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Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1001
Empirical Wealth Management
Washington
$522K -$674K -10,375 -54%
CNTOF
1002
Canandaigua National Trust of Florida
New York
$521K -$70.4K -1,085 -11%
OIA
1003
OneDigital Investment Advisors
Kansas
$521K +$41.8K +644 +8%
ACIM
1004
Azimuth Capital Investment Management
Michigan
$519K +$5.52K +85 +1%
MPPLM
1005
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$518K -$83.7K -1,289 -13%
WBC
1006
Westpac Banking Corp
Australia
$517K +$66.9K +1,030 +13%
RSWM
1007
Robertson Stephens Wealth Management
California
$513K +$571K +8,788 New
1WA
1008
180 Wealth Advisors
Washington
$513K +$24.5K +378 +4%
NS
1009
NBC Securities
Alabama
$505K -$39K -601 -6%
SWP
1010
Sagespring Wealth Partners
Tennessee
$504K -$127K -1,954 -18%
CIM
1011
CIM Investment Management
Pennsylvania
$503K – – –
SL
1012
Sentry LLC
Tennessee
$500K -$17.5K -270 -3%
RC
1013
Rahlfs Capital
Texas
$500K – – –
ATPW
1014
Ashton Thomas Private Wealth
Arizona
$499K -$145K -2,240 -21%
PLFS
1015
Provident Living Financial Services
Utah
$498K +$554K +8,532 New
CIA
1016
Caerus Investment Advisors
Texas
$497K +$553K +8,521 New
MCA
1017
Martin Capital Advisors
Texas
$496K -$41.4K -638 -7%
CCWM
1018
Correct Capital Wealth Management
Missouri
$495K -$318K -4,905 -37%
TAM
1019
Titleist Asset Management
Texas
$494K +$19.2K +295 +4%
IPW
1020
Impact Partnership Wealth
Georgia
$492K -$743K -11,447 -58%
FNA
1021
First National Advisers
Nebraska
$492K +$547K +8,423 New
NB
1022
NBT Bank
New York
$490K -$30.4K -468 -5%
BFIM
1023
Beese Fulmer Investment Management
Ohio
$490K +$214K +3,303 +65%
IFU
1024
iSAM Funds (UK)
United Kingdom
$489K +$544K +8,384 New
OFS
1025
OneAscent Financial Services
Alabama
$489K -$518K -7,973 -49%
39 40
41
42 43