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Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
3801
Snowwater Investment Partners
Connecticut
$2.95M +$2.95M +15,828 New
PWC
3802
Pathfinder Wealth Consulting
North Carolina
$2.94M +$2.93M +15,756 New
MTC
3803
McDaniel Terry & Co
Texas
$2.94M -$1.67M -8,991 -36%
BW
3804
Basepoint Wealth
Iowa
$2.93M +$74.3K +399 +3%
BIA
3805
Bell Investment Advisors
California
$2.93M +$294K +1,582 +11%
VAM
3806
Verity Asset Management
North Carolina
$2.92M -$34.8K -187 -1%
HHAM
3807
HITE Hedge Asset Management
Massachusetts
$2.92M -$1.55M -8,350 -35%
OIS
3808
OneAscent Investment Solutions
Alabama
$2.92M +$207K +1,112 +8%
BOC
3809
Barbara Oil Co
Illinois
$2.92M – – –
IF
3810
IRON Financial
Illinois
$2.91M -$10.2K -55 -0.4%
LC
3811
Lawood & Co
Pennsylvania
$2.91M +$2.9M +15,578 New
II
3812
Impact Investors
California
$2.9M -$1.15M -6,186 -28%
LIA
3813
LBMC Investment Advisors
Tennessee
$2.9M -$931 -5 -0%
TPW
3814
Transatlantique Private Wealth
New York
$2.9M +$537K +2,885 +23%
AWA
3815
Alaska Wealth Advisors
Alaska
$2.89M +$1.84M +9,905 +176%
CSI
3816
Cross Staff Investments
New York
$2.89M -$16.6K -89 -0.6%
PD
3817
Planning Directions
Pennsylvania
$2.89M -$19.4K -104 -0.7%
IDA
3818
Intelligence Driven Advisers
California
$2.89M -$609K -3,272 -17%
KRW
3819
Kaufman Rossin Wealth
Florida
$2.87M +$399K +2,142 +16%
HHAA
3820
Henry H. Armstrong Associates
Pennsylvania
$2.87M – – –
LCC
3821
Lincoln Capital Corp
Rhode Island
$2.87M +$1.37M +7,338 +91%
HC
3822
Headland Capital
South Carolina
$2.86M -$44.1K -237 -2%
HAG
3823
HF Advisory Group
Maryland
$2.86M -$14.7K -79 -0.5%
OFO
3824
OneAscent Family Office
Alabama
$2.86M +$973K +5,225 +52%
WAL
3825
W Advisors LLC
Tennessee
$2.86M +$27.5K +148 +1%
151 152
153
154 155