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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1051
OneAscent Financial Services
Alabama
$317K +$302K +3,473 New
FTIS
1052
First Trust Investment Solutions
Florida
$315K +$301K +3,461 New
TNA
1053
True North Advisors
Texas
$315K -$1M -11,527 -77%
PWMAG
1054
Pinnacle Wealth Management Advisory Group
New Jersey
$315K +$19.9K +229 +7%
SPA
1055
Sherbrooke Park Advisers
New York
$314K +$300K +3,450 New
OFG
1056
Oxford Financial Group
Indiana
$314K -$4.79K -55 -2%
CAC
1057
Certified Advisory Corp
Florida
$314K -$17.1K -196 -5%
FCMT
1058
Founders Capital Management (Texas)
Texas
$314K – – –
PWAC
1059
Private Wealth Advisors (California)
California
$313K +$3.31K +38 +1%
HR
1060
Hardy Reed
Mississippi
$311K +$4.44K +51 +2%
GWM
1061
Gray Wealth Management
Maine
$309K +$3.57K +41 +1%
Principal Securities
1062
Principal Securities
Iowa
$309K -$25.6K -294 -8%
UCB
1063
United Community Bank
South Carolina
$308K -$2.17K -25 -0.7%
LA
1064
LexAurum Advisors
Kansas
$307K -$1.8M -20,701 -86%
ACM
1065
AlphaStar Capital Management
North Carolina
$304K +$290K +3,338 New
ATI
1066
ARK & TLK Investments
Oklahoma
$304K -$34.8K -400 -11%
ST
1067
Sabal Trust
Florida
$304K – – –
PA
1068
Promethium Advisors
Maryland
$304K +$290K +3,334 New
TCOO
1069
Trust Company of Oklahoma
Oklahoma
$303K -$7.13K -82 -2%
FCP
1070
Fidelis Capital Partners
Florida
$302K +$6.26K +72 +2%
Arkadios Wealth Advisors
1071
Arkadios Wealth Advisors
Georgia
$302K +$45.7K +525 +19%
CAL
1072
Capital Advisors Ltd
Ohio
$301K +$261 +3 +0.1%
WLPWM
1073
Walled Lake Planning & Wealth Management
Illinois
$298K +$3.31K +38 +1%
AIM
1074
Anchor Investment Management
South Carolina
$297K – – –
Forvis Mazars Wealth Advisors
1075
Forvis Mazars Wealth Advisors
Missouri
$296K +$283K +3,247 New