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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1151
OneAscent Financial Services
Alabama
$416K -$158K -767 -28%
SC
1152
Solstein Capital
California
$415K -$34.9K -170 -8%
LSWP
1153
Liberty Square Wealth Partners
Pennsylvania
$415K +$205 +1 +0.1%
RFA
1154
Resurgent Financial Advisors
Georgia
$414K -$1.44K -7 -0.4%
EFG
1155
Everhart Financial Group
Ohio
$413K +$107K +519 +36%
PAG
1156
Private Advisory Group
Washington
$412K +$20.3K +99 +5%
KCM
1157
Kathmere Capital Management
Pennsylvania
$411K +$78.1K +380 +24%
MWM
1158
MOKAN Wealth Management
Kansas
$409K -$58.3K -284 -13%
SCM
1159
Sunbeam Capital Management
Georgia
$407K -$205 -1 -0.1%
ACM
1160
Anfield Capital Management
California
$405K +$314K +1,530 +383%
KPPF
1161
Klein Pavlis & Peasley Financial
California
$404K +$395K +1,925 New
CSPIA
1162
Cary Street Partners Investment Advisory
Virginia
$404K -$17.9K -87 -4%
WP
1163
WealthPLAN Partners
Nebraska
$404K +$395K +1,922 New
HBW
1164
Hazlett, Burt & Watson
West Virginia
$403K -$2.46K -12 -0.6%
JCM
1165
Jacobi Capital Management
Pennsylvania
$400K +$40.7K +198 +12%
AA
1166
Alta Advisers
United Kingdom
$399K – – –
ASC
1167
Atalanta Sosnoff Capital
New York
$399K -$37.2M -181,080 -99%
SW
1168
Simplicity Wealth
New Jersey
$399K +$110K +536 +39%
RP
1169
Rowlandmiller & Partners
Georgia
$398K – – –
CFG
1170
Capital Financial Group
Colorado
$398K – – –
ML
1171
McAdam LLC
Pennsylvania
$395K -$74.8K -364 -16%
TFA
1172
Toth Financial Advisory
Virginia
$395K – – –
SA
1173
Skyline Advisors
Washington
$394K -$50.9K -248 -12%
CH
1174
Cromwell Holdings
Wyoming
$393K – – –
CCFM
1175
Clear Creek Financial Management
Washington
$392K +$75.6K +368 +25%
45 46
47
48 49