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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
2151
OneAscent Financial Services
Alabama
$1.85M +$273K +6,100 +17%
IIC
2152
Ironwood Investment Counsel
Arizona
$1.85M +$1.64M +36,540 +617%
VCM
2153
Vetamer Capital Management
California
$1.84M +$27.8K +620 +1%
FCA
2154
FinTrust Capital Advisors
South Carolina
$1.84M -$649K -14,480 -26%
TAM
2155
Trikon Asset Management
Hong Kong
$1.84M -$7.74M -172,670 -80%
CAM
2156
Cubic Asset Management
Massachusetts
$1.84M -$12.5K -280 -0.7%
BFA
2157
Beacon Financial Advisory
Ohio
$1.83M +$105K +2,350 +6%
SWA
2158
Sutton Wealth Advisors
Florida
$1.83M +$68.1K +1,520 +4%
FPCP
2159
Fort Point Capital Partners
California
$1.83M +$112K +2,500 +6%
PWG
2160
Portside Wealth Group
Utah
$1.82M +$221K +4,930 +13%
AWP
2161
Abacus Wealth Partners
California
$1.82M +$1.5M +33,500 +401%
KIG
2162
Kennedy Investment Group
New Jersey
$1.82M +$113K +2,520 +6%
CNBT
2163
Canandaigua National Bank & Trust
New York
$1.81M -$13K -290 -0.7%
EWS
2164
Evergreen Wealth Solutions
Pennsylvania
$1.8M -$15.2K -340 -0.8%
CAC
2165
Certified Advisory Corp
Florida
$1.8M -$83.8K -1,870 -4%
FWA
2166
FSM Wealth Advisors
Ohio
$1.8M -$84.7K -1,890 -4%
RWS
2167
Resolute Wealth Strategies
Mississippi
$1.79M -$218K -4,860 -11%
MAC
2168
Mason & Associates (California)
California
$1.79M -$47.5K -1,060 -3%
KIG
2169
Kessler Investment Group
Indiana
$1.79M +$1.82M +40,680 +9,922%
SFC
2170
Strategic Financial Concepts
Texas
$1.79M -$17.5K -390 -0.9%
GSC
2171
Ground Swell Capital
South Carolina
$1.79M +$1.84M +41,080 New
PIWA
2172
Prevail Innovative Wealth Advisors
Kansas
$1.78M +$1.46M +32,670 +393%
AWA
2173
Aletheian Wealth Advisors
Washington
$1.78M -$109K -2,430 -6%
FFC
2174
First Financial Corp
Indiana
$1.78M -$59.1K -1,320 -3%
LCGC
2175
Legacy Capital Group California
California
$1.78M +$116K +2,580 +7%
85 86
87
88 89