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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3651
Skyline Advisors
Washington
$981K -$18.2K -180 -2%
HWM
3652
HRC Wealth Management
Idaho
$981K +$134K +1,327 +20%
CC
3653
Copperleaf Capital
North Carolina
$979K +$83K +821 +12%
OPTFSNA
3654
Old Point Trust & Financial Services N A
Virginia
$976K -$91K -900 -10%
BI
3655
Ballast Inc
Kentucky
$975K +$125K +1,240 +19%
BC
3656
Bridgefront Capital
Texas
$971K -$116K -1,143 -13%
KS
3657
Karpas Strategies
Connecticut
$970K – – –
AA
3658
ACT Advisors
North Carolina
$969K +$150K +1,482 +23%
AWAU
3659
Alliance Wealth Advisors (Utah)
Utah
$965K +$97.5K +964 +14%
WDL
3660
Well Done LLC
Michigan
$963K +$561K +5,549 +247%
OWM
3661
OneAscent Wealth Management
Alabama
$960K -$7.89K -78 -1%
LOPW
3662
Live Oak Private Wealth
North Carolina
$960K +$20.2K +200 +3%
SFG
3663
Sather Financial Group
Texas
$957K +$202K +2,000 +35%
PSF
3664
Pacific Sun Financial
California
$957K +$76.1K +753 +11%
CWA
3665
CJM Wealth Advisers
Virginia
$956K -$127K -1,252 -14%
IFA
3666
Index Fund Advisors
California
$955K +$92.7K +917 +13%
OPWM
3667
Oxinas Partners Wealth Management
Indiana
$952K +$81.8K +809 +12%
CWM
3668
Campbell Wealth Management
Virginia
$952K +$9.1K +90 +1%
STA
3669
Smith Thornton Advisors
Alabama
$951K +$778K +7,698 New
HCM
3670
Hall Capital Management
Rhode Island
$944K +$503K +4,973 +186%
WA
3671
WealthTrust Axiom
Pennsylvania
$944K +$142K +1,401 +22%
FSCM
3672
Front Street Capital Management
Montana
$942K +$22.7K +225 +3%
SHWM
3673
Smith & Howard Wealth Management
Georgia
$941K – – –
SWM
3674
Sanctuary Wealth Management
Idaho
$941K +$83.5K +826 +12%
GCA
3675
Greenwood Capital Associates
South Carolina
$940K +$35.9K +355 +5%
145 146
147
148 149