wealth Management Group
Pennsylvania
$1.42M -$4.26K -10 -0.3%
FNWA
4844
Financial Network Wealth Advisors
Utah
$1.41M -$461K -1,083 -24%
OFO
4845
OneAscent Family Office
Alabama
$1.41M +$1.43M +3,350 New
SIC
4846
Sage Investment Counsel
Tennessee
$1.41M +$1.43M +3,349 New
KA
4847
Kooman & Associates
Pennsylvania
$1.41M +$49.4K +116 +4%
FFWA
4848
Forthright Family Wealth Advisory
Texas
$1.41M -$15.8K -37 -1%
VW
4849
Veridan Wealth
Oregon
$1.4M +$1.46M +3,419 New
EWM
4850
Echo Wealth Management
Minnesota
$1.4M -$4.26K -10 -0.3%
192 193
194
195 196