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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1776
One Capital Management
California
$289K -$33.8K -198 -14%
OFS
1777
OneAscent Financial Services
Alabama
$289K +$209K +1,227 New
RIS
1778
Retirement Income Solutions
Michigan
$289K +$209K +1,227 New
IAS
1779
IMA Advisory Services
Colorado
$286K – – –
VBFG
1780
Vishria Bird Financial Group
Tennessee
$285K +$207K +1,212 New
FAT
1781
First American Trust
California
$284K +$206K +1,206 New
CIAS
1782
CFS Investment Advisory Services
New Jersey
$284K +$206K +1,209 New
CAM
1783
Columbia Asset Management
Michigan
$284K +$206K +1,209 New
AA
1784
AF Advisors
California
$283K +$204K +1,194 New
PIM
1785
Penobscot Investment Management
Massachusetts
$283K +$205K +1,203 New
AP
1786
Adero Partners
California
$282K -$1.23M -7,185 -86%
HWA
1787
HHM Wealth Advisors
Tennessee
$282K -$15.4K -90 -7%
HIS
1788
Horizon Investment Services
Indiana
$282K +$205K +1,200 New
JF
1789
JSF Financial
California
$282K +$205K +1,200 New
PA
1790
Parkside Advisors
California
$282K +$205K +1,200 New
WPP
1791
Whalerock Point Partners
Rhode Island
$282K +$205K +1,200 New
WTFG
1792
Wells Trecaso Financial Group
Ohio
$281K -$41.5K -243 -17%
YWP
1793
YorkBridge Wealth Partners
New York
$281K +$204K +1,194 New
TNA
1794
True North Advisors
Texas
$281K +$204K +1,197 New
NEGWA
1795
New England Guild Wealth Advisors
Connecticut
$279K +$202K +1,185 New
NEIRG
1796
New England Investment & Retirement Group
Massachusetts
$279K +$203K +1,188 New
LS
1797
Leelyn Smith
Illinois
$275K +$101K +594 +103%
SB
1798
Simmons Bank
Arkansas
$275K +$200K +1,170 New
TCWM
1799
Total Clarity Wealth Management
Illinois
$275K +$200K +1,170 New
FBC
1800
Fairfield, Bush & Co
Connecticut
$273K -$206K -1,209 -51%
70 71
72
73 74