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Name Holding Trade Value Shares
Change 		Change in
Stake
UWP
951
Uniting Wealth Partners
Kansas
$556K +$20.1K +244 +4%
ANBT
952
American National Bank & Trust
Texas
$556K +$95.2K +1,156 +23%
TCM
953
Tradewinds Capital Management
Washington
$553K – – –
OFS
954
OneAscent Financial Services
Alabama
$552K +$183K +2,227 +57%
SIG
955
Sargent Investment Group
Maryland
$549K +$29.8K +362 +6%
FWP
956
FAS Wealth Partners
Kansas
$548K +$10.1K +123 +2%
IFG
957
Independent Financial Group
California
$545K +$22.1K +268 +5%
IPW
958
Impact Partnership Wealth
Georgia
$542K -$137K -1,664 -22%
CI
959
Cigna Investments
Connecticut
$537K -$22.4K -272 -4%
CSPIA
960
Cary Street Partners Investment Advisory
Virginia
$535K +$25.9K +315 +6%
CMP
961
Christine Messmer PC
Pennsylvania
$534K +$487K +5,912 New
AA
962
Auxano Advisors
Washington
$533K +$1.89K +23 +0.4%
WIS
963
Wright Investors Service
Connecticut
$533K +$1.24K +15 +0.3%
AFP
964
Ausdal Financial Partners
Iowa
$533K -$105K -1,278 -18%
SF
965
Symphony Financial
Texas
$532K +$75.7K +920 +19%
TAM
966
Tocqueville Asset Management
New York
$530K – – –
IAS
967
Investment Advisory Services
Texas
$529K +$193K +2,340 +67%
SQA
968
Simon Quick Advisors
New Jersey
$529K +$197K +2,391 +69%
SCTC
969
Sanibel Captiva Trust Company
Florida
$527K +$24.3K +295 +5%
CC
970
Cultivar Capital
Texas
$523K – – –
HTIM
971
Harbour Trust & Investment Management
Indiana
$520K -$135K -1,640 -22%
CFG
972
Certior Financial Group
Pennsylvania
$517K +$20.3K +246 +4%
TWP
973
Tower Wealth Partners
Pennsylvania
$517K +$14.5K +176 +3%
NS
974
NBC Securities
Alabama
$516K -$64.5K -783 -12%
KJWM
975
Kiley Juergens Wealth Management
Washington
$516K +$470K +5,707 New
37 38
39
40 41