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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1526
Accurate Wealth Management
Florida
$925K +$76.2K +1,140 +10%
WPC
1527
Waters Parkerson & Co
Louisiana
$925K -$13.4K -200 -2%
ASBI
1528
American State Bank (Iowa)
Iowa
$923K -$13.4K -200 -2%
CWG
1529
Crown Wealth Group
North Carolina
$923K -$4.01K -60 -0.5%
CL
1530
CSS LLC
Illinois
$922K – – –
LA
1531
LM Advisors
California
$922K – – –
FAFN
1532
First Affirmative Financial Network
Colorado
$920K +$122K +1,820 +16%
WA
1533
Waddell & Associates
Tennessee
$915K -$12.7K -190 -1%
HIC
1534
Holderness Investments Company
North Carolina
$914K +$53.5K +800 +7%
LSPW
1535
Lake Street Private Wealth
Illinois
$912K -$1.17M -17,510 -58%
CP
1536
Covenant Partners
Tennessee
$911K +$10.7K +160 +1%
GAM
1537
Gemmer Asset Management
California
$909K +$14.7K +220 +2%
MCM
1538
McDonough Capital Management
Florida
$907K – – –
AG
1539
AlTi Global
New York
$904K -$223K -3,340 -21%
BFA
1540
Beacon Financial Advisory
Ohio
$904K -$60.2K -900 -7%
NWMG
1541
National Wealth Management Group
Ohio
$901K +$849K +12,700 New
FWI
1542
Facet Wealth Inc
Maryland
$892K -$217K -3,240 -22%
MAM
1543
Mainsail Asset Management
Alabama
$890K – – –
OM
1544
OV Management
Minnesota
$890K +$31.4K +470 +4%
FFA
1545
Fi3 Financial Advisors
Indiana
$889K +$205K +3,060 +32%
WDC
1546
Woodward Diversified Capital
California
$887K +$12K +180 +1%
SCA
1547
Sandy Cove Advisors
Massachusetts
$887K +$13.4K +200 +2%
FNT
1548
First National Trust
Pennsylvania
$884K -$105K -1,570 -11%
FCFC
1549
First Commonwealth Financial Corp
Pennsylvania
$884K +$12.7K +190 +2%
AIP
1550
Almanack Investment Partners
Pennsylvania
$882K – – –
60 61
62
63 64