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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1826
SFMG Wealth Advisors
Texas
$422K -$35K -389 -7%
DWM
1827
Drive Wealth Management
Utah
$422K -$6.3K -70 -1%
APW
1828
Aventura Private Wealth
Florida
$421K +$27.7K +308 +6%
NL
1829
NWAM LLC
Washington
$421K -$666K -7,393 -59%
CICI
1830
Capital Investment Counsel Inc
North Carolina
$421K – – –
BAM
1831
Berkshire Asset Management
Pennsylvania
$420K +$175K +1,941 +61%
DG
1832
DMC Group
Alabama
$419K -$46.3K -514 -9%
GCIG
1833
Grand Central Investment Group
Florida
$418K +$461K +5,121 New
APG
1834
Abacus Planning Group
South Carolina
$418K +$77K +855 +20%
VWM
1835
Vigil Wealth Management
Florida
$417K +$460K +5,109 New
FCBT
1836
First Citizens Bank & Trust
North Carolina
$415K -$231K -2,563 -34%
FFA
1837
Florida Financial Advisors
Florida
$415K +$53.2K +591 +13%
EA
1838
Everpar Advisors
Oklahoma
$415K -$384K -4,264 -46%
PWMG
1839
Prestige Wealth Management Group
New Jersey
$415K -$12.4K -138 -3%
OIS
1840
OneAscent Investment Solutions
Alabama
$414K +$456K +5,063 New
YWS
1841
Yarger Wealth Strategies
Ohio
$413K +$44.7K +496 +11%
SMAM
1842
Sugar Maple Asset Management
Wisconsin
$411K – – –
AWA
1843
AGH Wealth Advisors
Kansas
$411K -$21.5K -239 -5%
PPA
1844
Pacific Point Advisors
California
$409K -$180K -2,000 -29%
CI
1845
Corient IA
Florida
$409K -$90K -1,000 -17%
OP
1846
Orvieto Partners
Massachusetts
$409K – – –
TA
1847
TFB Advisors
Kansas
$407K -$6.3K -70 -1%
NAM
1848
NorthCrest Asset Manangement
Minnesota
$406K +$55.4K +615 +14%
SCM
1849
Sterneck Capital Management
Missouri
$405K – – –
OFS
1850
OneAscent Financial Services
Alabama
$405K +$446K +4,954 New
72 73
74
75 76