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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1576
Saturna Capital
Washington
$248K – – –
SIC
1577
Sage Investment Counsel
Tennessee
$248K +$244K +2,900 New
AO
1578
Advisor OS
Illinois
$247K +$5.55K +66 +2%
OFO
1579
OneAscent Family Office
Alabama
$247K +$243K +2,890 New
BL
1580
Balentine LLC
Georgia
$247K +$243K +2,890 New
APC
1581
Aspire Private Capital
North Carolina
$246K +$31.2K +371 +15%
IF
1582
Integrity Financial
Wyoming
$246K -$13.5K -161 -5%
AWA
1583
AGH Wealth Advisors
Kansas
$246K +$242K +2,883 New
MA
1584
MJP Associates
Connecticut
$245K +$4.37K +52 +2%
IBOK
1585
Independence Bank of Kentucky
Kentucky
$245K +$52.5K +625 +28%
SIA
1586
Soltis Investment Advisors
Utah
$243K +$22.4K +267 +10%
BB
1587
Berkshire Bank
Massachusetts
$242K +$8.58K +102 +4%
BTI
1588
Blue Trust Inc
Georgia
$242K -$401K -4,775 -63%
BAM
1589
Brave Asset Management
New Jersey
$241K +$11.9K +141 +5%
FMTC
1590
Farmers & Merchants Trust Company
California
$241K +$3.87K +46 +2%
CCA
1591
Cobblestone Capital Advisors
New York
$240K – – –
MIM
1592
Meridiem Investment Management
United Kingdom
$239K – – –
WA
1593
WESPAC Advisors
California
$239K -$9.84K -117 -4%
HWA
1594
HCR Wealth Advisors
California
$238K +$235K +2,794 New
GA
1595
GFS Advisors
Texas
$238K -$202K -2,406 -46%
SLWA
1596
San Luis Wealth Advisors
California
$238K -$3.19K -38 -1%
GCA
1597
Greenwood Capital Associates
South Carolina
$236K – – –
MFS
1598
Madrona Financial Services
Washington
$236K -$5.38K -64 -2%
ACI
1599
Alpha Cubed Investments
California
$235K -$50.4K -600 -18%
OWM
1600
OneAscent Wealth Management
Alabama
$235K +$3.87K +46 +2%
62 63
64
65 66