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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
4276
OneAscent Wealth Management
Alabama
$819K -$288K -2,093 -26%
AWF
4277
Alpha Wealth Funds
Utah
$819K +$840K +6,096 New
CPC
4278
CFC Planning Company
Indiana
$816K +$838K +6,079 New
BWA
4279
Boulder Wealth Advisors
Colorado
$816K +$65.2K +473 +8%
MC
4280
Marest Capital
California
$815K +$5.65K +41 +0.7%
MWM
4281
Mascoma Wealth Management
New Hampshire
$815K +$55K +399 +7%
PAG
4282
Poinciana Advisors Group
Florida
$813K +$835K +6,056 New
WIC
4283
Wilkins Investment Counsel
Massachusetts
$812K +$95.1K +690 +13%
LI
4284
LVZ Inc
Michigan
$811K +$51.8K +376 +7%
BWM
4285
BKM Wealth Management
Wisconsin
$810K +$68.2K +495 +9%
CPCP
4286
Cedar Point Capital Partners
Iowa
$809K +$19.3K +140 +2%
WWA
4287
Wealth Watch Advisors
Colorado
$809K +$875K +6,345 New
MGAM
4288
McGowan Group Asset Management
Texas
$807K -$135K -981 -14%
HEIP
4289
Hudson Edge Investment Partners
New Jersey
$806K -$198K -1,440 -19%
BCFD
4290
Boit C.F. David
$806K – – –
BI
4291
Bramshill Investments
Florida
$806K – – –
IVP
4292
Intrinsic Value Partners
Arizona
$806K – – –
CWL
4293
Causey Wealth LLC
Colorado
$806K +$827K +6,000 New
CFG
4294
Cornerstone Financial Group
Nebraska
$806K +$827K +6,000 New
BWMG
4295
Barnes Wealth Management Group
California
$805K +$826K +5,996 New
MCA
4296
Midwest Capital Advisors
Michigan
$803K +$824K +5,978 New
OBGC
4297
O'Brien Greene & Co
Pennsylvania
$802K +$178K +1,291 +28%
TTWM
4298
TCV Trust & Wealth Management
Virginia
$802K -$4.13K -30 -0.5%
CWM
4299
Cranbrook Wealth Management
Michigan
$799K +$86K +624 +12%
BBWP
4300
Beacon Bridge Wealth Partners
Pennsylvania
$795K -$41.4K -300 -5%
170 171
172
173 174