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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1626
One Capital Management
California
$346K – – –
BWS
1627
Broadway Wealth Solutions
Texas
$345K +$27.2K +275 +9%
HBS
1628
Howard Bailey Securities
Indiana
$343K +$342K +3,452 New
PWMAG
1629
Pinnacle Wealth Management Advisory Group
New Jersey
$342K -$462K -4,667 -58%
VW
1630
Vantus Wealth
Pennsylvania
$341K +$340K +3,437 New
CQWA
1631
Chokshi & Queen Wealth Advisors
California
$340K -$15.8K -160 -4%
EWP
1632
Elevation Wealth Partners
California
$340K +$335K +3,383 +8,251%
WFA
1633
Wellspring Financial Advisors
Ohio
$340K -$346K -3,493 -51%
HCM
1634
Hillman Capital Management
Maryland
$339K +$3.76K +38 +1%
EWM
1635
Empirical Wealth Management
Washington
$338K -$64.6K -652 -16%
HCM
1636
Hengehold Capital Management
Ohio
$336K -$7.72K -78 -2%
QWP
1637
Quotient Wealth Partners
Texas
$336K -$23.7K -239 -7%
DI
1638
Decision Investments
California
$335K +$99K +1,000 +42%
SEP
1639
Signature Equity Partners
Ohio
$334K +$312K +3,154 +1,467%
WAM
1640
Wolverine Asset Management
Illinois
$334K -$25.9K -262 -7%
CFO
1641
CVA Family Office
Colorado
$334K -$55.3K -559 -14%
TH
1642
TCTC Holdings
Texas
$333K +$792 +8 +0.2%
CSP
1643
Cary Street Partners
Virginia
$333K +$87.3K +882 +36%
ACG
1644
Allen Capital Group
Nebraska
$333K -$48.9K -494 -13%
FPW
1645
Flywheel Private Wealth
California
$332K +$331K +3,340 New
NRC
1646
New Republic Capital
North Carolina
$330K +$60.8K +614 +23%
FM
1647
Family Management
New York
$330K -$3.88M -39,215 -92%
FSA
1648
Fort Sheridan Advisors
Illinois
$330K +$329K +3,320 New
RCS
1649
R2 Capital Strategies
Nebraska
$329K +$328K +3,309 New
CWA
1650
CM Wealth Advisors
Ohio
$328K -$7.43K -75 -2%
64 65
66
67 68