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Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1901
Advisor OS
Illinois
$216K +$216K +2,560 New
CWM
1902
Cedar Wealth Management
California
$215K – – –
BHBT
1903
Burke & Herbert Bank & Trust
Virginia
$215K -$53.1K -629 -20%
HWMO
1904
Heritage Wealth Management (Ohio)
Ohio
$215K – – –
FCM
1905
Fourpath Capital Management
Oklahoma
$214K -$94K -1,114 -30%
YWS
1906
Yarger Wealth Strategies
Ohio
$214K -$2.78K -33 -1%
WAM
1907
Wernau Asset Management
Massachusetts
$213K +$5.82K +69 +3%
BWP
1908
Balboa Wealth Partners
Arizona
$212K -$12.7K -150 -6%
AWA
1909
Archvest Wealth Advisors
California
$211K +$211K +2,501 New
ETS
1910
ESL Trust Services
New York
$211K -$253 -3 -0.1%
NCNMGF
1911
Nano-Cap New Millennium Growth Fund
New York
$211K +$211K +2,500 New
HWM
1912
Horizon Wealth Management
Illinois
$210K -$18.9K -224 -8%
SWM
1913
Silverlake Wealth Management
Vermont
$210K -$8.86K -105 -4%
CFS
1914
CRA Financial Services
New Jersey
$209K -$31.1K -369 -13%
BCM
1915
Boltwood Capital Management
California
$209K +$844 +10 +0.4%
RTC
1916
Real Talk Capital
Tennessee
$208K -$7K -83 -3%
THCM
1917
Taylor Hoffman Capital Management
Virginia
$208K -$6.24K -74 -3%
PJSIMP
1918
P.J. Schmidt Investment Management (PJS)
Wisconsin
$208K – – –
OFS
1919
OneAscent Financial Services
Alabama
$208K +$6.66K +79 +3%
DLCIG
1920
D.L. Carlson Investment Group
New Hampshire
$208K -$26.1K -309 -11%
MA
1921
MONECO Advisors
Connecticut
$208K +$208K +2,467 New
AU
1922
AlphaGrep UK
$208K +$208K +2,466 New
RB
1923
Renasant Bank
Mississippi
$207K -$20.8K -247 -9%
FWA
1924
FSM Wealth Advisors
Ohio
$207K +$207K +2,458 New
ICP
1925
Impact Capital Partners
Colorado
$207K -$42.3K -502 -17%
75 76
77
78 79