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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1301
Cypress Financial Planning
New Jersey
$253K -$114 -1 -0%
AWM
1302
Ariadne Wealth Management
California
$253K +$252K +2,212 New
BWP
1303
BSW Wealth Partners
Colorado
$252K +$37.4K +328 +17%
SCM
1304
Saxony Capital Management
Missouri
$252K -$108K -950 -30%
ACS
1305
Archford Capital Strategies
Illinois
$251K – – –
FMB
1306
Field & Main Bank
Kentucky
$250K +$250K +2,190 New
TCWA
1307
Turtle Creek Wealth Advisors
Texas
$250K +$249K +2,186 New
EFG
1308
Embree Financial Group
Illinois
$249K +$10.3K +90 +4%
SHGA
1309
Sand Hill Global Advisors
California
$248K +$6.28K +55 +3%
LOAME
1310
Lombard Odier Asset Management (Europe)
United Kingdom
$247K +$246K +2,159 New
UF
1311
Univest Financial
Pennsylvania
$245K – – –
PSP
1312
Pacific Sage Partners
Washington
$243K -$342 -3 -0.1%
BWA
1313
Blodgett Wealth Advisors
California
$243K – – –
CF
1314
Centaurus Financial
California
$242K +$30.7K +269 +15%
SEP
1315
Signature Equity Partners
Ohio
$242K +$96.7K +847 +67%
OFO
1316
OneAscent Family Office
Alabama
$242K +$241K +2,116 New
BCWM
1317
Bartlett & Co Wealth Management
Ohio
$241K -$1.03K -9 -0.4%
PWA
1318
Providence Wealth Advisors
Illinois
$240K +$28.5K +250 +14%
MCM
1319
M1 Capital Management
Michigan
$240K – – –
WAM
1320
Worth Asset Management
Texas
$239K +$8.22K +72 +4%
CFS
1321
Commonwealth Financial Services
West Virginia
$239K +$29.2K +256 +14%
NL
1322
NWAM LLC
Washington
$237K +$237K +2,079 New
RCI
1323
RS Crum Inc
California
$236K +$236K +2,069 New
LWA
1324
LifeGoal Wealth Advisors
New York
$236K +$235K +2,063 New
TWP
1325
Tyche Wealth Partners
Texas
$235K – – –
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