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Name Holding Trade Value Shares
Change 		Change in
Stake
QFPS
1251
Quantum Financial Planning Services
Washington
$359K +$26.4K +108 +8%
ICM
1252
IMS Capital Management
Oregon
$358K – – –
XWM
1253
Xcel Wealth Management
Florida
$357K – – –
CWA
1254
Canvas Wealth Advisors
Kansas
$357K -$20.8K -85 -5%
PFA
1255
Pure Financial Advisors
California
$356K +$37.4K +153 +11%
IWP
1256
Invenio Wealth Partners
Florida
$355K -$17.8K -73 -5%
CC
1257
Corton Capital
Ontario, Canada
$355K +$364K +1,489 New
MP
1258
McDonald Partners
Ohio
$353K – – –
OFO
1259
OneAscent Family Office
Alabama
$352K -$318K -1,304 -47%
A
1260
Argentarii
Ohio
$352K -$65.9K -270 -15%
TCM
1261
Tributary Capital Management
Nebraska
$350K – – –
CCC
1262
Compass Capital Corp
Massachusetts
$349K -$9.77K -40 -3%
AFP
1263
Ausdal Financial Partners
Iowa
$349K -$609K -2,493 -63%
DMBA
1264
Deseret Mutual Benefit Administrators
Utah
$349K – – –
JCM
1265
Jacobi Capital Management
Pennsylvania
$347K +$19.8K +81 +6%
SWA
1266
Stratos Wealth Advisors
Ohio
$346K -$8.79K -36 -2%
RZH
1267
Relyea Zuckerberg Hanson
Connecticut
$346K +$18.1K +74 +5%
MM
1268
MQS Management
New York
$345K -$68.1K -279 -16%
OA
1269
Operose Advisors
Wisconsin
$345K – – –
WA
1270
Wealth Alliance
New York
$345K -$5.86K -24 -2%
WH
1271
Wallace Hart
Kentucky
$344K -$1.57M -6,440 -82%
EFS
1272
Essex Financial Services
Connecticut
$343K +$13.9K +57 +4%
MW
1273
Maia Wealth
Colorado
$342K +$351K +1,437 New
EFG
1274
Everhart Financial Group
Ohio
$341K +$4.15K +17 +1%
SYBT
1275
Stock Yards Bank & Trust
Kentucky
$340K +$137K +561 +65%
49 50
51
52 53