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Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
3651
OneAscent Investment Solutions
Alabama
$2.71M +$646K +3,705 +34%
IW
3652
Instrumental Wealth
Florida
$2.71M +$295K +1,691 +14%
MDA
3653
Minot DeBlois Advisors
Massachusetts
$2.71M +$18.3K +105 +0.7%
DA
3654
Dash Acquisitions
California
$2.7M +$143K +818 +7%
IFS
3655
Ifrah Financial Services
Arkansas
$2.7M -$21.8K -125 -0.9%
AF
3656
Affiance Financial
Minnesota
$2.7M +$22.8K +131 +0.9%
FFS
3657
Flavin Financial Services
Florida
$2.7M +$879K +5,040 +53%
GB
3658
Goepper Burkhardt
South Carolina
$2.69M +$77.9K +447 +3%
CS
3659
Capital Square
Tennessee
$2.69M -$23.5K -135 -0.9%
GCM
3660
Gibraltar Capital Management
Oklahoma
$2.68M -$6.05M -34,737 -71%
PRP
3661
Peak Retirement Planning
Ohio
$2.68M +$206K +1,181 +9%
FBC
3662
Fairfield, Bush & Co
Connecticut
$2.66M -$83.5K -479 -3%
NMCM
3663
Nicholson Meyer Capital Management
Missouri
$2.66M -$168K -963 -6%
FLFS
3664
Family Legacy Financial Solutions
North Carolina
$2.66M +$301K +1,728 +14%
DFC
3665
DBK Financial Counsel
Ohio
$2.66M +$71.6K +411 +3%
PWA
3666
Portus Wealth Advisors
North Carolina
$2.65M +$2.48M +14,228 New
CKAIS
3667
Christensen King & Associates Investment Services
Washington
$2.65M +$135K +774 +6%
GP
3668
Greenline Partners
New York
$2.65M – – –
SWP
3669
Summit Wealth Partners
Florida
$2.65M -$2.79K -16 -0.1%
FWP
3670
Fiduciary Wealth Partners
Massachusetts
$2.65M +$745K +4,272 +43%
EWA
3671
Encompass Wealth Advisors
Oregon
$2.65M +$59.6K +342 +2%
GC
3672
Gibson Capital
Pennsylvania
$2.65M +$165K +945 +7%
CWM
3673
Cedar Wealth Management
California
$2.64M -$52.3K -300 -2%
KGP
3674
Keystone Global Partners
Colorado
$2.64M +$174 +1 +0%
DP
3675
Denver PWM
Colorado
$2.64M – – –
145 146
147
148 149