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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1251
One Capital Management
California
$327K +$17.2K +71 +5%
A
1252
Argentarii
Ohio
$325K -$28.8K -119 -8%
PF
1253
Phoenix Financial
Israel
$323K -$1.35M -5,584 -81%
PFG
1254
PAX Financial Group
Texas
$323K +$38.5K +159 +13%
CPA
1255
Capital Performance Advisors
California
$323K +$63.2K +261 +24%
FI
1256
Fosun International
China
$321K – – –
GIM
1257
Groesbeck Investment Management
New Jersey
$321K +$26.9K +111 +9%
SW
1258
Simplicity Wealth
New Jersey
$319K -$127K -526 -28%
AWA
1259
AGH Wealth Advisors
Kansas
$317K -$1.69K -7 -0.5%
ME
1260
McIlrath & Eck
Washington
$317K +$39.2K +162 +14%
SAW
1261
Signal Advisors Wealth
Michigan
$317K -$366K -1,512 -53%
OL
1262
OneFund LLC
Florida
$316K +$11.6K +48 +4%
LFG
1263
Lockerman Financial Group
California
$311K – – –
WCP
1264
Wick Capital Partners
Pennsylvania
$311K -$313K -1,294 -50%
OIS
1265
OneAscent Investment Solutions
Alabama
$310K -$181K -746 -37%
ZBNA
1266
Zions Bancorporation, National Association
Utah
$310K +$107K +443 +52%
ICM
1267
IMS Capital Management
Oregon
$310K -$50.3K -208 -14%
RIL
1268
Rothschild Investment LLC
Illinois
$309K -$2.9K -12 -0.9%
BWS
1269
Broadway Wealth Solutions
Texas
$308K +$16.5K +68 +6%
HPC
1270
HM Payson & Co
Maine
$307K – – –
CCC
1271
Compass Capital Corp
Massachusetts
$307K +$6.05K +25 +2%
IAIM
1272
International Assets Investment Management
Florida
$305K – – –
USCWA
1273
U.S. Capital Wealth Advisors
Texas
$305K -$3.41M -14,071 -92%
CMBA
1274
C.M. Bidwell & Associates
Hawaii
$304K -$25.4K -105 -8%
RPWA
1275
Regent Peak Wealth Advisors
Georgia
$303K +$306K +1,265 New
49 50
51
52 53