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Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
551
Argonautica Private Wealth Management
Massachusetts
$599K +$66.6K +994 +10%
NIA
552
NIA Impact Advisors
California
$593K -$759K -11,330 -52%
OIS
553
OneAscent Investment Solutions
Alabama
$590K +$694K +10,351 New
TFS
554
Thoroughbred Financial Services
Tennessee
$589K -$5.43K -81 -0.8%
PBK
555
Peoples Bank (Kansas)
Kansas
$582K -$5.9K -88 -0.9%
NA
556
Navellier & Associates
Nevada
$582K – – –
AWAU
557
Alliance Wealth Advisors (Utah)
Utah
$581K -$305K -4,549 -31%
WG
558
Winton Group
United Kingdom
$581K +$684K +10,200 New
IAA
559
Independent Advisor Alliance
North Carolina
$579K -$68.9K -1,028 -9%
FWCM
560
Ferguson Wellman Capital Management
Oregon
$577K +$679K +10,130 New
PWM
561
Perigon Wealth Management
California
$575K +$3.35K +50 +0.5%
SIA
562
SGL Investment Advisors
Montana
$573K -$335 -5 -0%
MA
563
Mezzasalma Advisors
New Jersey
$571K +$88K +1,313 +15%
VWM
564
Venturi Wealth Management
Texas
$569K +$204K +3,038 +44%
KWM
565
Kingsview Wealth Management
Oregon
$569K +$150K +2,236 +29%
SWP
566
Sagespring Wealth Partners
Tennessee
$566K -$49.8K -743 -7%
GCP
567
GSA Capital Partners
United Kingdom
$563K +$662K +9,882 New
MFWP
568
Mosaic Family Wealth Partners
Missouri
$556K +$655K +9,766 New
CI
569
Conning Inc
Connecticut
$548K +$58.9K +878 +10%
VFA
570
Valeo Financial Advisors
Indiana
$547K -$248K -3,695 -28%
UB
571
UMB Bank
Missouri
$542K +$638K +9,522 New
FPAS
572
Focus Partners Advisor Solutions
Missouri
$541K -$67.2K -1,002 -10%
FFP
573
FourThought Financial Partners
Florida
$541K -$139K -2,075 -18%
FLPIM
574
F.L. Putnam Investment Management
Massachusetts
$539K +$25.2K +376 +4%
CAM
575
Cozad Asset Management
Illinois
$535K -$8.98K -134 -1%
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