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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1726
Prairie Wealth Advisors
Nebraska
$404K – – –
A
1727
Argentarii
Ohio
$403K +$41.8K +570 +12%
CL
1728
CSS LLC
Illinois
$403K +$410K +5,589 New
CWA
1729
Crux Wealth Advisors
California
$401K -$33K -450 -7%
SWM
1730
Steinberganna Wealth Management
New York
$401K – – –
OL
1731
OneFund LLC
Florida
$400K -$11.7K -159 -3%
CA
1732
Cornerstone Advisory
Maryland
$398K -$13.2K -180 -3%
WIA
1733
Wealthedge Investment Advisors
New York
$397K +$151K +2,065 +60%
SCP
1734
Sivia Capital Partners
California
$395K -$442K -6,027 -52%
BWS
1735
Broadway Wealth Solutions
Texas
$391K -$2.27K -31 -0.6%
OWA
1736
One Wealth Advisors
California
$391K +$15.3K +208 +4%
VCM
1737
Versant Capital Management
Arizona
$391K -$158K -2,156 -28%
DWM
1738
Drive Wealth Management
Utah
$391K -$53.5K -729 -12%
JHP
1739
James Hambro & Partners
United Kingdom
$391K +$397K +5,417 New
CFA
1740
Churchill Financial Advisors
Kentucky
$391K +$63.9K +872 +19%
ISWM
1741
Intesa Sanpaolo Wealth Management
$390K +$94K +1,282 +31%
OIA
1742
Oakmont Investment Advisors
Pennsylvania
$390K -$94.5K -1,289 -19%
RRAM
1743
River Road Asset Management
Kentucky
$388K +$394K +5,380 New
NB
1744
Nicolet Bankshares
Wisconsin
$387K -$80.6K -1,099 -17%
OWCM
1745
One Wealth Capital Management
Arizona
$387K +$393K +5,365 New
PWMAG
1746
Pinnacle Wealth Management Advisory Group
New Jersey
$387K +$57.3K +781 +17%
SA
1747
Sonoma Allocations
California
$386K -$88.3K -1,204 -19%
TPCM
1748
Templeton & Phillips Capital Management
Tennessee
$386K – – –
HBW
1749
Hazlett, Burt & Watson
West Virginia
$386K +$35.6K +485 +10%
RWM
1750
Revisor Wealth Management
Ohio
$386K +$55.9K +762 +17%
68 69
70
71 72