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NTAP

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
626
Kathmere Capital Management
Pennsylvania
$275K +$4.71K +42 +2%
MCM
627
Morton Capital Management
California
$274K +$14.4K +128 +6%
VFA
628
Values First Advisors
Tennessee
$272K +$237K +2,110 New
NFP
629
Narus Financial Partners
Utah
$270K +$236K +2,100 New
FFM
630
Forum Financial Management
Illinois
$270K -$9.32K -83 -4%
OWM
631
OneAscent Wealth Management
Alabama
$269K +$234K +2,086 New
PCIA
632
Prime Capital Investment Advisors
Kansas
$268K +$233K +2,077 New
IC
633
Inscription Capital
Texas
$265K +$231K +2,058 New
WC
634
Waterloo Capital
Texas
$265K +$231K +2,056 New
WANY
635
Wealthspire Advisors (New York)
New York
$265K -$14.5K -129 -6%
PCA
636
Pallas Capital Advisors
Massachusetts
$262K +$233K +2,079 New
BCI
637
Brinker Capital Investments
Pennsylvania
$261K +$227K +2,026 New
OPS
638
Orion Portfolio Solutions
Nebraska
$261K +$227K +2,026 New
CFG
639
Cooper Financial Group
California
$260K +$227K +2,021 New
DMBA
640
Deseret Mutual Benefit Administrators
Utah
$260K -$8.98K -80 -4%
EAM
641
Erste Asset Management
Austria
$257K +$225K +2,000 New
FMLI
642
Fukoku Mutual Life Insurance
Japan
$255K -$82.3K -733 -27%
AFG
643
Atomi Financial Group
New York
$251K +$219K +1,951 New
USCWA
644
U.S. Capital Wealth Advisors
Texas
$250K -$10.9K -97 -5%
MAS
645
Meeder Advisory Services
Ohio
$250K +$218K +1,940 New
IWA
646
IBEX Wealth Advisors
New Jersey
$242K +$211K +1,877 New
FTWA
647
Fifth Third Wealth Advisors
Ohio
$236K +$206K +1,831 New
GM
648
GeoWealth Management
Illinois
$236K +$205K +1,830 New
CI
649
Conning Inc
Connecticut
$234K +$204K +1,816 New
PWPS
650
Pinnacle Wealth Planning Services
Ohio
$233K +$203K +1,808 New
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