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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1451
OneAscent Financial Services
Alabama
$286K +$44K +274 +18%
LA
1452
Legacy Advisors
Pennsylvania
$286K +$39K +243 +16%
JFGLC
1453
Johnson Financial Group LLC (Colorado)
Colorado
$286K +$27.9K +174 +11%
HP
1454
Hilltop Partners
Indiana
$286K +$34.5K +215 +14%
MAS
1455
Meeder Advisory Services
Ohio
$286K +$37.4K +233 +15%
DCM
1456
DGS Capital Management
New Jersey
$286K +$41.6K +259 +17%
PWA
1457
Portus Wealth Advisors
North Carolina
$285K -$112K -700 -28%
DLA
1458
Douglas Lane & Associates
New York
$285K – – –
RFM
1459
Royal Fund Management
Florida
$285K -$1.62M -10,073 -85%
FFA
1460
Founders Financial Alliance
North Carolina
$285K +$14K +87 +5%
GPA
1461
Guerra Pan Advisors
New Jersey
$284K – – –
WMA
1462
Wealth Management Associates
New Jersey
$283K +$5.62K +35 +2%
DAM
1463
DLD Asset Management
New York
$283K +$282K +1,757 New
RWM
1464
Reston Wealth Management
Virginia
$282K -$5.62K -35 -2%
JJBC
1465
James J. Burns & Company
New York
$282K -$321 -2 -0.1%
IBOK
1466
Independence Bank of Kentucky
Kentucky
$282K – – –
WP
1467
WealthPLAN Partners
Nebraska
$281K -$201K -1,250 -42%
EWA
1468
Exit Wealth Advisors
Georgia
$281K -$3.04M -18,958 -92%
GSIAS
1469
Garden State Investment Advisory Services
New Jersey
$280K -$24.2K -151 -8%
SWM
1470
SeaCrest Wealth Management
New York
$280K -$30.7K -191 -10%
BSSFA
1471
Baron Silver Stevens Financial Advisors
Florida
$280K – – –
FIC
1472
Family Investment Center
Missouri
$279K +$279K +1,735 New
RDWM
1473
Red Door Wealth Management
Tennessee
$279K +$8.03K +50 +3%
ISL
1474
Ingalls & Snyder LLC
New York
$276K +$10.1K +63 +4%
EWA
1475
Evolution Wealth Advisors
Florida
$276K +$1.77K +11 +0.6%
57 58
59
60 61