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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1251
OneAscent Wealth Management
Alabama
$286K -$15.3K -72 -5%
MP
1252
McDonald Partners
Ohio
$285K -$15.9K -75 -5%
OL
1253
OneFund LLC
Florida
$284K +$16.5K +78 +6%
BWS
1254
Broadway Wealth Solutions
Texas
$282K +$22K +104 +8%
AP
1255
Anchyra Partners
Georgia
$282K +$294K +1,387 New
WTC
1256
WhitTier Trust Company
Nevada
$281K -$36.5K -172 -11%
AWA
1257
Asempa Wealth Advisors
Louisiana
$281K +$293K +1,382 New
FCBT
1258
First Citizens Bank & Trust
North Carolina
$280K +$293K +1,380 New
BST
1259
Bath Savings Trust
Maine
$279K -$36.3K -171 -11%
ACA
1260
Aspire Capital Advisors
Washington
$279K -$168K -793 -37%
RZH
1261
Relyea Zuckerberg Hanson
Connecticut
$277K -$10.6K -50 -4%
IWN
1262
Independent Wealth Network
Iowa
$277K +$31.8K +150 +12%
SW
1263
Simplicity Wealth
New Jersey
$277K +$6.57K +31 +2%
RIL
1264
Rothschild Investment LLC
Illinois
$275K +$13.8K +65 +5%
WCP
1265
Wick Capital Partners
Pennsylvania
$275K +$11.7K +55 +4%
AWM
1266
Aprio Wealth Management
Georgia
$274K -$63K -297 -18%
FWP
1267
FAS Wealth Partners
Kansas
$274K +$69.1K +326 +32%
TW
1268
Tempo Wealth
Ohio
$273K +$286K +1,347 New
KA
1269
KLCM Advisors
Wisconsin
$273K -$79.5K -375 -22%
FI
1270
Fosun International
China
$273K – – –
OIS
1271
OneAscent Investment Solutions
Alabama
$271K +$8.27K +39 +3%
TCM
1272
Tributary Capital Management
Nebraska
$271K -$12.7K -60 -4%
FWA
1273
FSM Wealth Advisors
Ohio
$266K +$60.6K +286 +28%
TAFW
1274
Tred Avon Family Wealth
Maryland
$264K +$276K +1,301 New
ME
1275
McIlrath & Eck
Washington
$264K -$5.3K -25 -2%
49 50
51
52 53