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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2651
OneAscent Wealth Management
Alabama
$512K +$80.4K +267 +20%
GFG
2652
Greenberg Financial Group
Arizona
$512K +$153K +508 +72%
KC
2653
Kinloch Capital
Virginia
$511K -$55.4K -184 -10%
EA
2654
Echo45 Advisors
California
$510K -$188K -623 -28%
WA
2655
WealthTrust Axiom
Pennsylvania
$509K -$20.8K -69 -4%
CFP
2656
Curran Financial Partners
South Carolina
$508K +$45.2K +150 +10%
BSHC
2657
Breed's Hill Capital
Massachusetts
$507K -$1.21K -4 -0.3%
CWM
2658
Castle Wealth Management
Florida
$506K – – –
M
2659
MYeCFO
California
$506K +$4.82K +16 +1%
DAM
2660
Doheny Asset Management
California
$506K -$90.4K -300 -16%
AGAM
2661
Audent Global Asset Management
California
$505K +$82.2K +273 +21%
EWM
2662
Elevatus Welath Management
New York
$505K -$38.9K -129 -8%
MIG
2663
McGuire Investment Group
Rhode Island
$505K -$18.1K -60 -4%
VPF
2664
Vantage Point Financial
Illinois
$505K +$35.9K +119 +8%
JWM
2665
JDH Wealth Management
California
$505K +$38.3K +127 +9%
KFSN
2666
Keystone Financial Services (Nebraska)
Nebraska
$504K +$603 +2 +0.1%
AZ
2667
Alpha Zero
Florida
$503K +$11.4K +38 +2%
AGWCA
2668
Annis Gardner Whiting Capital Advisors
Florida
$502K +$188K +625 +65%
FNT
2669
First Nebraska Trust
Nebraska
$502K -$26.8K -89 -5%
FLP
2670
Financial Life Planners
Arizona
$502K -$39.8K -132 -8%
CCG
2671
Catalina Capital Group
California
$501K -$343K -1,140 -42%
1NWS
2672
1 North Wealth Services
Maryland
$501K -$56K -186 -11%
LCM
2673
LCM Capital Management
Illinois
$500K +$603 +2 +0.1%
RBWA
2674
RFG - Bristol Wealth Advisors
Massachusetts
$500K +$5.12K +17 +1%
W
2675
Wealthquest
Ohio
$499K +$51.5K +171 +12%
105 106
107
108 109