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Name Holding Trade Value Shares
Change 		Change in
Stake
OIS
4276
OneAscent Investment Solutions
Alabama
$2.12M -$1.1M -5,367 -34%
PD
4277
Planning Directions
Pennsylvania
$2.11M -$1.09M -5,279 -33%
WFS
4278
Widmann Financial Services
Maryland
$2.11M -$357K -1,735 -14%
DWM
4279
Denver Wealth Management
Colorado
$2.11M -$59.8K -291 -3%
MSG
4280
Main Street Group
Virginia
$2.11M -$149K -723 -6%
LCG
4281
Lakeshore Capital Group
Illinois
$2.1M +$837K +4,072 +63%
SMCM
4282
Sky-Mountain Capital Management
Idaho
$2.1M – – –
PC
4283
PCB Capital
New Jersey
$2.1M -$21.8K -106 -1%
SA
4284
Stewardship Advisors
Pennsylvania
$2.1M -$44.8K -218 -2%
LWM
4285
Lionshead Wealth Management
New York
$2.09M +$56.7K +276 +3%
OWM
4286
OneAscent Wealth Management
Alabama
$2.09M +$619K +3,010 +40%
WAM
4287
Weinberger Asset Management
California
$2.09M +$53.7K +261 +3%
TCM
4288
Traub Capital Management
Massachusetts
$2.09M +$276K +1,340 +15%
PAG
4289
Paladin Advisory Group
Iowa
$2.09M – – –
BFPW
4290
BOK Financial Private Wealth
Colorado
$2.09M -$72.8K -354 -3%
SWRP
4291
Summit Wealth & Retirement Planning
California
$2.09M -$61.1K -297 -3%
TPBG
4292
Turning Point Benefit Group
Maryland
$2.08M +$530K +2,580 +33%
MWM
4293
Momentous Wealth Management
Washington
$2.08M -$346K -1,682 -14%
DWA
4294
Delap Wealth Advisory
Oregon
$2.08M – – –
AFO
4295
Arrowroot Family Office
California
$2.08M +$658K +3,199 +45%
RCM
4296
Requisite Capital Management
Texas
$2.07M -$328K -1,593 -13%
TWPM
4297
Total Wealth Planning & Management
Florida
$2.07M -$169K -823 -7%
IAS
4298
Investment Advisory Services
Texas
$2.07M +$115K +558 +6%
DWMS
4299
Dominguez Wealth Management Solutions
Virginia
$2.07M +$16K +78 +0.8%
FMI
4300
Financial Management Inc
Arkansas
$2.07M +$2.67K +13 +0.1%
170 171
172
173 174