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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1501
Accel Wealth Management
Iowa
$261K +$13.8K +86 +6%
OWA
1502
One Wealth Advisors
California
$259K – – –
EFS
1503
Essex Financial Services
Connecticut
$259K -$3.37K -21 -1%
PWM
1504
Palumbo Wealth Management
New York
$258K – – –
RYA
1505
Richard Young Associates
Georgia
$258K +$257K +1,600 New
T
1506
Tidemark
California
$257K -$803 -5 -0.3%
FCT
1507
First Community Trust
Iowa
$257K +$13.5K +84 +6%
CIA
1508
Caerus Investment Advisors
Texas
$257K -$99.5K -620 -28%
EFG
1509
Embree Financial Group
Illinois
$257K -$482 -3 -0.2%
CC
1510
Citrine Capital
California
$256K – – –
TW
1511
Traveka Wealth
California
$255K +$22.5K +140 +10%
FFC
1512
Frederick Financial Consultants
Maryland
$255K -$13.5K -84 -5%
FI
1513
Finivi Inc
Massachusetts
$254K -$5.94K -37 -2%
KGC
1514
Kennon-Green & Company
Ohio
$253K -$8.03K -50 -3%
OFO
1515
OneAscent Family Office
Alabama
$253K +$252K +1,572 New
CFS
1516
Commonwealth Financial Services
West Virginia
$253K -$2.41K -15 -0.9%
CCM
1517
Cloud Capital Management
Washington
$252K +$102K +634 +68%
LIP
1518
Lighthouse Investment Partners
Florida
$252K -$227K -1,416 -48%
HW
1519
Hancock Whitney
Mississippi
$251K +$803 +5 +0.3%
HP
1520
Haven Private
Florida
$251K – – –
FHWM
1521
Fox Hill Wealth Management
Massachusetts
$250K +$1.28K +8 +0.5%
EFSCE
1522
Enterprise Financial Services Corp (EFSC)
Missouri
$250K +$14.6K +91 +6%
CFG
1523
Certior Financial Group
Pennsylvania
$248K -$62.6K -390 -20%
CA
1524
COFG Advisors
Illinois
$246K +$245K +1,528 New
WRPWM
1525
Werba Rubin Papier Wealth Management
California
$245K +$6.74K +42 +3%
59 60
61
62 63