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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
3251
OneAscent Wealth Management
Alabama
$436K -$8.65K -21 -2%
FDW
3252
Fourth Dimension Wealth
Ohio
$436K -$132K -320 -21%
TFA
3253
Trinity Financial Advisors
Ohio
$436K +$28K +68 +6%
WAG
3254
Wiser Advisor Group
Arizona
$434K -$26.4K -64 -5%
E
3255
EntreWealth
Texas
$434K +$19.8K +48 +4%
NS
3256
Northland Securities
Minnesota
$433K +$6.18K +15 +1%
DF
3257
Daviman Financial
Indiana
$433K +$54.8K +133 +13%
BBNB
3258
Baker Boyer National Bank
Washington
$432K -$17.3K -42 -3%
MCM
3259
Morton Capital Management
California
$431K +$37.9K +92 +9%
BHFP
3260
Blom & Howell Financial Planning
California
$431K -$5.36K -13 -1%
OHIS
3261
Oak Harvest Investment Services
Texas
$431K +$136K +330 +40%
ICCON
3262
Investment Counsel Company of Nevada
Nevada
$430K – – –
LEA
3263
Legacy Edge Advisors
New York
$430K -$2.47K -6 -0.5%
MIM
3264
Merrion Investment Management
New Jersey
$429K – – –
SPAS
3265
Spectrum Planning & Advisory Services
California
$428K -$1.24K -3 -0.3%
PGWM
3266
Pitti Group Wealth Management
New York
$428K +$2.06K +5 +0.4%
SP
3267
SWS Partners
Ohio
$428K – – –
SL
3268
SFM LLC
New Hampshire
$427K -$17.3K -42 -4%
MW
3269
Members Wealth
Pennsylvania
$427K -$5.36K -13 -1%
PAS
3270
Parsonex Advisory Services
Colorado
$427K -$206K -501 -30%
FFWM
3271
Future Financial Wealth Management
Ohio
$426K – – –
IB
3272
Iyo Bank
Japan
$426K – – –
CA
3273
Callahan Advisors
Texas
$426K +$22.7K +55 +5%
NJIM
3274
Nabity-Jensen Investment Management
Nebraska
$424K +$178K +433 +61%
WAG
3275
Wilkerson Advisory Group
Missouri
$424K +$257K +625 +121%
129 130
131
132 133