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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
2201
OneAscent Financial Services
Alabama
$312K -$130K -1,950 -31%
MW
2202
MBL Wealth
North Carolina
$311K -$3.34K -50 -1%
PBF
2203
Petix & Botte Financial
California
$311K – – –
JWM
2204
Jackson Wealth Management
Florida
$310K +$292K +4,370 New
PIAS
2205
PCA Investment Advisory Services
Ohio
$309K -$2.01K -30 -0.7%
WA
2206
WESPAC Advisors
California
$309K +$36.8K +550 +14%
PA
2207
PSI Advisors
Florida
$308K – – –
GSIS
2208
Global Strategic Investment Solutions
Arizona
$307K +$18.1K +270 +7%
NHT
2209
New Hampshire Trust
New Hampshire
$307K – – –
RMCM
2210
Reynders McVeigh Capital Management
Massachusetts
$307K +$13.4K +200 +5%
AWM
2211
Adams Wealth Management
Utah
$306K +$4.01K +60 +1%
CI
2212
CacheTech Inc
Utah
$306K +$4.01K +60 +1%
TWM
2213
TCFG Wealth Management
California
$306K +$289K +4,320 New
SAMT
2214
Select Asset Management & Trust
Pennsylvania
$303K -$11.4K -170 -4%
TCM
2215
Tang Capital Management
California
$303K – – –
XWM
2216
Xcel Wealth Management
Florida
$303K +$6.69K +100 +2%
KWS
2217
Keystone Wealth Services
California
$303K +$286K +4,270 New
4WM
2218
4J Wealth Management
Virginia
$302K – – –
GA
2219
Goldstein Advisors
Wisconsin
$302K +$1.34K +20 +0.5%
OAS
2220
Optivise Advisory Services
Tennessee
$302K +$53.5K +800 +23%
GJIA
2221
Glass Jacobson Investment Advisors
Maryland
$301K -$10K -150 -3%
BWA
2222
Blodgett Wealth Advisors
California
$301K +$284K +4,250 New
SFM
2223
Signet Financial Management
New Jersey
$299K -$48.8K -730 -15%
ACM
2224
Alpha Capital Management
Texas
$298K -$363K -5,430 -56%
BHWM
2225
Bar Harbor Wealth Management
New Hampshire
$298K – – –
87 88
89
90 91