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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3551
Tanager Wealth Management
United Kingdom
$709K -$101K -1,400 -15%
OWM
3552
OneAscent Wealth Management
Alabama
$709K +$188K +2,590 +49%
OCG
3553
Opus Capital Group
Ohio
$708K -$25.4K -350 -4%
MCM
3554
Mengis Capital Management
Oregon
$707K -$20.3K -280 -3%
CICC
3555
Capital Investment Counsel (Colorado)
Colorado
$707K -$116K -1,600 -17%
IWA
3556
Inspirion Wealth Advisors
Illinois
$703K -$165K -2,280 -23%
SIA
3557
SeaBridge Investment Advisors
New Jersey
$698K – – –
VH
3558
Visionary Horizons
Tennessee
$697K -$2.9K -40 -0.5%
MFG
3559
Mosaic Financial Group
Illinois
$695K +$557K +7,690 New
OA
3560
Operose Advisors
Wisconsin
$694K -$67.4K -930 -11%
CIM
3561
Contravisory Investment Management
Massachusetts
$692K -$75.4K -1,040 -12%
BP
3562
BBR Partners
New York
$691K -$34.8K -480 -6%
CWM
3563
Campbell Wealth Management
Virginia
$689K +$18.1K +250 +3%
SHWM
3564
Smith & Howard Wealth Management
Georgia
$689K +$26.8K +370 +5%
FLI
3565
Family Legacy Inc
South Carolina
$689K +$100K +1,380 +22%
MFC
3566
Mechanics Financial Corp
Ohio
$689K +$552K +7,620 New
TA
3567
Townsend & Associates
Colorado
$688K -$13.8K -190 -2%
HWP
3568
Hibernia Wealth Partners
Louisiana
$687K -$7.25K -100 -1%
MAA
3569
Matrix Asset Advisors
New York
$687K – – –
MSA
3570
Marino Stram & Associates
Massachusetts
$686K -$72.5K -1,000 -12%
BAM
3571
Blueshift Asset Management
New Jersey
$685K -$1.45M -20,040 -73%
LOPW
3572
Live Oak Private Wealth
North Carolina
$684K – – –
WW
3573
Waterfront Wealth
Kansas
$683K +$14.5K +200 +3%
KNFPWM
3574
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$683K +$83.4K +1,150 +18%
SCG
3575
Sonata Capital Group
Washington
$682K +$236K +3,250 +76%
141 142
143
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