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Name Holding Trade Value Shares
Change
Change in
Stake
OFS
2051
OneAscent Financial Services
Alabama
$367K -$640K -25,394 -63%
ONST
2052
Old North State Trust
North Carolina
$367K -$134K -5,324 -27%
BIP Wealth
2053
BIP Wealth
Georgia
$367K +$165K +6,534 +80%
BI
2054
Beckerman Institutional
New Jersey
$366K -$71.7K -2,845 -16%
RWM
2055
RKL Wealth Management
Pennsylvania
$366K – – –
FFA
2056
Florida Financial Advisors
Florida
$366K +$372K +14,756 New
CIA
2057
Caerus Investment Advisors
Texas
$365K +$370K +14,675 New
SIM
2058
Sentry Investment Management
Wisconsin
$365K – – –
PWM
2059
Pursuit Wealth Management
Florida
$363K +$367K +14,569 New
MAM
2060
MMA Asset Management
Pennsylvania
$362K +$8.17K +324 +2%
SC
2061
Saybrook Capital
North Carolina
$361K – – –
LAI
2062
Legal Advantage Investments
California
$361K +$366K +14,500 New
ABLA
2063
Alan B. Lancz & Associates
Ohio
$361K -$22.7K -900 -6%
SFG
2064
Sovereign Financial Group
Connecticut
$360K -$4.84K -192 -1%
VAG
2065
VisionPoint Advisory Group
Texas
$360K +$107K +4,237 +42%
SPA
2066
Sound Portfolio Advisors
Connecticut
$359K +$364K +14,437 New
Weiss Asset Management
2067
Weiss Asset Management
Massachusetts
$359K +$363K +14,410 New
UPS
2068
UHLMANN PRICE SECURITIES
Illinois
$359K -$60.8K -2,412 -14%
GWA
2069
Gratus Wealth Advisors
Virginia
$358K -$31.9K -1,266 -8%
NAMP
2070
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$357K -$17K -675 -4%
HPBT
2071
Hickory Point Bank & Trust
Illinois
$357K -$17.9K -711 -5%
WAM
2072
Walker Asset Management
Missouri
$357K +$13.2K +523 +4%
JTF
2073
J. Team Financial
Texas
$357K +$11.3K +447 +3%
FWA
2074
Flagship Wealth Advisors
Massachusetts
$356K +$12K +474 +3%
MWC
2075
MBM Wealth Consultants
Missouri
$356K +$34.1K +1,353 +10%